Boston Standard Wealth Management, LLC
CIK: 1630939SEC EDGAR →
Portfolio Value
$328.1B
Holdings
56
As of
Q1 2026
New Positions
56
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 797,786 | $58.6B | 17.86% |
| 2 | SPDR INDEX SHS FDS | 959,770 | $44.5B | 13.57% |
| 3 | ISHARES TR | 813,058 | $40.5B | 12.36% |
| 4 | SPDR INDEX SHS FDS | 336,170 | $26.8B | 8.16% |
| 5 | SPDR SERIES TRUST | 852,998 | $24.8B | 7.56% |
| 6 | VANGUARD INTL EQUITY INDEX F | 292,105 | $22.2B | 6.78% |
| 7 | VANGUARD INTL EQUITY INDEX F | 387,370 | $21.0B | 6.41% |
| 8 | SPDR SERIES TRUST | 386,844 | $18.8B | 5.74% |
| 9 | ISHARES TR | 676,301 | $17.2B | 5.23% |
| 10 | VANGUARD MALVERN FDS | 149,695 | $11.5B | 3.52% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $326.9B | 99.7% |
| Technology | 7 | $658.8M | 0.2% |
| Consumer Cyclical | 3 | $366.1M | 0.1% |
| Healthcare | 1 | $96.8M | 0.0% |
| Industrials | 1 | $733K | 0.0% |
| Unknown | 1 | $411K | 0.0% |
| Communication Services | 1 | $355K | 0.0% |
| Consumer Defensive | 1 | $255K | 0.0% |