Boston Standard Wealth Management, LLC

WINCHESTER, MA · CIK 1630939 · 13F filing filed 2026-07-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWinchester, MA

$689.3m reported value +12.8% vs Q1 2026

59positions

78.4%in top 10

4 new 33 added 16 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	667,332	$247.2m35.86%	35.86%	Reduced -721	-721 -0.1%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	946,137	$47.2m6.85%	6.85%	Reduced -13.6k	-13,633 -1.4%
3	ISHARES TR CORE INTL AGGR IAGG	IAGG	849,268	$42.6m6.19%	6.19%	Added +36.2k	+36,210 4.5%
4	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	554,009	$40.5m5.88%	5.88%	Reduced -243.8k	-243,777 -30.6%
5	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	421,187	$32.4m4.70%	4.70%	Added +271.5k	+271,492 181.4%
6	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	339,708	$30.9m4.48%	4.48%	Added +3.5k	+3,538 1.1%
7	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	895,179	$25.9m3.76%	3.76%	Added +42.2k	+42,181 5.0%
8	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	272,895	$24.9m3.62%	3.62%	Added +172.3k	+172,287 171.2%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	296,966	$24.6m3.57%	3.57%	Added +4.9k	+4,861 1.7%
10	ISHARES TR NATIONAL MUN ETF MUB	MUB	225,728	$24.2m3.51%	3.51%	Added +13.3k	+13,269 6.2%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	382,829	$22.7m3.30%	3.30%	Reduced -4.5k	-4,541 -1.2%
12	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	376,832	$21.8m3.16%	3.16%	Reduced -10.0k	-10,012 -2.6%
13	ISHARES TR GLOBAL REIT ETF REET	REET	679,938	$18.8m2.73%	2.73%	Added +3.6k	+3,637 0.5%
14	NVIDIA CORPORATION COM NVDA	NVDA	81,134	$15.9m2.31%	2.31%	Reduced -36	-36 -0.0%
15	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	79,946	$10.6m1.54%	1.54%	Added +774	+774 1.0%
16	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	36,406	$9.0m1.30%	1.30%	Reduced -361	-361 -1.0%
17	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	44,087	$6.8m0.99%	0.99%	Reduced -1.5k	-1,519 -3.3%
18	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	109,873	$5.5m0.80%	0.80%	Added +4.2k	+4,185 4.0%
19	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	72,835	$3.8m0.54%	0.54%	Added +1.0k	+1,026 1.4%
20	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	42,746	$3.5m0.51%	0.51%	Reduced -468	-468 -1.1%
21	NUSHARES ETF TR NUVEEN ESG US NUBD	NUBD	149,955	$3.3m0.48%	0.48%	Added +15.8k	+15,805 11.8%
22	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	61,986	$3.1m0.45%	0.45%	Added +3.3k	+3,285 5.6%
23	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	102,413	$3.1m0.44%	0.44%	Added +5.3k	+5,275 5.4%
24	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	42,387	$2.4m0.34%	0.34%	Added +896	+896 2.2%
25	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	42,429	$2.0m0.29%	0.29%	Reduced -16	-16 -0.0%
26	ISHARES TR MSCI KLD400 SOC DSI	DSI	11,312	$1.6m0.23%	0.23%	Added +22	+22 0.2%
27	ISHARES TR ESG AWARE MSCI ESML	ESML	18,625	$1.0m0.15%	0.15%	Reduced -394	-394 -2.1%
28	ABRDN ETFS BBRG ALL COMD K1 BCI	BCI	46,616	$1.0m0.15%	0.15%	Unchanged
29	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	9,637	$912.1k0.13%	0.13%	Added +122	+122 1.3%
30	ISHARES TR AGGRES ALLOC ETF AOA	AOA	8,480	$827.4k0.12%	0.12%	Added +50	+50 0.6%
31	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	15,405	$823.8k0.12%	0.12%	Reduced -851	-851 -5.2%
32	BOEING CO COM BA	BA	3,523	$763.5k0.11%	0.11%	Unchanged
33	MICRON TECHNOLOGY INC COM MU	MU	700	$740.6k0.11%	0.11%	Reduced -300	-300 -30.0%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	898	$670.5k0.10%	0.10%	Added +71	+71 8.6%
35	MICROSOFT CORP COM MSFT	MSFT	1,542	$594.3k0.09%	0.09%	Added +18	+18 1.2%
36	APPLE INC COM AAPL	AAPL	1,679	$495.1k0.07%	0.07%	Reduced -1.4k	-1,435 -46.1%
37	AMAZON COM INC COM AMZN	AMZN	1,867	$453.0k0.07%	0.07%	Reduced -28	-28 -1.5%
38	BROADCOM INC COM AVGO	AVGO	1,219	$452.6k0.07%	0.07%	Added +195	+195 19.0%
39	ALPHABET INC CAP STK CL C GOOG	GOOG	1,234	$441.1k0.06%	0.06%	Added +27	+27 2.2%
40	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,768	$433.4k0.06%	0.06%	Added +231	+231 9.1%
41	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,012	$431.1k0.06%	0.06%	Added +53	+53 2.7%
42	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	5,877	$407.7k0.06%	0.06%	Added +70	+70 1.2%
43	ISHARES TR NEW YORK MUN ETF NYF	NYF	7,430	$399.1k0.06%	0.06%	Added +58	+58 0.8%
44	SPDR INDEX SHS FDS S&P INTL SMLCP GWX	GWX	8,960	$393.2k0.06%	0.06%	Added +11	+11 0.1%
45	BARCLAYS BANK PLC DJUBS CMDT ETN36 DJP	DJP	8,716	$380.0k0.06%	0.06%	Unchanged
46	SPDR GOLD TR GOLD SHS GLD	GLD	946	$355.1k0.05%	0.05%	Unchanged
47	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	6,288	$303.6k0.04%	0.04%	Reduced -1.5k	-1,482 -19.1%
48	SELECT SECTOR SPDR TR ENERGY XLE	XLE	5,132	$270.5k0.04%	0.04%	Added +37	+37 0.7%
49	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,599	$253.9k0.04%	0.04%	Added +474	+474 15.2%
50	ISHARES TR GL TIMB FORE ETF WOOD	WOOD	3,765	$249.0k0.04%	0.04%	Added +34	+34 0.9%
51	ISHARES TR MSCI EAFE ETF EFA	EFA	2,392	$246.7k0.04%	0.04%	Added +154	+154 6.9%
52	FIRST TR SML CP CORE ALPHA F COM SHS FYX	FYX	1,611	$232.7k0.03%	0.03%	New
53	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	6,644	$227.2k0.03%	0.03%	New
54	WALMART INC COM WMT	WMT	2,063	$221.6k0.03%	0.03%	Unchanged
55	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,800	$212.1k0.03%	0.03%	New
56	FIRST TR MID CAP CORE ALPHAD COM SHS FNX	FNX	1,400	$204.2k0.03%	0.03%	New
57	HASBRO INC COM HAS	HAS	2,475	$204.0k0.03%	0.03%	Added +9	+9 0.4%
58	GINKGO BIOWORKS HOLDINGS INC CL A NEW DNA	DNA	15,165	$165.0k0.02%	0.02%	Unchanged
59	JUMIA TECHNOLOGIES AG SPONSORED ADS JMIA	JMIA	21,084	$154.6k0.02%	0.02%	Added +192	+192 0.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES SILVER TR SLV	SLV	3,390	$229.8k3.4k shares