Holders — by stockHoldings — by fund
Boston Standard Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001630939
$6.89B
disclosed book value
59
positions
3.6%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 667,332 | $247.2M | 3.6% |
| 2 | SPDWSPDR INDEX SHS FDS | 946,137 | $47.2M | 0.7% |
| 3 | IAGGISHARES TR | 849,268 | $42.6M | 0.6% |
| 4 | BNDVANGUARD BD INDEX FDS | 554,009 | $40.5M | 0.6% |
| 5 | VCRBVANGUARD MALVERN FDS | 421,187 | $32.4M | 0.5% |
| 6 | SPTMSPDR INDEX SHS FDS | 339,708 | $30.9M | 0.4% |
| 7 | SPTSSPDR SERIES TRUST | 895,179 | $25.9M | 0.4% |
| 8 | BILSPDR SERIES TRUST | 272,895 | $24.9M | 0.4% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 296,966 | $24.6M | 0.4% |
| 10 | MUBISHARES TR | 225,728 | $24.2M | 0.4% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 382,829 | $22.7M | 0.3% |
| 12 | SPSMSPDR SERIES TRUST | 376,832 | $21.8M | 0.3% |
| 13 | REETISHARES TR | 679,938 | $18.8M | 0.3% |
| 14 | NVDANVIDIA CORPORATION | 81,134 | $15.9M | 0.2% |
| 15 | ESGVVANGUARD WORLD FD | 79,946 | $10.6M | 0.2% |
| 16 | VXFVANGUARD INDEX FDS | 36,406 | $9.0M | 0.1% |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 44,087 | $6.8M | 0.1% |
| 18 | JMUBJ P MORGAN EXCHANGE TRADED F | 109,873 | $5.5M | 0.1% |
| 19 | SPEMSPDR INDEX SHS FDS | 72,835 | $3.8M | 0.1% |
| 20 | VSGXVANGUARD WORLD FD | 42,746 | $3.5M | 0.1% |
| 21 | NUBDNUSHARES ETF TR | 149,955 | $3.3M | 0% |
| 22 | VTIPVANGUARD MALVERN FDS | 61,986 | $3.1M | 0% |
| 23 | SPSBSPDR SERIES TRUST | 102,413 | $3.1M | 0% |
| 24 | PRFZINVESCO EXCHANGE TRADED FD T | 42,387 | $2.4M | 0% |
| 25 | SHMSPDR SERIES TRUST | 42,429 | $2.0M | 0% |
| 26 | DSIISHARES TR | 11,312 | $1.6M | 0% |
| 27 | ESMLISHARES TR | 18,625 | $1.0M | 0% |
| 28 | BCIABRDN ETFS | 46,616 | $1.0M | 0% |
| 29 | IXUSISHARES TR | 9,637 | $912,097 | 0% |
| 30 | AOAISHARES TR | 8,480 | $827,412 | 0% |
| 31 | ESGEISHARES TR | 15,405 | $823,760 | 0% |
| 32 | BABOEING CO | 3,523 | $763,540 | 0% |
| 33 | MUMICRON TECHNOLOGY INC | 700 | $740,628 | 0% |
| 34 | SPYSPDR S&P 500 ETF TR | 898 | $670,460 | 0% |
| 35 | MSFTMICROSOFT CORP | 1,542 | $594,300 | 0% |
| 36 | AAPLAPPLE INC | 1,679 | $495,136 | 0% |
| 37 | AMZNAMAZON COM INC | 1,867 | $452,974 | 0% |
| 38 | AVGOBROADCOM INC | 1,219 | $452,580 | 0% |
| 39 | GOOGALPHABET INC | 1,234 | $441,065 | 0% |
| 40 | VTVANGUARD INTL EQUITY INDEX F | 2,768 | $433,444 | 0% |
| 41 | RSPINVESCO EXCHANGE TRADED FD T | 2,012 | $431,076 | 0% |
| 42 | AORISHARES TR | 5,877 | $407,692 | 0% |
| 43 | NYFISHARES TR | 7,430 | $399,124 | 0% |
| 44 | GWXSPDR INDEX SHS FDS | 8,960 | $393,225 | 0% |
| 45 | DJPBARCLAYS BANK PLC | 8,716 | $380,018 | 0% |
| 46 | GLDSPDR GOLD TR | 946 | $355,119 | 0% |
| 47 | BNDXVANGUARD CHARLOTTE FDS | 6,288 | $303,606 | 0% |
| 48 | XLESELECT SECTOR SPDR TR | 5,132 | $270,464 | 0% |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 3,599 | $253,876 | 0% |
| 50 | WOODISHARES TR | 3,765 | $249,027 | 0% |
| 51 | EFAISHARES TR | 2,392 | $246,668 | 0% |
| 52 | FYXFIRST TR EXCHANGE-TRADED ALP | 1,611 | $232,650 | 0% |
| 53 | SCHGSCHWAB STRATEGIC TR | 6,644 | $227,181 | 0% |
| 54 | WMTWALMART INC | 2,063 | $221,638 | 0% |
| 55 | VGTVANGUARD WORLD FD | 1,800 | $212,139 | 0% |
| 56 | FNXFIRST TR EXCHANGE-TRADED ALP | 1,400 | $204,238 | 0% |
| 57 | HASHASBRO INC | 2,475 | $204,027 | 0% |
| 58 | DNAGINKGO BIOWORKS HOLDINGS INC | 15,165 | $164,995 | 0% |
| 59 | JMIAJUMIA TECHNOLOGIES AG | 21,084 | $154,594 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.