EdgeMarket › What Boston Standard Wealth Management, Llc reported owning
What Boston Standard Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
610.9MPositions
56Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 216.0M | 35.4% | 668.1K | 378.24 | +20.5% |
| BND Vanguard Total Bond Market ETF | 58.6M | 9.6% | 797.8K | 72.23 | -1.8% |
| SPDW State Street SPDR Portfolio Developed World ex | 44.5M | 7.3% | 959.8K | 52.02 | +24.4% |
| IAGG iShares International Aggregate Bond Fund | 40.5M | 6.6% | 813.1K | 49.77 | -2.5% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 26.8M | 4.4% | 336.2K | 92.94 | +20.2% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 24.8M | 4.1% | 853.0K | 28.96 | -1.0% |
| MUB iShares National Muni Bond ETF | 22.6M | 3.7% | 212.5K | 105.34 | +1.2% |
| VEU Vanguard FTSE All World Ex US ETF | 22.2M | 3.6% | 292.1K | 85.69 | +23.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 21.0M | 3.4% | 387.4K | 60.45 | +17.7% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 18.8M | 3.1% | 386.8K | 57.28 | +28.7% |
| REET iShares Global REIT ETF | 17.2M | 2.8% | 676.3K | 28.02 | +11.4% |
| NVDA NVIDIA CORP | 14.3M | 2.3% | 81.2K | 214.72 | +22.4% |
| VCRB Vanguard Core Bond ETF | 11.5M | 1.9% | 149.7K | 75.94 | -2.0% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 9.2M | 1.5% | 100.6K | 91.60 | -0.1% |
| ESGV Vanguard ESG U.S. Stock ETF | 9.0M | 1.5% | 79.2K | 135.75 | +20.1% |
| VXF Vanguard Extended Market ETF | 7.6M | 1.3% | 36.8K | 245.53 | +23.5% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 6.7M | 1.1% | 45.6K | 160.06 | +15.9% |
| JMUB JPMorgan Municipal ETF | 5.3M | 0.9% | 105.7K | 49.69 | +0.5% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 3.4M | 0.6% | 71.8K | 52.38 | +18.1% |
| VSGX Vanguard ESG International Stock ETF | 3.1M | 0.5% | 43.2K | 83.52 | +23.2% |
| NUBD Nuveen ESG U.S. Aggregate Bond ETF | 3.0M | 0.5% | 134.2K | 21.75 | -2.0% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 2.9M | 0.5% | 58.7K | 49.79 | -1.1% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 2.9M | 0.5% | 97.1K | 29.94 | -0.8% |
| SHM State Street SPDR Nuveen ICE Short Term Munici | 2.0M | 0.3% | 42.4K | 47.76 | -0.9% |
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | 1.9M | 0.3% | 41.5K | 55.89 | +30.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.4M | 0.2% | 11.3K | 146.62 | +21.9% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Fre | 1.1M | 0.2% | 46.6K | 25.48 | +24.3% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 903.6K | 0.1% | 19.0K | 55.83 | +30.2% |
| IXUS iShares Core MSCI Total International Stock ET | 834.5K | 0.1% | 9.5K | 97.94 | +22.5% |
| AAPL Apple Inc. | 791.1K | 0.1% | 3.1K | 309.35 | +36.9% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 750.1K | 0.1% | 8.4K | 99.01 | +16.6% |
| ESGE iShares ESG Aware MSCI EM ETF | 746.8K | 0.1% | 16.3K | 53.93 | +33.5% |
| BA BOEING CO | 733.4K | 0.1% | 3.5K | 214.20 | -5.1% |
| MSFT MICROSOFT CORP | 566.3K | 0.1% | 1.5K | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 541.9K | 0.1% | 827 | 765.72 | +20.0% |
| DJP BARCLAYS BANK PLC | 412.7K | 0.1% | 8.7K | 50.62 | +51.1% |
| GLD SPDR GOLD TRUST | 411.4K | 0.1% | 946 | 423.36 | +37.3% |
| AMZN AMAZON COM INC | 399.6K | 0.1% | 1.9K | 258.63 | +15.6% |
| NYF iShares New York Muni Bond ETF | 391.9K | 0.1% | 7.4K | 52.78 | +1.4% |
| GWX State Street SPDR S&P International Small Cap | 386.2K | 0.1% | 8.9K | 46.20 | +19.8% |
| RSP Invesco S&P 500 Equal Weight ETF | 377.0K | 0.1% | 2.0K | 221.67 | +18.8% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 376.0K | 0.1% | 5.8K | 69.85 | +11.8% |
| BNDX Vanguard Total International Bond ETF | 372.9K | 0.1% | 7.8K | 47.65 | -3.3% |
| MU MICRON TECHNOLOGY INC | 363.9K | 0.1% | 1.0K | 966.78 | +724.8% |
| GOOG Alphabet Inc. | 355.2K | 0.1% | 1.2K | 341.75 | +70.7% |
| VT Vanguard Total World Stock Index ETF | 354.4K | 0.1% | 2.5K | 160.77 | +21.2% |
| AVGO Broadcom Inc. | 320.6K | 0.1% | 1.0K | 368.45 | +26.5% |
| XLE State Street Energy Select Sector SPDR ETF | 300.2K | 0.0% | 5.1K | 63.64 | +48.3% |
| WOOD iShares Global Timber & Forestry ETF | 265.6K | 0.0% | 3.7K | 72.49 | -2.7% |
| WMT Walmart Inc. | 255.1K | 0.0% | 2.1K | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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