# Boston Standard Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1630939. Source: https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/

- Reported value: $695.9M
- Positions: 57
- Weight of the ten largest: 79.9%
- Filed: 2026-10-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $252.0M | 673,489 | 36.2% | 32 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $72.0M | 978,493 | 10.4% | 3 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $47.6M | 948,310 | 6.8% | 32 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $32.2M | 349,333 | 4.6% | 32 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $30.6M | 645,412 | 4.4% | 1 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $27.2M | 948,260 | 3.9% | 32 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $27.0M | 548,060 | 3.9% | 32 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $24.8M | 298,767 | 3.6% | 32 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $23.0M | 387,977 | 3.3% | 32 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $19.9M | 376,161 | 2.9% | 32 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $19.8M | 216,366 | 2.8% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $18.5M | 81,081 | 2.7% | 11 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $17.8M | 690,979 | 2.6% | 32 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $17.7M | 378,454 | 2.5% | 32 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $10.8M | 79,634 | 1.6% | 8 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $8.5M | 36,871 | 1.2% | 32 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $6.9M | 44,166 | 1.0% | 32 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $3.9M | 74,904 | 0.6% | 32 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $3.5M | 42,788 | 0.5% | 31 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $3.4M | 68,070 | 0.5% | 21 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $3.2M | 152,962 | 0.5% | 31 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $3.2M | 108,792 | 0.5% | 32 |
| INVESCO EXCHANGE TRADED FD T | [PRFZ](https://holderbook.com/stocks/PRFZ/) | $2.1M | 40,300 | 0.3% | 32 |
| SPDR SERIES TRUST | [SHM](https://holderbook.com/stocks/SHM/) | $2.0M | 43,420 | 0.3% | 28 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.8M | 26,060 | 0.3% | 21 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $1.7M | 11,337 | 0.2% | 32 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $1.2M | 46,615 | 0.2% | 16 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $969.3K | 18,641 | 0.1% | 26 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $915.4K | 9,636 | 0.1% | 32 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $834.5K | 8,579 | 0.1% | 32 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $829.5K | 15,314 | 0.1% | 25 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $783.2K | 1,526 | 0.1% | 25 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $688.4K | 902 | 0.1% | 13 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $655.5K | 3,523 | 0.1% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $568.7K | 1,707 | 0.1% | 30 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $532.6K | 500 | 0.1% | 4 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $523.2K | 1,373 | 0.1% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $485.3K | 1,381 | 0.1% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $463.4K | 1,860 | 0.1% | 10 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $431.3K | 2,732 | 0.1% | 23 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $419.8K | 2,018 | 0.1% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $411.3K | 1,207 | 0.1% | 11 |
| SPDR INDEX SHS FDS | [GWX](https://holderbook.com/stocks/GWX/) | $407.8K | 8,949 | 0.1% | 32 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $390.9K | 5,705 | 0.1% | 31 |
| BARCLAYS BANK PLC | [DJP](https://holderbook.com/stocks/DJP/) | $382.0K | 7,414 | 0.1% | 14 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $317.5K | 5,162 | 0.0% | 5 |
| VANGUARD NY TAX FREE FDS | [MUNY](https://holderbook.com/stocks/MUNY/) | $302.8K | 3,110 | 0.0% | 1 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $280.1K | 5,916 | 0.0% | 1 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $254.6K | 3,606 | 0.0% | 3 |
| ISHARES TR | [WOOD](https://holderbook.com/stocks/WOOD/) | $253.1K | 3,765 | 0.0% | 32 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $248.5K | 2,391 | 0.0% | 5 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $226.2K | 1,800 | 0.0% | 2 |
| FIRST TR EXCHANGE-TRADED ALP | [FYX](https://holderbook.com/stocks/FYX/) | $216.9K | 1,611 | 0.0% | 2 |
| HASBRO INC | [HAS](https://holderbook.com/stocks/HAS/) | $216.2K | 2,466 | 0.0% | 4 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $201.2K | 1,334 | 0.0% | 1 |
| GINKGO BIOWORKS HOLDINGS INC | [DNA](https://holderbook.com/stocks/DNA/) | $194.6K | 15,165 | 0.0% | 3 |
| JUMIA TECHNOLOGIES AG | [JMIA](https://holderbook.com/stocks/JMIA/) | $156.8K | 23,584 | 0.0% | 10 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.0% | +14.8% | -4.9% | 99% |
| Q1 2026 | -1.8% | -4.6% | +2.9% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +5.9% | +7.8% | -2.0% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.3% | 102% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2024 | -1.4% | +2.1% | -3.6% | 99% |
| Q3 2024 | +6.3% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $695.9M | 57 |
| Q2 2026 | $689.3M | 59 |
| Q1 2026 | $610.9M | 56 |
| Q4 2025 | $605.8M | 51 |
| Q3 2025 | $594.7M | 49 |
| Q2 2025 | $555.1M | 47 |
| Q1 2025 | $454.9M | 47 |
| Q4 2024 | $514.6M | 47 |
| Q3 2024 | $513.6M | 47 |
| Q2 2024 | $454.9M | 47 |
| Q1 2024 | $441.6M | 46 |
| Q4 2023 | $378.8M | 43 |