Filed: 4/20/2026ACC: 0001630939-26-000004
📋 What this filing means
BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $610.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$610.86M
Total AUM (reported)
7.70M
Total Shares
Allocation by class
TOTAL STK MKT$215.99M35.4%
STATE STREET SPD$132.85M21.7%
TOTAL BND MR$58.59M9.6%
CORE INTL AGGR$40.54M6.6%
NATIONAL MUN ETF$22.57M3.7%
ALLWRLD EX US$22.23M3.6%
FTSE EMR MKT ETF$21.03M3.4%
Portfolio Concentration
Top 3$319.11M52.2%
4–10$176.79M28.9%
11–25$100.13M16.4%
Rest$14.82M2.4%
Top 3 weight
52.2%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 7.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
VANGUARD INDEX FDS
SOLEShares668.05K
TypeSH
Market value$215.99M
35.36%
Sole
0.00
Shared
0.00
None
668.05K
VANGUARD BD INDEX FDS
SOLEShares797.79K
TypeSH
Market value$58.59M
9.59%
Sole
0.00
Shared
0.00
None
797.79K
SPDR INDEX SHS FDS
SOLEShares959.77K
TypeSH
Market value$44.52M
7.29%
Sole
0.00
Shared
0.00
None
959.77K
ISHARES TR
SOLEShares813.06K
TypeSH
Market value$40.54M
6.64%
Sole
0.00
Shared
0.00
None
813.06K
SPDR INDEX SHS FDS
SOLEShares336.17K
TypeSH
Market value$26.77M
4.38%
Sole
0.00
Shared
0.00
None
336.17K
SPDR SERIES TRUST
SOLEShares853K
TypeSH
Market value$24.81M
4.06%
Sole
0.00
Shared
0.00
None
853K
ISHARES TR
SOLEShares212.46K
TypeSH
Market value$22.57M
3.69%
Sole
0.00
Shared
0.00
None
212.46K
VANGUARD INTL EQUITY INDEX F
SOLEShares292.11K
TypeSH
Market value$22.23M
3.64%
Sole
0.00
Shared
0.00
None
292.11K
VANGUARD INTL EQUITY INDEX F
SOLEShares387.37K
TypeSH
Market value$21.03M
3.44%
Sole
0.00
Shared
0.00
None
387.37K
SPDR SERIES TRUST
SOLEShares386.84K
TypeSH
Market value$18.84M
3.08%
Sole
0.00
Shared
0.00
None
386.84K
ISHARES TR
SOLEShares676.30K
TypeSH
Market value$17.15M
2.81%
Sole
0.00
Shared
0.00
None
676.30K
NVIDIA CORPORATION
SOLEShares81.17K
TypeSH
Market value$14.31M
2.34%
Sole
0.00
Shared
0.00
None
81.17K
VANGUARD MALVERN FDS
SOLEShares149.69K
TypeSH
Market value$11.55M
1.89%
Sole
0.00
Shared
0.00
None
149.69K
SPDR SERIES TRUST
SOLEShares100.61K
TypeSH
Market value$9.19M
1.51%
Sole
0.00
Shared
0.00
None
100.61K
VANGUARD WORLD FD
SOLEShares79.17K
TypeSH
Market value$8.96M
1.47%
Sole
0.00
Shared
0.00
None
79.17K
VANGUARD INDEX FDS
SOLEShares36.77K
TypeSH
Market value$7.64M
1.25%
Sole
0.00
Shared
0.00
None
36.77K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.61K
TypeSH
Market value$6.75M
1.10%
Sole
0.00
Shared
0.00
None
45.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares105.69K
TypeSH
Market value$5.29M
0.87%
Sole
0.00
Shared
0.00
None
105.69K
SPDR INDEX SHS FDS
SOLEShares71.81K
TypeSH
Market value$3.38M
0.55%
Sole
0.00
Shared
0.00
None
71.81K
VANGUARD WORLD FD
SOLEShares43.21K
TypeSH
Market value$3.14M
0.51%
Sole
0.00
Shared
0.00
None
43.21K
NUSHARES ETF TR
SOLEShares134.15K
TypeSH
Market value$2.97M
0.49%
Sole
0.00
Shared
0.00
None
134.15K
VANGUARD MALVERN FDS
SOLEShares58.70K
TypeSH
Market value$2.93M
0.48%
Sole
0.00
Shared
0.00
None
58.70K
SPDR SERIES TRUST
SOLEShares97.14K
TypeSH
Market value$2.91M
0.48%
Sole
0.00
Shared
0.00
None
97.14K
SPDR SERIES TRUST
SOLEShares42.45K
TypeSH
Market value$2.03M
0.33%
Sole
0.00
Shared
0.00
None
42.45K
INVESCO EXCHANGE TRADED FD T
SOLEShares41.49K
TypeSH
Market value$1.92M
0.31%
Sole
0.00
Shared
0.00
None
41.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 668.05K | SH | $215.99M 35.36% | 0.00 | 0.00 | 668.05K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MR | 797.79K | SH | $58.59M 9.59% | 0.00 | 0.00 | 797.79K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 959.77K | SH | $44.52M 7.29% | 0.00 | 0.00 | 959.77K |
ISHARES TRSOLE | CORE INTL AGGR | 813.06K | SH | $40.54M 6.64% | 0.00 | 0.00 | 813.06K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 336.17K | SH | $26.77M 4.38% | 0.00 | 0.00 | 336.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 853K | SH | $24.81M 4.06% | 0.00 | 0.00 | 853K |
ISHARES TRSOLE | NATIONAL MUN ETF | 212.46K | SH | $22.57M 3.69% | 0.00 | 0.00 | 212.46K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 292.11K | SH | $22.23M 3.64% | 0.00 | 0.00 | 292.11K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 387.37K | SH | $21.03M 3.44% | 0.00 | 0.00 | 387.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 386.84K | SH | $18.84M 3.08% | 0.00 | 0.00 | 386.84K |
ISHARES TRSOLE | GLOBAL REIT ETF | 676.30K | SH | $17.15M 2.81% | 0.00 | 0.00 | 676.30K |
NVIDIA CORPORATIONSOLE | COM | 81.17K | SH | $14.31M 2.34% | 0.00 | 0.00 | 81.17K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 149.69K | SH | $11.55M 1.89% | 0.00 | 0.00 | 149.69K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 100.61K | SH | $9.19M 1.51% | 0.00 | 0.00 | 100.61K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 79.17K | SH | $8.96M 1.47% | 0.00 | 0.00 | 79.17K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 36.77K | SH | $7.64M 1.25% | 0.00 | 0.00 | 36.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 45.61K | SH | $6.75M 1.10% | 0.00 | 0.00 | 45.61K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 105.69K | SH | $5.29M 0.87% | 0.00 | 0.00 | 105.69K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 71.81K | SH | $3.38M 0.55% | 0.00 | 0.00 | 71.81K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 43.21K | SH | $3.14M 0.51% | 0.00 | 0.00 | 43.21K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 134.15K | SH | $2.97M 0.49% | 0.00 | 0.00 | 134.15K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 58.70K | SH | $2.93M 0.48% | 0.00 | 0.00 | 58.70K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 97.14K | SH | $2.91M 0.48% | 0.00 | 0.00 | 97.14K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.45K | SH | $2.03M 0.33% | 0.00 | 0.00 | 42.45K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 41.49K | SH | $1.92M 0.31% | 0.00 | 0.00 | 41.49K |
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