Boston Standard Wealth Management, LLC

Portfolio Overview

Boston Standard Wealth Management, LLC disclosed 59 positions worth $689.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 1 and a full exit from $SLV. The portfolio is most concentrated in Other (96.7% of disclosed assets). All figures are sourced directly from Boston Standard Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1630939.

• VANGUARD INDEX FDS - TOTAL STK MKT

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  Quality

  $247.2M667,332 sh

• SPDR INDEX SHS FDS - STATE STREET SPD

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  Quality

  $47.2M946,137 sh

• ISHARES TR - CORE INTL AGGR

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  Quality

  $42.6M849,268 sh

• VANGUARD BD INDEX FDS - TOTAL BND MR

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  Quality

  $40.5M554,009 sh

• VANGUARD MALVERN FDS - CORE BD ETF

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  Quality

  $32.4M421,187 sh

• SPDR INDEX SHS FDS - STATE STREET SPD

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  Quality

  $30.9M339,708 sh

• SPDR SERIES TRUST - ST SHO TREAS ETF

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  Quality

  $25.9M895,179 sh

• SPDR SERIES TRUST - ST STR BLO 1 ETF

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  Quality

  $24.9M272,895 sh

• VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US

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  Quality

  $24.6M296,966 sh

• ISHARES TR - NATIONAL MUN ETF

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  Quality

  $24.2M225,728 sh

Showing top 10 of 59 holdings.

Full Holdings — Boston Standard Wealth Management, LLC (Q2 2026)

All 59 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - TOTAL STK MKT	$247.2M	35.9%	-0%	—
2	—	SPDR INDEX SHS FDS - STATE STREET SPD	$47.2M	6.8%	-1%	—
3	—	ISHARES TR - CORE INTL AGGR	$42.6M	6.2%	+4%	—
4	—	VANGUARD BD INDEX FDS - TOTAL BND MR	$40.5M	5.9%	-31%	—
5	—	VANGUARD MALVERN FDS - CORE BD ETF	$32.4M	4.7%	+181%	—
6	—	SPDR INDEX SHS FDS - STATE STREET SPD	$30.9M	4.5%	+1%	—
7	—	SPDR SERIES TRUST - ST SHO TREAS ETF	$25.9M	3.8%	+5%	—
8	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$24.9M	3.6%	+171%	—
9	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$24.6M	3.6%	+2%	—
10	—	ISHARES TR - NATIONAL MUN ETF	$24.2M	3.5%	+6%	—
11	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$22.7M	3.3%	-1%	—
12	—	SPDR SERIES TRUST - ST STR SP600 SML	$21.8M	3.2%	-3%	—
13	—	ISHARES TR - GLOBAL REIT ETF	$18.8M	2.7%	+1%	—
14	$NVDA	NVIDIA CORP	$15.9M	2.3%	-0%	90.2
15	—	VANGUARD WORLD FD - ESG US STK ETF	$10.6M	1.5%	+1%	—
16	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$9.0M	1.3%	-1%	—
17	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$6.8M	1.0%	-3%	—
18	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	$5.5M	0.8%	+4%	—
19	—	SPDR INDEX SHS FDS - STATE STREET SPD	$3.8M	0.5%	+1%	—
20	—	VANGUARD WORLD FD - ESG INTL STK ETF	$3.5M	0.5%	-1%	—
21	—	NUSHARES ETF TR - NUVEEN ESG US	$3.3M	0.5%	+12%	—
22	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$3.1M	0.5%	+6%	—
23	—	SPDR SERIES TRUST - ST SHOR CORP ETF	$3.1M	0.4%	+5%	—
24	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	$2.4M	0.3%	+2%	—
25	—	SPDR SERIES TRUST - ST NUVE TERM ETF	$2.0M	0.3%	-0%	—
26	—	ISHARES TR - ESG MSCI KLD 400	$1.6M	0.2%	+0%	—
27	—	ISHARES TR - ESG AWARE MSCI	$1.0M	0.1%	-2%	—
28	—	ABRDN ETFS - BBRG ALL COMD K1	$1.0M	0.1%	+0%	—
29	—	ISHARES TR - CORE MSCI TOTAL	$912,097	0.1%	+1%	—
30	—	ISHARES TR - CORE 80/20 AGGRE	$827,412	0.1%	+1%	—
31	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	$823,760	0.1%	-5%	—
32	$BA	BOEING CO	$763,540	0.1%	+0%	51.8
33	$MU	MICRON TECHNOLOGY INC	$740,628	0.1%	-30%	88.4
34	$SPY	SPDR S&P 500 ETF TRUST	$670,460	0.1%	+9%	—
35	$MSFT	MICROSOFT CORP	$594,300	0.1%	+1%	83.7
36	$AAPL	Apple Inc.	$495,136	0.1%	-46%	76.1
37	$AMZN	AMAZON COM INC	$452,974	0.1%	-1%	74.6
38	$AVGO	Broadcom Inc.	$452,580	0.1%	+19%	86.4
39	$GOOGL	Alphabet Inc.	$441,065	0.1%	+2%	80.2
40	$DOV	DOVER Corp	$433,444	0.1%	+9%	63.1
41	$IVZ	Invesco Ltd.	$431,076	0.1%	+3%	—
42	—	ISHARES TR - CORE 60/40 BALAN	$407,692	0.1%	+1%	—
43	—	ISHARES TR - NEW YORK MUN ETF	$399,124	0.1%	+1%	—
44	—	SPDR INDEX SHS FDS - STATE STREET SPD	$393,225	0.1%	+0%	—
45	$DJP	BARCLAYS BANK PLC	$380,018	0.1%	+0%	—
46	$GLD	SPDR GOLD TRUST	$355,119	0.1%	+0%	—
47	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$303,606	0.0%	-19%	—
48	—	SELECT SECTOR SPDR TR - STATE STREET ENE	$270,464	0.0%	+1%	—
49	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$253,876	0.0%	+15%	—
50	—	ISHARES TR - GL TIMB FORE ETF	$249,027	0.0%	+1%	—
51	—	ISHARES TR - MSCI EAFE ETF	$246,668	0.0%	+7%	—
52	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	$232,650	0.0%	NEW	—
53	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$227,181	0.0%	NEW	—
54	$WMT	Walmart Inc.	$221,638	0.0%	+0%	63.2
55	—	VANGUARD WORLD FD - INF TECH ETF	$212,139	0.0%	NEW	—
56	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	$204,238	0.0%	NEW	—
57	$HAS	HASBRO, INC.	$204,027	0.0%	+0%	43.1
58	$DNA	Ginkgo Bioworks Holdings, Inc.	$164,995	0.0%	+0%	11.7
59	$JMIA	Jumia Technologies AG	$154,594	0.0%	+1%	—