Boston Standard Wealth Management, LLC

CIK 1630939 · View on SEC EDGAR ↗

Portfolio value
$689.3M
#3,115 of 9,443 by 13F value · top 33.0%
Positions
59
As of
June 30, 2026

Portfolio value QoQ: +12.8% 13F does not disclose cash

Top 10 holdings weight
78.40%
Top 25 holdings weight
97.59%
Positions above 1%
16
Effective number of positions
6.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.25% Est. buys $44,137,975 · sells $21,104,635

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 89.4% still held

New positions
4
Increased
33
Decreased
16
Closed
1
On this page

Sector breakdown

Technology
2.6%
Industrials
0.1%
Retail
0.1%
Communication Services
0.1%
Consumer Discretionary
0.0%
Healthcare
0.0%
Other/Unmapped
97.0%

Full portfolio 59 positions

Type Streak 8Q trend
VTI $247,186,302 35.86% 667,332 $31,191,353 Down ×2
SPDW $47,216,952 6.85% 946,137 $2,693,200 Down ×2
IAGG $42,637,479 6.19% 849,268 $2,098,492 Up ×5
BND Vanguard Total Bond Market ETF $40,502,825 5.88% 554,009 $-18,086,600 Down ×2
VCRB Vanguard Core Bond ETF $32,378,737 4.70% 421,187 $20,831,234 Up ×1
SPTM $30,877,753 4.48% 339,708 $4,103,482 Up ×2
SPTS $25,887,684 3.76% 895,179 $1,078,227 Up ×5
BIL $24,941,221 3.62% 272,895 $15,746,648 Up ×1
VEU $24,633,301 3.57% 296,966 $2,404,091 Up ×1
MUB $24,199,122 3.51% 225,728 $1,630,648 Up ×3
VWO $22,745,534 3.30% 382,829 $1,711,355 Down ×2
SPSM $21,812,944 3.16% 376,832 $2,975,248 Down ×1
REET $18,796,873 2.73% 679,938 $1,642,493 Up ×5
NVDA NVIDIA Corporation - Common Stock $15,901,481 2.31% 81,134 $1,596,231 Down ×4
ESGV $10,614,869 1.54% 79,946 $1,651,042 Up ×2
VXF $8,973,982 1.30% 36,406 $1,329,197 Down ×1
VSS $6,805,653 0.99% 44,087 $55,935 Down ×2
JMUB $5,543,619 0.80% 109,873 $257,650 Up ×4
SPEM $3,752,645 0.54% 72,835 $368,985 Up ×1
VSGX $3,486,333 0.51% 42,746 $347,079 Down ×3
NUBD $3,304,995 0.48% 149,955 $333,572 Up ×5
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $3,073,264 0.45% 61,986 $144,702 Up ×4
SPSB $3,062,437 0.44% 102,413 $149,754 Up ×5
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,371,556 0.34% 42,387 $448,011 Up ×1
SHM $2,030,238 0.29% 42,429 $2,429 Down ×1
DSI $1,609,978 0.23% 11,312 $230,356 Up ×4
ESML $1,040,222 0.15% 18,625 $136,623 Down ×1
BCI $1,037,896 0.15% 46,616 $-78,314
IXUS iShares Core MSCI Total International Stock ETF $912,097 0.13% 9,637 $77,643 Up ×1
AOA $827,412 0.12% 8,480 $77,280 Up ×1
ESGE iShares ESG Aware MSCI EM ETF $823,760 0.12% 15,405 $76,966 Down ×3
BA Boeing Company (The) Common Stock $763,540 0.11% 3,523 $30,122
MU Micron Technology, Inc. - Common Stock $740,628 0.11% 700 $376,748 Down ×1
SPY SPY $670,460 0.10% 898 $128,593 Up ×5
MSFT Microsoft Corporation - Common Stock $594,300 0.09% 1,542 $27,979 Up ×2
AAPL Apple Inc. - Common Stock $495,136 0.07% 1,679 $-295,992 Down ×5
AMZN Amazon.com, Inc. - Common Stock $452,974 0.07% 1,867 $53,347 Down ×1
AVGO Broadcom Inc. - Common Stock $452,580 0.07% 1,219 $132,030 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $441,065 0.06% 1,234 $85,846 Up ×1
VT $433,444 0.06% 2,768 $79,072 Up ×1
RSP $431,076 0.06% 2,012 $54,097 Up ×2
AOR $407,692 0.06% 5,877 $31,717 Up ×1
NYF $399,124 0.06% 7,430 $7,253 Up ×5
GWX $393,225 0.06% 8,960 $7,054 Up ×1
DJP $380,018 0.06% 8,716 $-32,706
GLD $355,119 0.05% 946 $-56,251
BNDX Vanguard Total International Bond ETF $303,606 0.04% 6,288 $-69,320 Down ×1
XLE XLE $270,464 0.04% 5,132 $-29,704 Up ×3
VEA $253,876 0.04% 3,599 $50,480 Up ×1
WOOD WOOD $249,027 0.04% 3,765 $-16,549 Up ×1
EFA $246,668 0.04% 2,392 $26,033 Up ×1
FYX First Trust Small Cap Core AlphaDEX Fund $232,650 0.03% 1,611 Up ×1
SCHG $227,181 0.03% 6,644 Up ×1
WMT Walmart Inc. - Common Stock $221,638 0.03% 2,063 $-33,451
VGT $212,139 0.03% 1,800 Up ×1
FNX First Trust Mid Cap Core AlphaDEX Fund $204,238 0.03% 1,400 Up ×1
HAS Hasbro, Inc. - Common Stock $204,027 0.03% 2,475 $-17,346 Up ×1
DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock $164,995 0.02% 15,165 $68,224
JMIA Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares $154,594 0.02% 21,084 $10,230 Up ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
IAGG $42,637,479 6.19% up ×5
SPTS $25,887,684 3.76% up ×5
MUB $24,199,122 3.51% up ×3
REET $18,796,873 2.73% up ×5
JMUB $5,543,619 0.80% up ×4
NUBD $3,304,995 0.48% up ×5
VTIP $3,073,264 0.45% up ×4
SPSB $3,062,437 0.44% up ×5
DSI $1,609,978 0.23% up ×4
SPY $670,460 0.10% up ×5
NYF $399,124 0.06% up ×5
XLE $270,464 0.04% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
FYX $232,650 1,611 0.03%
SCHG $227,181 6,644 0.03%
VGT $212,139 1,800 0.03%
FNX $204,238 1,400 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Trimmed -721 +$31.2M
VCRB Bought more +271K +$20.8M
BND Trimmed -244K -$18.1M
BIL Bought more +172K +$15.7M
SPTM Bought more +4K +$4.1M
SPSM Trimmed -10K +$3.0M
SPDW Trimmed -14K +$2.7M
VEU Bought more +5K +$2.4M
IAGG Bought more +36K +$2.1M
VWO Trimmed -5K +$1.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BIL Dec. 31, 2025 78,686 $7,220,000 No longer tracked
JMUB March 31, 2025 6,627 $332,000 No longer tracked
SLV June 30, 2026 3,390 $229,757 No longer tracked
GLD March 31, 2025 920 $223,000 No longer tracked
ACN Sept. 30, 2025 695 $208,000 -26.0%
XLE June 30, 2025 2,256 $206,000 No longer tracked
DM Sept. 30, 2025 159,682 $0 No longer tracked