Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boston Standard Wealth Management, LLC (CIK 1630939) reported $689.3M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($247.2M, 35.86%), SPDW ($47.2M, 6.85%), IAGG ($42.6M, 6.19%), BND ($40.5M, 5.88%), VCRB ($32.4M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $247.2M | 35.86% | 667,332 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $47.2M | 6.85% | 946,137 | Trimmed |
| 3 | IAGG | ISHARES TR | $42.6M | 6.19% | 849,268 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $40.5M | 5.88% | 554,009 | Trimmed |
| 5 | VCRB | VANGUARD MALVERN FDS | $32.4M | 4.70% | 421,187 | Added |
| 6 | SPTM | SPDR INDEX SHS FDS | $30.9M | 4.48% | 339,708 | Added |
| 7 | SPTS | SPDR SERIES TRUST | $25.9M | 3.76% | 895,179 | Added |
| 8 | BIL | SPDR SERIES TRUST | $24.9M | 3.62% | 272,895 | Added |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $24.6M | 3.57% | 296,966 | Added |
| 10 | MUB | ISHARES TR | $24.2M | 3.51% | 225,728 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $22.7M | 3.30% | 382,829 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $21.8M | 3.16% | 376,832 | Trimmed |
| 13 | REET | ISHARES TR | $18.8M | 2.73% | 679,938 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $15.9M | 2.31% | 81,134 | Trimmed |
| 15 | ESGV | VANGUARD WORLD FD | $10.6M | 1.54% | 79,946 | Added |
| 16 | VXF | VANGUARD INDEX FDS | $9.0M | 1.30% | 36,406 | Trimmed |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $6.8M | 0.99% | 44,087 | Trimmed |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.5M | 0.80% | 109,873 | Added |
| 19 | SPEM | SPDR INDEX SHS FDS | $3.8M | 0.54% | 72,835 | Added |
| 20 | VSGX | VANGUARD WORLD FD | $3.5M | 0.51% | 42,746 | Trimmed |
| 21 | NUBD | NUSHARES ETF TR | $3.3M | 0.48% | 149,955 | Added |
| 22 | VTIP | VANGUARD MALVERN FDS | $3.1M | 0.45% | 61,986 | Added |
| 23 | SPSB | SPDR SERIES TRUST | $3.1M | 0.44% | 102,413 | Added |
| 24 | PRFZ | INVESCO EXCHANGE TRADED FD T | $2.4M | 0.34% | 42,387 | Added |
| 25 | SHM | SPDR SERIES TRUST | $2.0M | 0.29% | 42,429 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30