Boston Standard Wealth Management, LLC — 13F holdings

Boston Standard Wealth Management, LLC reported 57 holdings worth $696M in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $252M (36.2%)
  2. VCRB VANGUARD MALVERN FDS — $72.0M (10.4%)
  3. SPDW SPDR INDEX SHS FDS — $47.6M (6.8%)
  4. SPTM SPDR SERIES TRUST — $32.2M (4.6%)
  5. VTEB VANGUARD MUN BD FDS — $30.6M (4.4%)
  6. SPTS SPDR SERIES TRUST — $27.2M (3.9%)
  7. IAGG ISHARES TR — $27.0M (3.9%)
  8. VEU VANGUARD INTL EQUITY INDEX F — $24.8M (3.6%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $23.0M (3.3%)
  10. SPSM SPDR SERIES TRUST — $19.9M (2.9%)