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 $610.9M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($216.0M, 35.36%), BND ($58.6M, 9.59%), SPDW ($44.5M, 7.29%), IAGG ($40.5M, 6.64%), SPTM ($26.8M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $216.0M | 35.36% | 668,053 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $58.6M | 9.59% | 797,786 | Trimmed |
| 3 | SPDW | SPDR INDEX SHS FDS | $44.5M | 7.29% | 959,770 | Trimmed |
| 4 | IAGG | ISHARES TR | $40.5M | 6.64% | 813,058 | Added |
| 5 | SPTM | SPDR INDEX SHS FDS | $26.8M | 4.38% | 336,170 | Added |
| 6 | SPTS | SPDR SERIES TRUST | $24.8M | 4.06% | 852,998 | Added |
| 7 | MUB | ISHARES TR | $22.6M | 3.69% | 212,459 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $22.2M | 3.64% | 292,105 | Trimmed |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $21.0M | 3.44% | 387,370 | Trimmed |
| 10 | SPSM | SPDR SERIES TRUST | $18.8M | 3.08% | 386,844 | Added |
| 11 | REET | ISHARES TR | $17.2M | 2.81% | 676,301 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $14.3M | 2.34% | 81,170 | Trimmed |
| 13 | VCRB | VANGUARD MALVERN FDS | $11.5M | 1.89% | 149,695 | New |
| 14 | BIL | SPDR SERIES TRUST | $9.2M | 1.51% | 100,608 | New |
| 15 | ESGV | VANGUARD WORLD FD | $9.0M | 1.47% | 79,172 | Added |
| 16 | VXF | VANGUARD INDEX FDS | $7.6M | 1.25% | 36,767 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $6.7M | 1.10% | 45,606 | Trimmed |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.3M | 0.87% | 105,688 | Added |
| 19 | SPEM | SPDR INDEX SHS FDS | $3.4M | 0.55% | 71,809 | Trimmed |
| 20 | VSGX | VANGUARD WORLD FD | $3.1M | 0.51% | 43,214 | Trimmed |
| 21 | NUBD | NUSHARES ETF TR | $3.0M | 0.49% | 134,150 | Added |
| 22 | SPSB | SPDR SERIES TRUST | $2.9M | 0.48% | 97,138 | Added |
| 23 | VTIP | VANGUARD MALVERN FDS | $2.9M | 0.48% | 58,701 | Added |
| 24 | SHM | SPDR SERIES TRUST | $2.0M | 0.33% | 42,445 | Added |
| 25 | PRFZ | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.31% | 41,491 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31