Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2026) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $610.86 million in total holdings as of March 31, 2026.Boston Standard Wealth Management, LLC owns shares of 56 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.08% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Boston Standard Wealth Management, LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $215,994,949Vanguard Total Bond Market ETF $58,589,425SPDR Portfolio Developed World ex-US ETF $44,523,752iShares Core International Aggregate Bond ETF $40,538,987SPDR Portfolio S&P 1500 Composite Stock Market ETF $26,774,271 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $11,547,503 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $9,194,573 Holding46428Q109 - iShares Silver Trust $229,757 Holding921943858 - Vanguard FTSE Developed Markets ETF $203,396 Holding37611X209 - GINKGO BIOWORKS HOLDINGS INC $96,771 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 149,695 shares (about $11.55M)SPDR Bloomberg 1-3 Month T-Bill ETF 100,608 shares (about $9.19M)iShares Core International Aggregate Bond ETF 25,896 shares (about $1.29M)SPDR Portfolio Short Term Treasury ETF 28,203 shares (about $820.28K)iShares Global REIT ETF 11,657 shares (about $295.68K) Largest Sales this Quarter Vanguard Total Bond Market ETF 123,099 shares (about $9.04M)SPDR Portfolio Developed World ex-US ETF 31,822 shares (about $1.48M)Vanguard Total Stock Market ETF 1,665 shares (about $538.33K)Vanguard FTSE All-World ex-US ETF 5,577 shares (about $424.41K)Vanguard FTSE Emerging Markets ETF 7,056 shares (about $383.14K) 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$215,994,949$538,328 â–¼-0.2%668,05335.4%ETFBNDVanguard Total Bond Market ETF$58,589,425$9,040,394 â–¼-13.4%797,7869.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$44,523,752$1,476,223 â–¼-3.2%959,7707.3%ETFIAGGiShares Core International Aggregate Bond ETF$40,538,987$1,291,172 â–²3.3%813,0586.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$26,774,271$232,802 â–²0.9%336,1704.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$24,809,457$820,285 â–²3.4%852,9984.1%ETFMUBiShares National Muni Bond ETF$22,568,474$236,669 â–²1.1%212,4593.7%ETFVEUVanguard FTSE All-World ex-US ETF$22,229,210$424,410 â–¼-1.9%292,1053.6%ETFVWOVanguard FTSE Emerging Markets ETF$21,034,179$383,141 â–¼-1.8%387,3703.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$18,837,696$8,278 â–²0.0%386,8443.1%ETFREETiShares Global REIT ETF$17,154,380$295,680 â–²1.8%676,3012.8%ETFNVDANVIDIA$14,305,250$9,164 â–¼-0.1%81,1702.3%Computer and TechnologyVANGUARD MALVERN FDS$11,547,503$11,547,503 â–²New Holding149,6951.9%CORE BD ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$9,194,573$9,194,573 â–²New Holding100,6081.5%ETFESGVVanguard ESG U.S. Stock ETF$8,963,827$5,321 â–²0.1%79,1721.5%ETFVXFVanguard Extended Market ETF$7,644,785$5,406 â–²0.1%36,7671.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,749,718$235,617 â–¼-3.4%45,6061.1%ETFJMUBJPMorgan Municipal ETF$5,285,969$215,264 â–²4.2%105,6880.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,383,660$76,288 â–¼-2.2%71,8090.6%ETFVSGXVanguard ESG International Stock ETF$3,139,254$106,787 â–¼-3.3%43,2140.5%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,971,423$46,227 â–²1.6%134,1500.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,928,562$139,441 â–²5.0%58,7010.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,912,683$140,120 â–²5.1%97,1380.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,027,809$10,940 â–²0.5%42,4450.3%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$1,923,545$128,650 â–¼-6.3%41,4910.3%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$1,379,622$3,544 â–²0.3%11,2900.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,116,2100.0%46,6160.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$903,599$2,376 â–²0.3%19,0190.1%ETFIXUSiShares Core MSCI Total International Stock ETF$834,4540.0%9,5150.1%ManufacturingAAPLApple$791,128$13,211 â–¼-1.6%3,1140.1%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$750,132$52,856 â–¼-6.6%8,4300.1%ETFESGEiShares ESG Aware MSCI EM ETF$746,794$33,214 â–¼-4.3%16,2560.1%ManufacturingBABoeing$733,4180.0%3,5230.1%AerospaceMSFTMicrosoft$566,321$12,263 â–²2.2%1,5240.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$541,867$1,310 â–²0.2%8270.1%FinanceDJPiPath Bloomberg Commodity Index Total Return ETN$412,7240.0%8,7160.1%FinanceGLDSPDR Gold Shares$411,3700.0%9460.1%FinanceAMZNAmazon.com$399,627$20,667 â–²5.5%1,8950.1%Retail/WholesaleNYFiShares New York Muni Bond ETF$391,871$1,967 â–²0.5%7,3720.1%ETFGWXSPDR S&P International Small Cap ETF$386,171$9,105 â–¼-2.3%8,9490.1%ETFRSPInvesco S&P 500 Equal Weight ETF$376,979$1,347 â–²0.4%1,9590.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$375,975$30,754 â–¼-7.6%5,8070.1%ETFBNDXVanguard Total International Bond ETF$372,926$37,485 â–²11.2%7,7700.1%ETFMUMicron Technology$363,8800.0%1,0000.1%Computer and TechnologyGOOGAlphabet$355,219$36,493 â–¼-9.3%1,2070.1%Computer and TechnologyVTVanguard Total World Stock ETF$354,372$9,359 â–¼-2.6%2,5370.1%ETFAVGOBroadcom$320,550$67,929 â–²26.9%1,0240.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$300,168$34,406 â–²12.9%5,0950.0%ETFWOODiShares Global Timber & Forestry ETF$265,5760.0%3,7310.0%ETFWALMART INC$255,0890.0%2,0630.0%COMSLViShares Silver Trust$229,757$229,757 â–²New Holding3,3900.0%ETFHASHasbro$221,3730.0%2,4660.0%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$220,6350.0%2,2380.0%FinanceVEAVanguard FTSE Developed Markets ETF$203,396$203,396 â–²New Holding3,1250.0%ETFJMIAJumia Technologies$144,364$12,438 â–²9.4%20,8920.0%Retail/WholesaleGINKGO BIOWORKS HOLDINGS INC$96,771$96,771 â–²New Holding15,1650.0%CL A NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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