Boston Standard Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$610.9M
Q ending 2026-03-31
Prior quarter
$605.8M
Q ending 2025-12-31
Change
+0.8% QoQ · +21.0% YoY
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $216.0M | 668K |
| Vanguard Bd Index Fds | BND | Shares | $58.6M | 798K |
| Spdr Index Shs Fds | SPDW | Shares | $44.5M | 960K |
| Ishares Tr | IAGG | Shares | $40.5M | 813K |
| Spdr Index Shs Fds | SPTM | Shares | $26.8M | 336K |
| Spdr Series Trust | SPTS | Shares | $24.8M | 853K |
| Ishares Tr | MUB | Shares | $22.6M | 212K |
| Vanguard Intl Equity Index F | VEU | Shares | $22.2M | 292K |
| Vanguard Intl Equity Index F | VWO | Shares | $21.0M | 387K |
| Spdr Series Trust | SPSM | Shares | $18.8M | 387K |
| Ishares Tr | REET | Shares | $17.2M | 676K |
| Nvidia Corporation | NVDA | Shares | $14.3M | 81K |
| Vanguard Malvern Fds | VCRB | Shares | $11.5M | 150K |
| Spdr Series Trust | BIL | Shares | $9.2M | 101K |
| Vanguard World Fd | ESGV | Shares | $9.0M | 79K |
| Vanguard Index Fds | VXF | Shares | $7.6M | 37K |
| Vanguard Intl Equity Index F | VSS | Shares | $6.7M | 46K |
| J P Morgan Exchange Traded F | JMUB | Shares | $5.3M | 106K |
| Spdr Index Shs Fds | SPEM | Shares | $3.4M | 72K |
| Vanguard World Fd | VSGX | Shares | $3.1M | 43K |
| Nushares Etf Tr | NUBD | Shares | $3.0M | 134K |
| Vanguard Malvern Fds | VTIP | Shares | $2.9M | 59K |
| Spdr Series Trust | SPSB | Shares | $2.9M | 97K |
| Spdr Series Trust | SHM | Shares | $2.0M | 42K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $1.9M | 41K |
| Ishares Tr | DSI | Shares | $1.4M | 11K |
| Abrdn Etfs | BCI | Shares | $1.1M | 47K |
| Ishares Tr | ESML | Shares | $904K | 19K |
| Ishares Tr | IXUS | Shares | $834K | 10K |
| Apple Inc | AAPL | Shares | $791K | 3K |
| Ishares Tr | AOA | Shares | $750K | 8K |
| Ishares Tr | ESGE | Shares | $747K | 16K |
| Boeing Co | BA | Shares | $733K | 4K |
| Microsoft Corp | MSFT | Shares | $566K | 2K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $542K | 827 |
| Barclays Bank Plc | DJP | Shares | $413K | 9K |
| Spdr Gold Tr | GLD | Shares | $411K | 946 |
| Amazon Com Inc | AMZN | Shares | $400K | 2K |
| Ishares Tr | NYF | Shares | $392K | 7K |
| Spdr Index Shs Fds | GWX | Shares | $386K | 9K |
| Invesco Exchange Traded Fd T | RSP | Shares | $377K | 2K |
| Ishares Tr | AOR | Shares | $376K | 6K |
| Vanguard Charlotte Fds | BNDX | Shares | $373K | 8K |
| Micron Technology Inc | MU | Shares | $364K | 1K |
| Alphabet Inc | GOOG | Shares | $355K | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $354K | 3K |
| Broadcom Inc | AVGO | Shares | $321K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $300K | 5K |
| Ishares Tr | WOOD | Shares | $266K | 4K |
| Walmart Inc | WMT | Shares | $255K | 2K |
| Ishares Silver Tr | SLV | Shares | $230K | 3K |
| Hasbro Inc | HAS | Shares | $221K | 2K |
| Ishares Tr | EFA | Shares | $221K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $203K | 3K |
| Jumia Technologies Ag | JMIA | Shares | $144K | 21K |
| Ginkgo Bioworks Holdings Inc | DNA | Shares | $97K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.