Boston Standard Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Boston Standard Wealth Management, LLC held in its portfolio 47 assets valued at $605,822,186 (i.e. $605.82M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($224.54M), SPDR SERIES TRUST ($74.58M), and VANGUARD BD INDEX FDS ($68.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boston Standard Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 669718 | 224536459 | TOTAL STK MKT |
| SPDR SERIES TRUST | 1679397 | 74580834 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 920885 | 68209927 | TOTAL BND MR |
| SPDR INDEX SHS FDS | 991592 | 44036602 | PORTFOLIO DEVLPD |
| ISHARES TR | 787162 | 39365967 | CORE INTL AGGR |
| ISHARES TR | 210231 | 22517885 | NATIONAL MUN ETF |
| VANGUARD INTL EQUITY INDEX F | 297682 | 21897493 | ALLWRLD EX US |
| VANGUARD INTL EQUITY INDEX F | 394426 | 21204336 | FTSE EMR MKT ETF |
| ISHARES TR | 664644 | 16582877 | GLOBAL REIT ETF |
| NVIDIA CORPORATION | 81222 | 15147864 | COM |
| VANGUARD WORLD FD | 79125 | 9570972 | ESG US STK ETF |
| VANGUARD INDEX FDS | 36741 | 7683355 | EXTEND MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 47198 | 6764960 | FTSE SMCAP ETF |
| J P MORGAN EXCHANGE TRADED F | 101384 | 5119888 | MUNICIPAL ETF |
| SPDR INDEX SHS FDS | 73428 | 3437184 | PORTFOLIO EMG MK |
| VANGUARD WORLD FD | 44684 | 3200302 | ESG INTL STK ETF |
| NUSHARES ETF TR | 132063 | 2952270 | NUVEEN ESG US |
| VANGUARD MALVERN FDS | 55906 | 2765093 | STRM INFPROIDX |
| INVESCO EXCHANGE TRADED FD T | 44266 | 2031373 | RAFI US 1500 |
| ISHARES TR | 11261 | 1450790 | ESG MSCI KLD 400 |
| ABRDN ETFS | 46616 | 910402 | BBRG ALL COMD K1 |
| ISHARES TR | 18969 | 872213 | ESG AWARE MSCI |
| APPLE INC | 3166 | 860821 | COM |
| ISHARES TR | 9024 | 808220 | CORE 80/20 AGGRE |
| ISHARES TR | 9515 | 805385 | CORE MSCI TOTAL |
| BOEING CO | 3523 | 764914 | COM |
| ISHARES TR | 16979 | 749956 | ESG AWR MSCI EM |
| MICROSOFT CORP | 1491 | 721229 | COM |
| SPDR S&P 500 ETF TR | 825 | 562609 | TR UNIT |
| ALPHABET INC | 1331 | 417745 | CAP STK CL C |
| AMAZON COM INC | 1797 | 414784 | COM |
| ISHARES TR | 6282 | 408380 | CORE 60/40 BALAN |
| ISHARES TR | 7335 | 392478 | NEW YORK MUN ETF |
| SPDR GOLD TR | 946 | 374909 | GOLD SHS |
| SPDR INDEX SHS FDS | 9160 | 374297 | S&P INTL SMLCP |
| INVESCO EXCHANGE TRADED FD T | 1952 | 373990 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 2604 | 367366 | TT WRLD ST ETF |
| VANGUARD CHARLOTTE FDS | 6989 | 337714 | TOTAL INT BD ETF |
| BARCLAYS BANK PLC | 8716 | 327809 | DJUBS CMDT ETN36 |
| MICRON TECHNOLOGY INC | 1000 | 285410 | COM |
| BROADCOM INC | 807 | 279370 | COM |
| ISHARES TR | 3731 | 268635 | GL TIMB FORE ETF |
| JUMIA TECHNOLOGIES AG | 19092 | 238459 | SPONSORED ADS |
| WALMART INC | 2063 | 229839 | COM |
| ISHARES TR | 2238 | 214928 | MSCI EAFE ETF |
| HASBRO INC | 2466 | 202212 | COM |
| SELECT SECTOR SPDR TR | 4511 | 201681 | STATE STREET ENE |
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