Boston Standard Wealth Management, LLC
CIK: 1630939SEC EDGAR →
Portfolio Value
$390.9B
Holdings
57
As of
Q3 2026
New Positions
3
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | 978,493 | $72.0B | 18.43% |
| 2 | SPDR INDEX SHS FDS | 948,310 | $47.6B | 12.18% |
| 3 | SPDR SERIES TRUST ETF | 349,333 | $32.2B | 8.23% |
| 4 | VANGUARD MUN BD FDS | 645,412 | $30.6B | 7.82% |
| 5 | SPDR SERIES TRUST | 948,260 | $27.2B | 6.95% |
| 6 | ISHARES TR | 548,060 | $27.0B | 6.90% |
| 7 | VANGUARD INTL EQUITY INDEX F | 298,767 | $24.8B | 6.34% |
| 8 | VANGUARD INTL EQUITY INDEX F | 387,977 | $23.0B | 5.89% |
| 9 | SPDR SERIES TRUST | 376,161 | $19.9B | 5.09% |
| 10 | SPDR SERIES TRUST | 216,366 | $19.8B | 5.07% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $389.9B | 99.8% |
| Technology | 6 | $402.9M | 0.1% |
| Consumer Cyclical | 3 | $373.5M | 0.1% |
| Healthcare | 1 | $194.6M | 0.0% |
| Unknown | 2 | $724K | 0.0% |
| Industrials | 1 | $655K | 0.0% |
| Communication Services | 1 | $411K | 0.0% |