Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2026) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $695.88 million in total holdings as of September 30, 2026.Boston Standard Wealth Management, LLC owns shares of 57 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.86% of the portfolio was purchased this quarter.About 12.70% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 59 new stocks and bought additional shares in 28 stocks.Boston Standard Wealth Management, LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $252,046,876VANGUARD MALVERN FDS $72,036,668SPDR Portfolio Developed World ex-US ETF $47,614,651SPDR Portfolio S&P 1500 Composite Stock Market ETF $32,156,143Vanguard Tax-Exempt Bond ETF $30,566,714 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $30,566,714 Holding92204H400 - VANGUARD NY TAX FREE FDS $302,809 Holding46438F101 - ISHARES BITCOIN TRUST ETF $280,098 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $201,247 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 557,306 shares (about $41.03M)Vanguard Tax-Exempt Bond ETF 645,412 shares (about $30.57M)Vanguard Total International Bond ETF 372,166 shares (about $17.44M)Vanguard Total Stock Market ETF 6,157 shares (about $2.30M)SPDR Portfolio Short Term Treasury ETF 53,081 shares (about $1.52M) Largest Sales this Quarter Vanguard Total Bond Market ETF 527,949 shares (about $37.04M)iShares Core International Aggregate Bond ETF 301,208 shares (about $14.82M)SPDR Bloomberg 1-3 Month T-Bill ETF 56,529 shares (about $5.18M)Micron Technology 200 shares (about $213.02K)Invesco RAFI US 1500 Small-Mid ETF 2,087 shares (about $109.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Standard Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$252,046,876$2,304,199 ▲0.9%673,48936.2%ETFVANGUARD MALVERN FDS$72,036,668$41,028,875 ▲132.3%978,49310.4%CORE BD ETFSPDWSPDR Portfolio Developed World ex-US ETF$47,614,651$109,106 ▲0.2%948,3106.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$32,156,143$885,982 ▲2.8%349,3334.6%ETFVTEBVanguard Tax-Exempt Bond ETF$30,566,714$30,566,714 ▲New Holding645,4124.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$27,186,639$1,521,834 ▲5.9%948,2603.9%ETFIAGGiShares Core International Aggregate Bond ETF$26,964,590$14,819,454 ▼-35.5%548,0603.9%ETFVEUVanguard FTSE All-World ex-US ETF$24,788,708$149,429 ▲0.6%298,7673.6%ETFVWOVanguard FTSE Emerging Markets ETF$23,010,940$305,328 ▲1.3%387,9773.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$19,883,881$35,469 ▼-0.2%376,1612.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$19,827,836$5,180,332 ▼-20.7%216,3662.8%ETFNVDANVIDIA$18,517,312$12,104 ▼-0.1%81,0812.7%TechnologyREETiShares Global REIT ETF$17,813,464$284,637 ▲1.6%690,9792.6%ETFBNDXVanguard Total International Bond ETF$17,738,141$17,443,422 ▲5,918.7%378,4542.5%ETFESGVVanguard ESG U.S. Stock ETF$10,792,905$42,286 ▼-0.4%79,6341.6%ETFVXFVanguard Extended Market ETF$8,540,627$107,710 ▲1.3%36,8711.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,856,878$12,265 ▲0.2%44,1661.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,877,038$107,092 ▲2.8%74,9040.6%ETFVSGXVanguard ESG International Stock ETF$3,468,839$3,405 ▲0.1%42,7880.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,350,452$299,459 ▲9.8%68,0700.5%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$3,238,212$63,658 ▲2.0%152,9620.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,219,182$188,756 ▲6.2%108,7920.5%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$2,108,942$109,215 ▼-4.9%40,3000.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,025,583$46,231 ▲2.3%43,4200.3%ETFBNDVanguard Total Bond Market ETF$1,828,155$37,036,554 ▼-95.3%26,0600.3%ETFDSIiShares ESG MSCI KLD 400 ETF$1,657,371$3,655 ▲0.2%11,3370.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,205,945$26 ▼0.0%46,6150.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$969,344$832 ▲0.1%18,6410.1%ETFIXUSiShares Core MSCI Total International Stock ETF$915,385$95 ▼0.0%9,6360.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$834,528$9,630 ▲1.2%8,5790.1%ETFESGEiShares ESG Aware MSCI EM ETF$829,460$4,929 ▼-0.6%15,3140.1%ETFMSFTMicrosoft$783,185$8,212 ▼-1.0%1,5260.1%TechnologySPYSPDR S&P 500 ETF Trust$688,386$3,053 ▲0.4%9020.1%ETFBABoeing$655,4540.0%3,5230.1%IndustrialsAAPLApple$568,718$9,329 ▲1.7%1,7070.1%TechnologyMUMicron Technology$532,555$213,022 ▼-28.6%5000.1%TechnologyGLDSPDR Gold Shares$523,217$162,719 ▲45.1%1,3730.1%ETFAVGOBroadcom$485,257$56,924 ▲13.3%1,3810.1%TechnologyAMZNAmazon.com$463,419$1,744 ▼-0.4%1,8600.1%Consumer DiscretionaryVTVanguard Total World Stock ETF$431,253$5,683 ▼-1.3%2,7320.1%ETFRSPInvesco S&P 500 Equal Weight ETF$419,820$1,248 ▲0.3%2,0180.1%ETFGOOGAlphabet$411,302$9,201 ▼-2.2%1,2070.1%Communication ServicesGWXSPDR S&P International Small Cap ETF$407,822$501 ▼-0.1%8,9490.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$390,916$11,786 ▼-2.9%5,7050.1%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$381,969$67,079 ▼-14.9%7,4140.1%ETFXLEEnergy Select Sector SPDR Fund$317,513$1,845 ▲0.6%5,1620.0%ETFVANGUARD NY TAX FREE FDS$302,809$302,809 ▲New Holding3,1100.0%TAX EXEMPT BDISHARES BITCOIN TRUST ETF$280,098$280,098 ▲New Holding5,9160.0%SHS BEN INTVEAVanguard FTSE Developed Markets ETF$254,635$494 ▲0.2%3,6060.0%ETFWOODiShares Global Timber & Forestry ETF$253,0990.0%3,7650.0%ETFEFAiShares MSCI EAFE ETF$248,474$104 ▼0.0%2,3910.0%ETFVGTVanguard Information Technology ETF$226,2060.0%1,8000.0%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$216,8680.0%1,6110.0%ETFHASHasbro$216,219$789 ▼-0.4%2,4660.0%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$201,247$201,247 ▲New Holding1,3340.0%CLASS A COM STKGINKGO BIOWORKS HOLDINGS INC$194,5670.0%15,1650.0%CL A NEWJMIAJumia Technologies$156,834$16,625 ▲11.9%23,5840.0%Consumer DiscretionaryMUBiShares National Muni Bond ETF$0$24,199,122 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$5,543,619 ▼-100.0%00.0%MUNICIPAL ETFNYFiShares New York Muni Bond ETF$0$399,124 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$227,181 ▼-100.0%00.0%ETFWALMART INC$0$221,638 ▼-100.0%00.0%COMFNXFirst Trust Mid Cap Core AlphaDEX Fund$0$204,238 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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