Q3 2026 13F · SEC CIK 1630939

Boston Standard Wealth Management, LLC

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $695.9M
Reported positions: 57
Top holdings a year, 3 yrs: +12.6%
Assets under management: $647.6M

Boston Standard Wealth Management, LLC is a wealth manager that reported 57 positions worth $695.9M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Vanguard Index Fds (VTI, 36.2%), Vanguard Malvern Fds (VCRB, 10.4%), Spdr Index Shs Fds (SPDW, 6.8%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Standard Wealth Management, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Standard Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	36.2%	35.9%	673,489	+0.9%	$252.0M
VCRBVanguard Malvern Fds	10.4%	4.7%	978,493	+132.3%	$72.0M
SPDWSpdr Index Shs Fds	6.8%	6.8%	948,310	+0.2%	$47.6M
SPTMSpdr Series Trust	4.6%	4.5%	349,333	+2.8%	$32.2M
VTEBVanguard Mun Bd Fds	4.4%	—	645,412	—	$30.6M
SPTSSpdr Series Trust	3.9%	3.8%	948,260	+5.9%	$27.2M
IAGGIshares Tr	3.9%	6.2%	548,060	-35.5%	$27.0M
VEUVanguard Intl Equity Index F	3.6%	3.6%	298,767	+0.6%	$24.8M
VWOVanguard Intl Equity Index F	3.3%	3.3%	387,977	+1.3%	$23.0M
SPSMSpdr Series Trust	2.9%	3.2%	376,161	-0.2%	$19.9M
BILSpdr Series Trust	2.8%	3.6%	216,366	-20.7%	$19.8M
NVDANvidia Corporation	2.7%	2.3%	81,081	-0.1%	$18.5M
REETIshares Tr	2.6%	2.7%	690,979	+1.6%	$17.8M
BNDXVanguard Charlotte Fds	2.5%	0.0%	378,454	+5918.7%	$17.7M
ESGVVanguard World Fd	1.6%	1.5%	79,634	-0.4%	$10.8M
VXFVanguard Index Fds	1.2%	1.3%	36,871	+1.3%	$8.5M
VSSVanguard Intl Equity Index F	1.0%	1.0%	44,166	+0.2%	$6.9M
SPEMSpdr Index Shs Fds	0.6%	0.5%	74,904	+2.8%	$3.9M
VSGXVanguard World Fd	0.5%	0.5%	42,788	+0.1%	$3.5M
VTIPVanguard Malvern Fds	0.5%	0.4%	68,070	+9.8%	$3.4M
NUBDNushares ETF Tr	0.5%	0.5%	152,962	+2.0%	$3.2M
SPSBSpdr Series Trust	0.5%	0.4%	108,792	+6.2%	$3.2M
PRFZInvesco Rafi US 1500 Small-Mid ETF	0.3%	0.3%	40,300	-4.9%	$2.1M
SHMSpdr Series Trust	0.3%	0.3%	43,420	+2.3%	$2.0M
BNDVanguard Bd Index Fds	0.3%	5.9%	26,060	-95.3%	$1.8M
DSIIshares Tr	0.2%	0.2%	11,337	+0.2%	$1.7M
BCIAbrdn Etfs	0.2%	0.2%	46,615	-0.0%	$1.2M
ESMLIshares Tr	0.1%	0.2%	18,641	+0.1%	$969K
IXUSIshares Tr	0.1%	0.1%	9,636	-0.0%	$915K
AOAIshares Tr	0.1%	0.1%	8,579	+1.2%	$835K
ESGEiShares ESG Aware MSCI EM ETF	0.1%	0.1%	15,314	-0.6%	$829K
MSFTMicrosoft Corp	0.1%	0.1%	1,526	-1.0%	$783K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	902	+0.4%	$688K
BABoeing Co	0.1%	0.1%	3,523	+0.0%	$655K
AAPLApple Inc	0.1%	0.1%	1,707	+1.7%	$569K
MUMicron Technology Inc	0.1%	0.1%	500	-28.6%	$533K
GLDSpdr Gold Tr	0.1%	0.1%	1,373	+45.1%	$523K
AVGOBroadcom Inc	0.1%	0.1%	1,381	+13.3%	$485K
AMZNAmazon Com Inc	0.1%	0.1%	1,860	-0.4%	$463K
VTVanguard Intl Equity Index F	0.1%	0.1%	2,732	-1.3%	$431K
RSPInvesco Exchange Traded Fd T	0.1%	0.1%	2,018	+0.3%	$420K
GOOGAlphabet Inc	0.1%	0.1%	1,207	-2.2%	$411K
GWXSpdr Index Shs Fds	0.1%	0.1%	8,949	-0.1%	$408K
AORIshares Tr	0.1%	0.1%	5,705	-2.9%	$391K
DJPIpath Bloomberg Commodity Index Total Re	0.1%	0.1%	7,414	-14.9%	$382K
XLESelect Sector Spdr Tr	0.0%	0.0%	5,162	+0.6%	$318K
MUNYVanguard New York Tax-Exempt Bond ETF	0.0%	—	3,110	—	$303K
IBITIshares Bitcoin Trust ETF	0.0%	—	5,916	—	$280K
VEAVanguard Ftse Developed Markets Index Fu	0.0%	0.0%	3,606	+0.2%	$255K
WOODIshares Tr	0.0%	0.0%	3,765	+0.0%	$253K

What Boston Standard Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.6% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +5.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$695.9M	57
Q2 2026	$689.3M	59
Q1 2026	$610.9M	56
Q4 2025	$605.8M	51
Q3 2025	$594.7M	49
Q2 2025	$555.1M	47
Q1 2025	$454.9M	47
Q4 2024	$514.6M	47
Q3 2024	$513.6M	47
Q2 2024	$454.9M	47
Q1 2024	$441.6M	46
Q4 2023	$378.8M	43

Questions about Boston Standard Wealth Management, LLC's portfolio

What stocks does Boston Standard Wealth Management, LLC own?

Boston Standard Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 57 positions worth $695.9M. The largest are Vanguard Index Fds (VTI) at 36.2%, Vanguard Malvern Fds (VCRB) at 10.4%, Spdr Index Shs Fds (SPDW) at 6.8%, Spdr Series Trust (SPTM) at 4.6% and Vanguard Mun Bd Fds (VTEB) at 4.4%.

What did Boston Standard Wealth Management, LLC buy last quarter?

In Q3 2026, Boston Standard Wealth Management, LLC added Vanguard Charlotte Fds (BNDX) (+5918.7% shares), Vanguard Malvern Fds (VCRB) (+132.3% shares) and Spdr Gold Tr (GLD) (+45.1% shares), compared with its Q2 2026 filing.

What did Boston Standard Wealth Management, LLC sell last quarter?

In Q3 2026, Boston Standard Wealth Management, LLC cut from its top 50 Ishares Tr (MUB), cut from its top 50 J P Morgan Exchange Traded F (JMUB), cut from its top 50 Ishares Tr (NYF), Vanguard Bd Index Fds (BND) (-95.3% shares), Ishares Tr (IAGG) (-35.5% shares) and Micron Technology Inc (MU) (-28.6% shares), compared with its Q2 2026 filing.

How has Boston Standard Wealth Management, LLC's portfolio performed?

A portfolio copying Boston Standard Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.6% against +20.1%. Over 5 years: +5.1% a year against +11.6%.

When is Boston Standard Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Standard Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Boston Standard Wealth Management, LLC manage?

Boston Standard Wealth Management, LLC reported $647.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $695.9M.