Boston Standard Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Boston Standard Wealth Management, LLC reported 56 stock positions worth $610.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 35.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 9.6%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.3%). Compared with Q4 2025, it opened 5 new positions, added to 24 and reduced 17. The biggest buy was a new position in Vanguard Core Bond ETF (VCRB) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $610.9M (Q1 2026)
- SEC Filing
- 0001630939-26-000004 ↗ filed Apr 20, 2026
Holdings Value
Holdings 56 stocks · $610.9M
| VTI VG Morningstar TS MKT ETF-US | 35.36% | 668,053 | $216.0M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 9.59% | 797,786 | $58.6M | Reduce -13.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.29% | 959,770 | $44.5M | Reduce -3.2% |
| IAGG iShares Intl Aggregate Bond | 6.64% | 813,058 | $40.5M | Add +3.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.38% | 336,170 | $26.8M | Add +0.9% |
| SPTS SS SPDR P St Term TSY ETF | 4.06% | 852,998 | $24.8M | Add +3.4% |
| MUB iShares National Muni Bond E | 3.69% | 212,459 | $22.6M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 3.64% | 292,105 | $22.2M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 3.44% | 387,370 | $21.0M | Reduce -1.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.08% | 386,844 | $18.8M | Add +0.0% |
| REET iShares Global REIT ETF | 2.81% | 676,301 | $17.2M | Add +1.8% |
| NVDA Nvidia Corp. | 2.34% | 81,170 | $14.3M | Reduce -0.1% |
| VCRB Vanguard Core Bond ETF | 1.89% | 149,695 | $11.5M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.51% | 100,608 | $9.2M | New |
| ESGV Vanguard ESG US Stock ETF | 1.47% | 79,172 | $9.0M | Add +0.1% |
| VXF Vanguard Extended Market ETF | 1.25% | 36,767 | $7.6M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 1.10% | 45,606 | $6.7M | Reduce -3.4% |
| JMUB JPMorgan Municipal ETF | 0.87% | 105,688 | $5.3M | Add +4.3% |
| SPEM State Street SP PTF Em ETF | 0.55% | 71,809 | $3.4M | Reduce -2.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.51% | 43,214 | $3.1M | Reduce -3.3% |
| NUBD Nuveen ESG US Aggregate Bond | 0.49% | 134,150 | $3.0M | Add +1.6% |
| VTIP Vanguard Short-Term Tips | 0.48% | 58,701 | $2.9M | Add +5.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.48% | 97,138 | $2.9M | Add +5.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.33% | 42,445 | $2.0M | Add +0.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.31% | 41,491 | $1.9M | Reduce -6.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 11,290 | $1.4M | Add +0.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.18% | 46,616 | $1.1M | No change |
| ESML iShares ESG Aware MSCI USA S | 0.15% | 19,019 | $904K | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 9,515 | $834K | No change |
| AAPL Apple Inc. | 0.13% | 3,114 | $791K | Reduce -1.6% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 8,430 | $750K | Reduce -6.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 16,256 | $747K | Reduce -4.3% |
| BA The Boeing Co. | 0.12% | 3,523 | $733K | No change |
| MSFT Microsoft Corp. | 0.09% | 1,524 | $566K | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 827 | $542K | Add +0.2% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.07% | 8,716 | $413K | No change |
| GLD SPDR Gold Shares | 0.07% | 946 | $411K | No change |
| AMZN Amazon.com Inc. | 0.07% | 1,895 | $400K | Add +5.5% |
| NYF iShares New York Muni Bond E | 0.06% | 7,372 | $392K | Add +0.5% |
| GWX State Street SPDR S&P Intern | 0.06% | 8,949 | $386K | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,959 | $377K | Add +0.4% |
| AOR iShares Core 60/40 Balanced | 0.06% | 5,807 | $376K | Reduce -7.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 7,770 | $373K | Add +11.2% |
| MU Micron Technology Inc. | 0.06% | 1,000 | $364K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 1,207 | $355K | Reduce -9.3% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,537 | $354K | Reduce -2.6% |
| AVGO Broadcom Inc. | 0.05% | 1,024 | $321K | Add +26.9% |
| XLE SS Energy Select Sector | 0.05% | 5,095 | $300K | Add +12.9% |
| WOOD iShares Global Timber & Fore | 0.04% | 3,731 | $266K | No change |
| WMT Walmart Inc. | 0.04% | 2,063 | $255K | No change |
| SLV iShares Silver Trust | 0.04% | 3,390 | $230K | New |
| HAS Hasbro Inc. | 0.04% | 2,466 | $221K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 2,238 | $221K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 3,125 | $203K | New |
| JMIA Jumia Technologies AG-ADR | 0.02% | 20,892 | $144K | Add +9.4% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.02% | 15,165 | $97K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 35.36% | −1.70 |
| BND Vanguard Total Bond Market | Reduce -13.4% | 9.59% | −1.67 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.34% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 3.44% | −0.06 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -6.3% | 0.31% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -3.3% | 0.51% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -2.2% | 0.55% | −0.01 |
| AAPL Apple Inc. | Reduce -1.6% | 0.13% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.4% | 1.10% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -9.3% | 0.06% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -6.6% | 0.12% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -7.6% | 0.06% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -2.6% | 0.06% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.3% | 0.12% | −0.00 |
| GWX State Street SPDR S&P Intern | Reduce -2.3% | 0.06% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.2% | 7.29% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.9% | 3.64% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VCRB Vanguard Core Bond ETF | New | 1.89% | +1.89 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 1.51% | +1.51 |
| IAGG iShares Intl Aggregate Bond | Add +3.3% | 6.64% | +0.14 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.0% | 3.08% | +0.09 |
| SPTS SS SPDR P St Term TSY ETF | Add +3.4% | 4.06% | +0.08 |
| REET iShares Global REIT ETF | Add +1.8% | 2.81% | +0.07 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | New | 0.03% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +5.0% | 0.48% | +0.02 |
| JMUB JPMorgan Municipal ETF | Add +4.3% | 0.87% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.0% | 0.48% | +0.02 |
| DNA Ginkgo Bioworks Holdings Inc. | New | 0.02% | +0.02 |
| XLE SS Energy Select Sector | Add +12.9% | 0.05% | +0.02 |
| AVGO Broadcom Inc. | Add +26.9% | 0.05% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.2% | 0.06% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +0.3% | 0.15% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.06% | 0.00 |
| NYF iShares New York Muni Bond E | Add +0.5% | 0.06% | −0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Add +1.6% | 0.49% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +0.5% | 0.33% | −0.00 |
| AMZN Amazon.com Inc. | Add +5.5% | 0.07% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.09% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.23% | −0.01 |
| JMIA Jumia Technologies AG-ADR | Add +9.4% | 0.02% | −0.02 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 1.25% | −0.02 |
| MUB iShares National Muni Bond E | Add +1.1% | 3.69% | −0.02 |
| MSFT Microsoft Corp. | Add +2.2% | 0.09% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 1.47% | −0.11 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.9% | 4.38% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $689.3M | VTI, SPDW, IAGG, BND, VCRB |
| Q1 2026 | 56 | $610.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2025 | 51 | $605.8M | VTI, BND, SPDW, IAGG, SPTM |
| Q3 2025 | 49 | $594.7M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2025 | 48 | $555.1M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2025 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2024 | 47 | $514.6M | VTI, BND, IAGG, SPDW, SPTM |
| Q3 2024 | 47 | $513.6M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2024 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2024 | 46 | $441.6M | VTI, BND, SPDW, IAGG, SPTM |