Filed: 7/6/2026ACC: 0001630939-26-000006
📋 What this filing means
BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $689.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$689.34M
Total AUM (reported)
8.01M
Total Shares
Allocation by class
TOTAL STK MKT$247.19M35.9%
STATE STREET SPD$82.24M11.9%
CORE INTL AGGR$42.64M6.2%
TOTAL BND MR$40.50M5.9%
CORE BD ETF$32.38M4.7%
ST SHO TREAS ETF$25.89M3.8%
ST STR BLO 1 ETF$24.94M3.6%
Portfolio Concentration
Top 3$337.04M48.9%
4–10$203.42M29.5%
11–25$132.28M19.2%
Rest$16.61M2.4%
Top 3 weight
48.9%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 8.01M
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
8.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
VANGUARD INDEX FDS
SOLEShares667.33K
TypeSH
Market value$247.19M
35.86%
Sole
0.00
Shared
0.00
None
667.33K
SPDR INDEX SHS FDS
SOLEShares946.14K
TypeSH
Market value$47.22M
6.85%
Sole
0.00
Shared
0.00
None
946.14K
ISHARES TR
SOLEShares849.27K
TypeSH
Market value$42.64M
6.19%
Sole
0.00
Shared
0.00
None
849.27K
VANGUARD BD INDEX FDS
SOLEShares554.01K
TypeSH
Market value$40.50M
5.88%
Sole
0.00
Shared
0.00
None
554.01K
VANGUARD MALVERN FDS
SOLEShares421.19K
TypeSH
Market value$32.38M
4.70%
Sole
0.00
Shared
0.00
None
421.19K
SPDR INDEX SHS FDS
SOLEShares339.71K
TypeSH
Market value$30.88M
4.48%
Sole
0.00
Shared
0.00
None
339.71K
SPDR SERIES TRUST
SOLEShares895.18K
TypeSH
Market value$25.89M
3.76%
Sole
0.00
Shared
0.00
None
895.18K
SPDR SERIES TRUST
SOLEShares272.89K
TypeSH
Market value$24.94M
3.62%
Sole
0.00
Shared
0.00
None
272.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares296.97K
TypeSH
Market value$24.63M
3.57%
Sole
0.00
Shared
0.00
None
296.97K
ISHARES TR
SOLEShares225.73K
TypeSH
Market value$24.20M
3.51%
Sole
0.00
Shared
0.00
None
225.73K
VANGUARD INTL EQUITY INDEX F
SOLEShares382.83K
TypeSH
Market value$22.75M
3.30%
Sole
0.00
Shared
0.00
None
382.83K
SPDR SERIES TRUST
SOLEShares376.83K
TypeSH
Market value$21.81M
3.16%
Sole
0.00
Shared
0.00
None
376.83K
ISHARES TR
SOLEShares679.94K
TypeSH
Market value$18.80M
2.73%
Sole
0.00
Shared
0.00
None
679.94K
NVIDIA CORPORATION
SOLEShares81.13K
TypeSH
Market value$15.90M
2.31%
Sole
0.00
Shared
0.00
None
81.13K
VANGUARD WORLD FD
SOLEShares79.95K
TypeSH
Market value$10.61M
1.54%
Sole
0.00
Shared
0.00
None
79.95K
VANGUARD INDEX FDS
SOLEShares36.41K
TypeSH
Market value$8.97M
1.30%
Sole
0.00
Shared
0.00
None
36.41K
VANGUARD INTL EQUITY INDEX F
SOLEShares44.09K
TypeSH
Market value$6.81M
0.99%
Sole
0.00
Shared
0.00
None
44.09K
J P MORGAN EXCHANGE TRADED F
SOLEShares109.87K
TypeSH
Market value$5.54M
0.80%
Sole
0.00
Shared
0.00
None
109.87K
SPDR INDEX SHS FDS
SOLEShares72.83K
TypeSH
Market value$3.75M
0.54%
Sole
0.00
Shared
0.00
None
72.83K
VANGUARD WORLD FD
SOLEShares42.75K
TypeSH
Market value$3.49M
0.51%
Sole
0.00
Shared
0.00
None
42.75K
NUSHARES ETF TR
SOLEShares149.96K
TypeSH
Market value$3.30M
0.48%
Sole
0.00
Shared
0.00
None
149.96K
VANGUARD MALVERN FDS
SOLEShares61.99K
TypeSH
Market value$3.07M
0.45%
Sole
0.00
Shared
0.00
None
61.99K
SPDR SERIES TRUST
SOLEShares102.41K
TypeSH
Market value$3.06M
0.44%
Sole
0.00
Shared
0.00
None
102.41K
INVESCO EXCHANGE TRADED FD T
SOLEShares42.39K
TypeSH
Market value$2.37M
0.34%
Sole
0.00
Shared
0.00
None
42.39K
SPDR SERIES TRUST
SOLEShares42.43K
TypeSH
Market value$2.03M
0.29%
Sole
0.00
Shared
0.00
None
42.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 667.33K | SH | $247.19M 35.86% | 0.00 | 0.00 | 667.33K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 946.14K | SH | $47.22M 6.85% | 0.00 | 0.00 | 946.14K |
ISHARES TRSOLE | CORE INTL AGGR | 849.27K | SH | $42.64M 6.19% | 0.00 | 0.00 | 849.27K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MR | 554.01K | SH | $40.50M 5.88% | 0.00 | 0.00 | 554.01K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 421.19K | SH | $32.38M 4.70% | 0.00 | 0.00 | 421.19K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 339.71K | SH | $30.88M 4.48% | 0.00 | 0.00 | 339.71K |
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 895.18K | SH | $25.89M 3.76% | 0.00 | 0.00 | 895.18K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 272.89K | SH | $24.94M 3.62% | 0.00 | 0.00 | 272.89K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 296.97K | SH | $24.63M 3.57% | 0.00 | 0.00 | 296.97K |
ISHARES TRSOLE | NATIONAL MUN ETF | 225.73K | SH | $24.20M 3.51% | 0.00 | 0.00 | 225.73K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 382.83K | SH | $22.75M 3.30% | 0.00 | 0.00 | 382.83K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 376.83K | SH | $21.81M 3.16% | 0.00 | 0.00 | 376.83K |
ISHARES TRSOLE | GLOBAL REIT ETF | 679.94K | SH | $18.80M 2.73% | 0.00 | 0.00 | 679.94K |
NVIDIA CORPORATIONSOLE | COM | 81.13K | SH | $15.90M 2.31% | 0.00 | 0.00 | 81.13K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 79.95K | SH | $10.61M 1.54% | 0.00 | 0.00 | 79.95K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 36.41K | SH | $8.97M 1.30% | 0.00 | 0.00 | 36.41K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 44.09K | SH | $6.81M 0.99% | 0.00 | 0.00 | 44.09K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 109.87K | SH | $5.54M 0.80% | 0.00 | 0.00 | 109.87K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 72.83K | SH | $3.75M 0.54% | 0.00 | 0.00 | 72.83K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 42.75K | SH | $3.49M 0.51% | 0.00 | 0.00 | 42.75K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 149.96K | SH | $3.30M 0.48% | 0.00 | 0.00 | 149.96K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 61.99K | SH | $3.07M 0.45% | 0.00 | 0.00 | 61.99K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 102.41K | SH | $3.06M 0.44% | 0.00 | 0.00 | 102.41K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 42.39K | SH | $2.37M 0.34% | 0.00 | 0.00 | 42.39K |
SPDR SERIES TRUSTSOLE | ST NUVE TERM ETF | 42.43K | SH | $2.03M 0.29% | 0.00 | 0.00 | 42.43K |
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