BOSTON STANDARD WEALTH MANAGEMENT, LLC

Filed: 1/7/2026ACC: 0001630939-26-000003

📋 What this filing means

BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $605.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$605.82M

Total AUM (reported)

7.52M

Total Shares

Allocation by class

TOTAL STK MKT$224.54M37.1%

STATE STREET SPD$74.58M12.3%

TOTAL BND MR$68.21M11.3%

PORTFOLIO DEVLPD$44.04M7.3%

CORE INTL AGGR$39.37M6.5%

NATIONAL MUN ETF$22.52M3.7%

ALLWRLD EX US$21.90M3.6%

Portfolio Concentration

Top 3$336.78M55.6%

4–10$174.75M28.8%

11–25$82.44M13.6%

Rest$11.86M2.0%

Top 3 weight

55.6%

Top 10 weight

84.4%

Voting Authority Distribution

Total shares with voting rights: 7.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings51

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares669.72K

TypeSH

Market value$224.54M

37.06%

Sole

0.00

Shared

0.00

None

669.72K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MR

Shares920.88K

TypeSH

Market value$68.21M

11.26%

Sole

0.00

Shared

0.00

None

920.88K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares991.59K

TypeSH

Market value$44.04M

7.27%

Sole

0.00

Shared

0.00

None

991.59K

ISHARES TR

SOLE

CORE INTL AGGR

Shares787.16K

TypeSH

Market value$39.37M

6.50%

Sole

0.00

Shared

0.00

None

787.16K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares333.25K

TypeSH

Market value$27.49M

4.54%

Sole

0.00

Shared

0.00

None

333.25K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares824.79K

TypeSH

Market value$24.15M

3.99%

Sole

0.00

Shared

0.00

None

824.79K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares210.23K

TypeSH

Market value$22.52M

3.72%

Sole

0.00

Shared

0.00

None

210.23K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares297.68K

TypeSH

Market value$21.90M

3.61%

Sole

0.00

Shared

0.00

None

297.68K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares394.43K

TypeSH

Market value$21.20M

3.50%

Sole

0.00

Shared

0.00

None

394.43K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares386.67K

TypeSH

Market value$18.12M

2.99%

Sole

0.00

Shared

0.00

None

386.67K

ISHARES TR

SOLE

GLOBAL REIT ETF

Shares664.64K

TypeSH

Market value$16.58M

2.74%

Sole

0.00

Shared

0.00

None

664.64K

NVIDIA CORPORATION

SOLE

COM

Shares81.22K

TypeSH

Market value$15.15M

2.50%

Sole

0.00

Shared

0.00

None

81.22K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares79.13K

TypeSH

Market value$9.57M

1.58%

Sole

0.00

Shared

0.00

None

79.13K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares36.74K

TypeSH

Market value$7.68M

1.27%

Sole

0.00

Shared

0.00

None

36.74K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares47.20K

TypeSH

Market value$6.76M

1.12%

Sole

0.00

Shared

0.00

None

47.20K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares101.38K

TypeSH

Market value$5.12M

0.85%

Sole

0.00

Shared

0.00

None

101.38K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares73.43K

TypeSH

Market value$3.44M

0.57%

Sole

0.00

Shared

0.00

None

73.43K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares44.68K

TypeSH

Market value$3.20M

0.53%

Sole

0.00

Shared

0.00

None

44.68K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares132.06K

TypeSH

Market value$2.95M

0.49%

Sole

0.00

Shared

0.00

None

132.06K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares92.47K

TypeSH

Market value$2.79M

0.46%

Sole

0.00

Shared

0.00

None

92.47K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares55.91K

TypeSH

Market value$2.77M

0.46%

Sole

0.00

Shared

0.00

None

55.91K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1500

Shares44.27K

TypeSH

Market value$2.03M

0.34%

Sole

0.00

Shared

0.00

None

44.27K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares42.22K

TypeSH

Market value$2.03M

0.33%

Sole

0.00

Shared

0.00

None

42.22K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares11.26K

TypeSH

Market value$1.45M

0.24%

Sole

0.00

Shared

0.00

None

11.26K

ABRDN ETFS

SOLE

BBRG ALL COMD K1

Shares46.62K

TypeSH

Market value$910.4K

0.15%

Sole

0.00

Shared

0.00

None

46.62K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	669.72K	SH	$224.54M 37.06%	669.72K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MR	920.88K	SH	$68.21M 11.26%	920.88K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	991.59K	SH	$44.04M 7.27%	991.59K
ISHARES TRSOLE	CORE INTL AGGR	787.16K	SH	$39.37M 6.50%	787.16K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	333.25K	SH	$27.49M 4.54%	333.25K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	824.79K	SH	$24.15M 3.99%	824.79K
ISHARES TRSOLE	NATIONAL MUN ETF	210.23K	SH	$22.52M 3.72%	210.23K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	297.68K	SH	$21.90M 3.61%	297.68K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	394.43K	SH	$21.20M 3.50%	394.43K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	386.67K	SH	$18.12M 2.99%	386.67K
ISHARES TRSOLE	GLOBAL REIT ETF	664.64K	SH	$16.58M 2.74%	664.64K
NVIDIA CORPORATIONSOLE	COM	81.22K	SH	$15.15M 2.50%	81.22K
VANGUARD WORLD FDSOLE	ESG US STK ETF	79.13K	SH	$9.57M 1.58%	79.13K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	36.74K	SH	$7.68M 1.27%	36.74K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	47.20K	SH	$6.76M 1.12%	47.20K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	101.38K	SH	$5.12M 0.85%	101.38K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	73.43K	SH	$3.44M 0.57%	73.43K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	44.68K	SH	$3.20M 0.53%	44.68K
NUSHARES ETF TRSOLE	NUVEEN ESG US	132.06K	SH	$2.95M 0.49%	132.06K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	92.47K	SH	$2.79M 0.46%	92.47K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	55.91K	SH	$2.77M 0.46%	55.91K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1500	44.27K	SH	$2.03M 0.34%	44.27K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	42.22K	SH	$2.03M 0.33%	42.22K
ISHARES TRSOLE	ESG MSCI KLD 400	11.26K	SH	$1.45M 0.24%	11.26K
ABRDN ETFSSOLE	BBRG ALL COMD K1	46.62K	SH	$910.4K 0.15%	46.62K

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