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Boston Standard Wealth Management, LLC Portfolio
$695.9M across 57 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.9%
-5.6% a year vs the S&P 500
3 years
+13.2%
-8.0% a year vs the S&P 500
5 years
+5.5%
-6.6% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $252M | 36.2% | 673,489 |
| VANGUARD MALVERN FDS | $72M | 10.4% | 978,493 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $47.6M | 6.8% | 948,310 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $32.2M | 4.6% | 349,333 |
| VTEBVanguard Tax-Exempt Bond ETF | $30.6M | 4.4% | 645,412 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $27.2M | 3.9% | 948,260 |
| IAGGiShares International Aggregate Bond Fund | $27M | 3.9% | 548,060 |
| VEUVanguard FTSE All World Ex US ETF | $24.8M | 3.6% | 298,767 |
| VWOVanguard FTSE Emerging Markets ETF | $23M | 3.3% | 387,977 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $19.9M | 2.9% | 376,161 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $19.8M | 2.8% | 216,366 |
| NVDANVIDIA Corp | $18.5M | 2.7% | 81,081 |
| REETiShares Trust iShares Global REIT ETF | $17.8M | 2.6% | 690,979 |
| BNDXVanguard Total International Bond ETF | $17.7M | 2.5% | 378,454 |
| ESGVVanguard ESG U.S. Stock ETF | $10.8M | 1.6% | 79,634 |
| VXFVanguard Extended Market ETF | $8.5M | 1.2% | 36,871 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $6.9M | 1.0% | 44,166 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $3.9M | 0.6% | 74,904 |
| VSGXVanguard ESG International Stock ETF | $3.5M | 0.5% | 42,788 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3.4M | 0.5% | 68,070 |
| NUSHARES ETF TR | $3.2M | 0.5% | 152,962 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $3.2M | 0.5% | 108,792 |
| INVESCO EXCHANGE TRADED FD T | $2.1M | 0.3% | 40,300 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $2M | 0.3% | 43,420 |
| BNDVanguard Total Bond Market ETF | $1.8M | 0.3% | 26,060 |
| DSIiShares ESG MSCI KLD 400 ETF | $1.7M | 0.2% | 11,337 |
| ABRDN ETFS | $1.2M | 0.2% | 46,615 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $969.3K | 0.1% | 18,641 |
| IXUSiShares Core MSCI Total International Stock ETF | $915.4K | 0.1% | 9,636 |
| AOAiShares Core Aggressive Allocation Fund | $834.5K | 0.1% | 8,579 |
| ESGEiShares ESG Aware MSCI EM ETF | $829.5K | 0.1% | 15,314 |
| MSFTMicrosoft Corp | $783.2K | 0.1% | 1,526 |
| SPYState Street SPDR S&P 500 ETF Trust | $688.4K | 0.1% | 902 |
| BABoeing Co | $655.5K | 0.1% | 3,523 |
| AAPLApple Inc | $568.7K | 0.1% | 1,707 |
| MUMicron Technology Inc | $532.6K | 0.1% | 500 |
| GLDSPDR Gold Shares | $523.2K | 0.1% | 1,373 |
| AVGOBroadcom Inc | $485.3K | 0.1% | 1,381 |
| AMZNAmazon.com Inc | $463.4K | 0.1% | 1,860 |
| VTVanguard Total World Stock Index ETF | $431.3K | 0.1% | 2,732 |
| RSPInvesco S&P 500 Equal Weight ETF | $419.8K | 0.1% | 2,018 |
| GOOGAlphabet Inc | $411.3K | 0.1% | 1,207 |
| SPDR INDEX SHS FDS | $407.8K | 0.1% | 8,949 |
| AORiShares Core 60/40 Balanced Allocation ETF | $390.9K | 0.1% | 5,705 |
| BARCLAYS BANK PLC | $382K | 0.1% | 7,414 |
| XLEState Street Energy Select Sector SPDR ETF | $317.5K | 0.0% | 5,162 |
| VANGUARD NY TAX FREE FDS | $302.8K | 0.0% | 3,110 |
| IBITiShares Bitcoin Trust ETF | $280.1K | 0.0% | 5,916 |
| VEAVanguard FTSE Developed Markets ETF | $254.6K | 0.0% | 3,606 |
| ISHARES TR | $253.1K | 0.0% | 3,765 |
| EFAiShares MSCI EAFE ETF | $248.5K | 0.0% | 2,391 |
| VGTVanguard Information Tech ETF | $226.2K | 0.0% | 1,800 |
| FYXFirst Trust Small Cap Core AlphaDEX Fund | $216.9K | 0.0% | 1,611 |
| HASHasbro Inc | $216.2K | 0.0% | 2,466 |
| SPCXSpace Exploration Technologies Corp | $201.2K | 0.0% | 1,334 |
| GINKGO BIOWORKS HOLDINGS INC | $194.6K | 0.0% | 15,165 |
| JUMIA TECHNOLOGIES AG | $156.8K | 0.0% | 23,584 |
Quarter ending 2026-09-30.
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