Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2026) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $689.34 million in total holdings as of June 30, 2026.Boston Standard Wealth Management, LLC owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.40% of the portfolio was purchased this quarter.About 3.06% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 56 new stocks and bought additional shares in 33 stocks.Boston Standard Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $247,186,302SPDR Portfolio Developed World ex-US ETF $47,216,952iShares Core International Aggregate Bond ETF $42,637,479Vanguard Total Bond Market ETF $40,502,825VANGUARD MALVERN FDS $32,378,737 Largest New Holdings this Quarter 33734Y109 - First Trust Small Cap Core AlphaDEX Fund $232,650 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $227,181 Holding92204A702 - Vanguard Information Technology ETF $212,139 Holding33735B108 - First Trust Mid Cap Core AlphaDEX Fund $204,238 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 271,492 shares (about $20.87M)SPDR Bloomberg 1-3 Month T-Bill ETF 172,287 shares (about $15.75M)iShares Core International Aggregate Bond ETF 36,210 shares (about $1.82M)iShares National Muni Bond ETF 13,269 shares (about $1.42M)SPDR Portfolio Short Term Treasury ETF 42,181 shares (about $1.22M) Largest Sales this Quarter Vanguard Total Bond Market ETF 243,777 shares (about $17.82M)SPDR Portfolio Developed World ex-US ETF 13,633 shares (about $680.35K)SPDR Portfolio S&P 600 Small Cap ETF 10,012 shares (about $579.55K)Apple 1,435 shares (about $423.18K)Micron Technology 300 shares (about $317.41K) 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$247,186,302$267,065 â–¼-0.1%667,33235.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$47,216,952$680,355 â–¼-1.4%946,1376.8%ETFIAGGiShares Core International Aggregate Bond ETF$42,637,479$1,817,922 â–²4.5%849,2686.2%ETFBNDVanguard Total Bond Market ETF$40,502,825$17,822,196 â–¼-30.6%554,0095.9%ETFVANGUARD MALVERN FDS$32,378,737$20,870,939 â–²181.4%421,1874.7%CORE BD ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$30,877,753$321,586 â–²1.1%339,7084.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$25,887,684$1,219,832 â–²4.9%895,1793.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$24,941,221$15,746,159 â–²171.2%272,8953.6%ETFVEUVanguard FTSE All-World ex-US ETF$24,633,301$403,219 â–²1.7%296,9663.6%ETFMUBiShares National Muni Bond ETF$24,199,122$1,422,500 â–²6.2%225,7283.5%ETFVWOVanguard FTSE Emerging Markets ETF$22,745,534$269,801 â–¼-1.2%382,8293.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$21,812,944$579,545 â–¼-2.6%376,8323.2%ETFREETiShares Global REIT ETF$18,796,873$100,545 â–²0.5%679,9382.7%ETFNVDANVIDIA$15,901,481$7,056 â–¼0.0%81,1342.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$10,614,869$102,768 â–²1.0%79,9461.5%ETFVXFVanguard Extended Market ETF$8,973,982$88,986 â–¼-1.0%36,4061.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,805,653$234,486 â–¼-3.3%44,0871.0%ETFJMUBJPMorgan Municipal ETF$5,543,619$211,153 â–²4.0%109,8730.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,752,645$52,862 â–²1.4%72,8350.5%ETFVSGXVanguard ESG International Stock ETF$3,486,333$38,170 â–¼-1.1%42,7460.5%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$3,304,995$348,341 â–²11.8%149,9550.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,073,264$162,870 â–²5.6%61,9860.4%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,062,437$157,737 â–²5.4%102,4130.4%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$2,371,556$50,131 â–²2.2%42,3870.3%ManufacturingSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,030,238$766 â–¼0.0%42,4290.3%FinanceDSIiShares ESG MSCI KLD 400 ETF$1,609,978$3,131 â–²0.2%11,3120.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,040,222$22,005 â–¼-2.1%18,6250.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,037,8960.0%46,6160.2%ETFIXUSiShares Core MSCI Total International Stock ETF$912,097$11,547 â–²1.3%9,6370.1%ManufacturingAOAiShares Core 80/20 Aggressive Allocation ETF$827,412$4,879 â–²0.6%8,4800.1%ETFESGEiShares ESG Aware MSCI EM ETF$823,760$45,506 â–¼-5.2%15,4050.1%ManufacturingBABoeing$763,5400.0%3,5230.1%AerospaceMUMicron Technology$740,628$317,412 â–¼-30.0%7000.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$670,460$53,010 â–²8.6%8980.1%FinanceMSFTMicrosoft$594,300$6,937 â–²1.2%1,5420.1%Computer and TechnologyAAPLApple$495,136$423,181 â–¼-46.1%1,6790.1%Computer and TechnologyAMZNAmazon.com$452,974$6,793 â–¼-1.5%1,8670.1%Retail/WholesaleAVGOBroadcom$452,580$72,398 â–²19.0%1,2190.1%Computer and TechnologyGOOGAlphabet$441,065$9,651 â–²2.2%1,2340.1%Computer and TechnologyVTVanguard Total World Stock ETF$433,444$36,173 â–²9.1%2,7680.1%ETFRSPInvesco S&P 500 Equal Weight ETF$431,076$11,355 â–²2.7%2,0120.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$407,692$4,856 â–²1.2%5,8770.1%ETFNYFiShares New York Muni Bond ETF$399,124$3,116 â–²0.8%7,4300.1%ETFGWXSPDR S&P International Small Cap ETF$393,225$483 â–²0.1%8,9600.1%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$380,0180.0%8,7160.1%FinanceGLDSPDR Gold Shares$355,1190.0%9460.1%FinanceBNDXVanguard Total International Bond ETF$303,606$71,556 â–¼-19.1%6,2880.0%ETFXLEEnergy Select Sector SPDR Fund$270,464$1,950 â–²0.7%5,1320.0%ETFVEAVanguard FTSE Developed Markets ETF$253,876$33,436 â–²15.2%3,5990.0%ETFWOODiShares Global Timber & Forestry ETF$249,027$2,249 â–²0.9%3,7650.0%ETFEFAiShares MSCI EAFE ETF$246,668$15,881 â–²6.9%2,3920.0%FinanceFYXFirst Trust Small Cap Core AlphaDEX Fund$232,650$232,650 â–²New Holding1,6110.0%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$227,181$227,181 â–²New Holding6,6440.0%ETFWALMART INC$221,6380.0%2,0630.0%COMVGTVanguard Information Technology ETF$212,139$212,139 â–²New Holding1,8000.0%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$204,238$204,238 â–²New Holding1,4000.0%ManufacturingHASHasbro$204,027$742 â–²0.4%2,4750.0%Consumer DiscretionaryGINKGO BIOWORKS HOLDINGS INC$164,9950.0%15,1650.0%CL A NEWJMIAJumia Technologies$154,594$1,408 â–²0.9%21,0840.0%Retail/WholesaleSLViShares Silver Trust$0$229,757 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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