Boston Standard Wealth Management, LLC

Est. AUM

$689.3M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$247.2M	667332	35.86%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$47.2M	946137	6.85%	SOLE
3	ISHARES TR	CORE INTL AGGR	$42.6M	849268	6.19%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MR	$40.5M	554009	5.88%	SOLE
5	VANGUARD MALVERN FDS	CORE BD ETF	$32.4M	421187	4.70%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$30.9M	339708	4.48%	SOLE
7	SPDR SERIES TRUST	ST SHO TREAS ETF	$25.9M	895179	3.76%	SOLE
8	SPDR SERIES TRUST	ST STR BLO 1 ETF	$24.9M	272895	3.62%	SOLE
9	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$24.6M	296966	3.57%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$24.2M	225728	3.51%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$22.7M	382829	3.30%	SOLE
12	SPDR SERIES TRUST	ST STR SP600 SML	$21.8M	376832	3.16%	SOLE
13	ISHARES TR	GLOBAL REIT ETF	$18.8M	679938	2.73%	SOLE
14	NVIDIA CORPORATION	COM	$15.9M	81134	2.31%	SOLE
15	VANGUARD WORLD FD	ESG US STK ETF	$10.6M	79946	1.54%	SOLE
16	VANGUARD INDEX FDS	EXTEND MKT ETF	$9.0M	36406	1.30%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$6.8M	44087	0.99%	SOLE
18	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$5.5M	109873	0.80%	SOLE
19	SPDR INDEX SHS FDS	STATE STREET SPD	$3.8M	72835	0.54%	SOLE
20	VANGUARD WORLD FD	ESG INTL STK ETF	$3.5M	42746	0.51%	SOLE
21	NUSHARES ETF TR	NUVEEN ESG US	$3.3M	149955	0.48%	SOLE
22	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.1M	61986	0.45%	SOLE
23	SPDR SERIES TRUST	ST SHOR CORP ETF	$3.1M	102413	0.44%	SOLE
24	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$2.4M	42387	0.34%	SOLE
25	SPDR SERIES TRUST	ST NUVE TERM ETF	$2.0M	42429	0.29%	SOLE
26	ISHARES TR	ESG MSCI KLD 400	$1.6M	11312	0.23%	SOLE
27	ISHARES TR	ESG AWARE MSCI	$1.0M	18625	0.15%	SOLE
28	ABRDN ETFS	BBRG ALL COMD K1	$1.0M	46616	0.15%	SOLE
29	ISHARES TR	CORE MSCI TOTAL	$912K	9637	0.13%	SOLE
30	ISHARES TR	CORE 80/20 AGGRE	$827K	8480	0.12%	SOLE
31	ISHARES TR	ESG AWR MSCI EM	$824K	15405	0.12%	SOLE
32	BOEING CO	COM	$764K	3523	0.11%	SOLE
33	MICRON TECHNOLOGY INC	COM	$741K	700	0.11%	SOLE
34	SPDR S&P 500 ETF TR	TR UNIT	$670K	898	0.10%	SOLE
35	MICROSOFT CORP	COM	$594K	1542	0.09%	SOLE
36	APPLE INC	COM	$495K	1679	0.07%	SOLE
37	BROADCOM INC	COM	$453K	1219	0.07%	SOLE
38	AMAZON COM INC	COM	$453K	1867	0.07%	SOLE
39	ALPHABET INC	CAP STK CL C	$441K	1234	0.06%	SOLE
40	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$433K	2768	0.06%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$431K	2012	0.06%	SOLE
42	ISHARES TR	CORE 60/40 BALAN	$408K	5877	0.06%	SOLE
43	ISHARES TR	NEW YORK MUN ETF	$399K	7430	0.06%	SOLE
44	SPDR INDEX SHS FDS	STATE STREET SPD	$393K	8960	0.06%	SOLE
45	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$380K	8716	0.06%	SOLE
46	SPDR GOLD TR	GOLD SHS	$355K	946	0.05%	SOLE
47	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$304K	6288	0.04%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET ENE	$270K	5132	0.04%	SOLE
49	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$254K	3599	0.04%	SOLE
50	ISHARES TR	GL TIMB FORE ETF	$249K	3765	0.04%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.