Boston Standard Wealth Management, LLC
Holdings as of 2026-06-30, filed 2026-07-06
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
59
Value reported by manager
$6.9B
Sum of our stored positions
$689.3M
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
59.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
59 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $247.2M | 667,332 | — | 922908769 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $47.2M | 946,137 | — | 78463X889 |
| ISHARES TR | CORE INTL AGGR | $42.6M | 849,268 | — | 46435G672 |
| VANGUARD BD INDEX FDS | TOTAL BND MR | $40.5M | 554,009 | — | 921937835 |
| VANGUARD MALVERN FDS | CORE BD ETF | $32.4M | 421,187 | — | 922020748 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $30.9M | 339,708 | — | 78464A805 |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $25.9M | 895,179 | — | 78468R101 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $24.9M | 272,895 | — | 78468R663 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $24.6M | 296,966 | — | 922042775 |
| ISHARES TR | NATIONAL MUN ETF | $24.2M | 225,728 | — | 464288414 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $22.7M | 382,829 | — | 922042858 |
| SPDR SERIES TRUST | ST STR SP600 SML | $21.8M | 376,832 | — | 78468R853 |
| ISHARES TR | GLOBAL REIT ETF | $18.8M | 679,938 | — | 46434V647 |
| NVIDIA CORPORATION | COM | $15.9M | 81,134 | — | 67066G104 |
| VANGUARD WORLD FD | ESG US STK ETF | $10.6M | 79,946 | — | 921910733 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $9M | 36,406 | — | 922908652 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.8M | 44,087 | — | 922042718 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.5M | 109,873 | — | 46641Q647 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $3.8M | 72,835 | — | 78463X509 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.5M | 42,746 | — | 921910725 |
| NUSHARES ETF TR | NUVEEN ESG US | $3.3M | 149,955 | — | 67092P870 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.1M | 61,986 | — | 922020805 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $3.1M | 102,413 | — | 78464A474 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $2.4M | 42,387 | — | 46137V597 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $2M | 42,429 | — | 78468R739 |
| ISHARES TR | ESG MSCI KLD 400 | $1.6M | 11,312 | — | 464288570 |
| ISHARES TR | ESG AWARE MSCI | $1M | 18,625 | — | 46435U663 |
| ABRDN ETFS | BBRG ALL COMD K1 | $1M | 46,616 | — | 003261104 |
| ISHARES TR | CORE MSCI TOTAL | $912.1K | 9,637 | — | 46432F834 |
| ISHARES TR | CORE 80/20 AGGRE | $827.4K | 8,480 | — | 464289859 |
| ISHARES TR | ESG AWR MSCI EM | $823.8K | 15,405 | — | 46434G863 |
| BOEING CO | COM | $763.5K | 3,523 | — | 097023105 |
| MICRON TECHNOLOGY INC | COM | $740.6K | 700 | — | 595112103 |
| SPDR S&P 500 ETF TR | TR UNIT | $670.5K | 898 | — | 78462F103 |
| MICROSOFT CORP | COM | $594.3K | 1,542 | — | 594918104 |
| APPLE INC | COM | $495.1K | 1,679 | — | 037833100 |
| AMAZON COM INC | COM | $453K | 1,867 | — | 023135106 |
| BROADCOM INC | COM | $452.6K | 1,219 | — | 11135F101 |
| ALPHABET INC | CAP STK CL C | $441.1K | 1,234 | — | 02079K107 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $433.4K | 2,768 | — | 922042742 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $431.1K | 2,012 | — | 46137V357 |
| ISHARES TR | CORE 60/40 BALAN | $407.7K | 5,877 | — | 464289867 |
| ISHARES TR | NEW YORK MUN ETF | $399.1K | 7,430 | — | 464288323 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $393.2K | 8,960 | — | 78463X871 |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $380K | 8,716 | — | 06738C778 |
| SPDR GOLD TR | GOLD SHS | $355.1K | 946 | — | 78463V107 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $303.6K | 6,288 | — | 92203J407 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $270.5K | 5,132 | — | 81369Y506 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $253.9K | 3,599 | — | 921943858 |
| ISHARES TR | GL TIMB FORE ETF | $249K | 3,765 | — | 464288174 |
| ISHARES TR | MSCI EAFE ETF | $246.7K | 2,392 | — | 464287465 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $232.7K | 1,611 | — | 33734Y109 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $227.2K | 6,644 | — | 808524300 |
| WALMART INC | COM | $221.6K | 2,063 | — | 931142103 |
| VANGUARD WORLD FD | INF TECH ETF | $212.1K | 1,800 | — | 92204A702 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $204.2K | 1,400 | — | 33735B108 |
| HASBRO INC | COM | $204K | 2,475 | — | 418056107 |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $165K | 15,165 | — | 37611X209 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $154.6K | 21,084 | — | 48138M105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-06