Boston Standard Wealth Management
$689M 13F equity value
60 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Boston Standard Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 667,332 | $247M | 35.9% |
| SPDW | SPDR INDEX SHS FDS | 946,137 | $47M | 6.8% |
| IAGG | ISHARES TR | 849,268 | $43M | 6.2% |
| BND | VANGUARD BD INDEX FDS | 554,009 | $41M | 5.9% |
| VCRB | VANGUARD MALVERN FDS | 421,187 | $32M | 4.7% |
| SPTM | SPDR INDEX SHS FDS | 339,708 | $31M | 4.5% |
| SPTS | SPDR SERIES TRUST | 895,179 | $26M | 3.8% |
| BIL | SPDR SERIES TRUST | 272,895 | $25M | 3.6% |
| VEU | VANGUARD INTL EQUITY INDEX F | 296,966 | $25M | 3.6% |
| MUB | ISHARES TR | 225,728 | $24M | 3.5% |
Track Boston Standard Wealth Management's 13F portfolio: $689M in reported holdings, 60 positions. Top holdings and quarterly changes on SentiSense.
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