Boston Standard Wealth Management, LLC 13F Holdings · Q3 2026
Boston Standard Wealth Management, LLC reported 57 securities worth $695.88M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VTI (36.22%), VCRB (10.35%), SPDW (6.84%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $252.0M | 36.22% | 673,489 | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $72.0M | 10.35% | 978,493 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $47.6M | 6.84% | 948,310 | Added |
| 4 | SPTM | SPDR SERIES TRUST ETF | $32.2M | 4.62% | 349,333 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $30.6M | 4.39% | 645,412 | New |
| 6 | SPTS | SPDR SERIES TRUST | $27.2M | 3.91% | 948,260 | Added |
| 7 | IAGG | ISHARES TR | $27.0M | 3.87% | 548,060 | Trimmed |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $24.8M | 3.56% | 298,767 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $23.0M | 3.31% | 387,977 | Added |
| 10 | SPSM | SPDR SERIES TRUST | $19.9M | 2.86% | 376,161 | Trimmed |
| 11 | BIL | SPDR SERIES TRUST | $19.8M | 2.85% | 216,366 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $18.5M | 2.66% | 81,081 | Trimmed |
| 13 | REET | ISHARES TR | $17.8M | 2.56% | 690,979 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $17.7M | 2.55% | 378,454 | Added |
| 15 | ESGV | VANGUARD WORLD FD | $10.8M | 1.55% | 79,634 | Trimmed |
| 16 | VXF | VANGUARD INDEX FDS | $8.5M | 1.23% | 36,871 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $6.9M | 0.99% | 44,166 | Added |
| 18 | SPEM | SPDR INDEX SHS FDS | $3.9M | 0.56% | 74,904 | Added |
| 19 | VSGX | VANGUARD WORLD FD | $3.5M | 0.50% | 42,788 | Added |
| 20 | VTIP | VANGUARD MALVERN FDS | $3.4M | 0.48% | 68,070 | Added |
| 21 | NUBD | NUSHARES ETF TR | $3.2M | 0.47% | 152,962 | Added |
| 22 | SPSB | SPDR SERIES TRUST | $3.2M | 0.46% | 108,792 | Added |
| 23 | PRFZ | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.30% | 40,300 | Trimmed |
| 24 | SHM | SPDR SERIES TRUST | $2.0M | 0.29% | 43,420 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $1.8M | 0.26% | 26,060 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR