Boston Standard Wealth Management, LLC
CIK: 1630939SEC EDGAR →
Portfolio Value
$367.4B
Holdings
59
As of
Q2 2026
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | 946,137 | $47.2B | 12.85% |
| 2 | ISHARES TR | 849,268 | $42.6B | 11.60% |
| 3 | VANGUARD BD INDEX FDS | 554,009 | $40.5B | 11.02% |
| 4 | VANGUARD MALVERN FDS | 421,187 | $32.4B | 8.81% |
| 5 | SPDR INDEX SHS FDS | 339,708 | $30.9B | 8.40% |
| 6 | SPDR SERIES TRUST | 895,179 | $25.9B | 7.05% |
| 7 | SPDR SERIES TRUST | 272,895 | $24.9B | 6.79% |
| 8 | VANGUARD INTL EQUITY INDEX F | 296,966 | $24.6B | 6.70% |
| 9 | VANGUARD INTL EQUITY INDEX F | 382,829 | $22.7B | 6.19% |
| 10 | SPDR SERIES TRUST | 376,832 | $21.8B | 5.94% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $366.5B | 99.7% |
| Technology | 6 | $398.2M | 0.1% |
| Consumer Cyclical | 3 | $359.1M | 0.1% |
| Healthcare | 1 | $165.0M | 0.0% |
| Industrials | 1 | $764K | 0.0% |
| Communication Services | 1 | $441K | 0.0% |
| Unknown | 1 | $355K | 0.0% |
| Consumer Defensive | 1 | $222K | 0.0% |