Boston Standard Wealth Management, LLC
Q3 2026 13F filing
Updated 29 days ago57 disclosed positions worth $695.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $252M | 673.5K | 36.22% | Added(+0.9%) |
| 2 | ? N/A VANGUARD MALVERN FDS | $72M | 978.5K | 10.35% | Added(+132.3%) |
| 3 | S SPDR INDEX SHS FDS | $47.6M | 948.3K | 6.84% | Added(+0.2%) |
| 4 | S SPDR SERIES TRUST ETF | $32.2M | 349.3K | 4.62% | Added(+2.8%) |
| 5 | V VANGUARD MUN BD FDS | $30.6M | 645.4K | 4.39% | — |
| 6 | S SPDR SERIES TRUST | $27.2M | 948.3K | 3.91% | Added(+5.9%) |
| 7 | E ISHARES TR | $27M | 548.1K | 3.87% | Trimmed(-35.5%) |
| 8 | V VANGUARD INTL EQUITY INDEX F | $24.8M | 298.8K | 3.56% | Added(+0.6%) |
| 9 | V VANGUARD INTL EQUITY INDEX F | $23M | 388.0K | 3.31% | Added(+1.3%) |
| 10 | A SPDR SERIES TRUST | $19.9M | 376.2K | 2.86% | Trimmed(-0.2%) |
| 11 | S SPDR SERIES TRUST | $19.8M | 216.4K | 2.85% | Trimmed(-20.7%) |
| 12 | N NVIDIA CORPORATION | $18.5M | 81.1K | 2.66% | Trimmed(-0.1%) |
| 13 | E ISHARES TR | $17.8M | 691.0K | 2.56% | Added(+1.6%) |
| 14 | V VANGUARD CHARLOTTE FDS | $17.7M | 378.5K | 2.55% | Added(+5918.7%) |
| 15 | V VANGUARD WORLD FD | $10.8M | 79.6K | 1.55% | Trimmed(-0.4%) |
| 16 | V VANGUARD INDEX FDS | $8.5M | 36.9K | 1.23% | Added(+1.3%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $6.9M | 44.2K | 0.99% | Added(+0.2%) |
| 18 | S SPDR INDEX SHS FDS | $3.9M | 74.9K | 0.56% | Added(+2.8%) |
| 19 | V VANGUARD WORLD FD | $3.5M | 42.8K | 0.50% | Added(+0.1%) |
| 20 | V VANGUARD MALVERN FDS | $3.4M | 68.1K | 0.48% | Added(+9.8%) |
| 21 | ? N/A NUSHARES ETF TR | $3.2M | 153.0K | 0.47% | Added(+2.0%) |
| 22 | S SPDR SERIES TRUST | $3.2M | 108.8K | 0.46% | Added(+6.2%) |
| 23 | ? N/A INVESCO EXCHANGE TRADED FD T | $2.1M | 40.3K | 0.30% | Trimmed(-4.9%) |
| 24 | S SPDR SERIES TRUST | $2M | 43.4K | 0.29% | Added(+2.3%) |
| 25 | V VANGUARD BD INDEX FDS | $1.8M | 26.1K | 0.26% | Trimmed(-95.3%) |
| 26 | E ISHARES TR | $1.7M | 11.3K | 0.24% | Added(+0.2%) |
| 27 | ? N/A ABRDN ETFS | $1.2M | 46.6K | 0.17% | Trimmed(0.0%) |
| 28 | E ISHARES TR | $969K | 18.6K | 0.14% | Added(+0.1%) |
| 29 | E ISHARES TR | $915K | 9.6K | 0.13% | Trimmed(-0.0%) |
| 30 | E ISHARES TR | $835K | 8.6K | 0.12% | Added(+1.2%) |
| 31 | E ISHARES INC | $829K | 15.3K | 0.12% | Trimmed(-0.6%) |
| 32 | M MICROSOFT CORP | $783K | 1.5K | 0.11% | Trimmed(-1.0%) |
| 33 | S STATE STR SPDR S&P 500 ETF T | $688K | 902 | 0.10% | Added(+0.5%) |
| 34 | B BOEING CO | $655K | 3.5K | 0.09% | Unchanged |
| 35 | A APPLE INC | $569K | 1.7K | 0.08% | Added(+1.7%) |
| 36 | M MICRON TECHNOLOGY INC | $533K | 500 | 0.08% | Trimmed(-28.6%) |
| 37 | G SPDR GOLD TR | $523K | 1.4K | 0.08% | Added(+45.1%) |
| 38 | A BROADCOM INC | $485K | 1.4K | 0.07% | Added(+13.3%) |
| 39 | A AMAZON COM INC | $463K | 1.9K | 0.07% | Trimmed(-0.4%) |
| 40 | V VANGUARD INTL EQUITY INDEX F | $431K | 2.7K | 0.06% | Trimmed(-1.3%) |
| 41 | I INVESCO EXCHANGE TRADED FD T | $420K | 2.0K | 0.06% | Added(+0.3%) |
| 42 | G ALPHABET INC | $411K | 1.2K | 0.06% | Trimmed(-2.2%) |
| 43 | M SPDR INDEX SHS FDS | $408K | 8.9K | 0.06% | Trimmed(-0.1%) |
| 44 | E ISHARES TR | $391K | 5.7K | 0.06% | Trimmed(-2.9%) |
| 45 | J BARCLAYS BANK PLC | $382K | 7.4K | 0.05% | Trimmed(-14.9%) |
| 46 | S SELECT SECTOR SPDR TR | $318K | 5.2K | 0.05% | Added(+0.6%) |
| 47 | ? N/A VANGUARD NY TAX FREE FDS | $303K | 3.1K | 0.04% | — |
| 48 | I ISHARES BITCOIN TRUST ETF | $280K | 5.9K | 0.04% | — |
| 49 | V VANGUARD TAX-MANAGED FDS | $255K | 3.6K | 0.04% | Added(+0.2%) |
| 50 | ? N/A ISHARES TR | $253K | 3.8K | 0.04% | Unchanged |