Boston Standard Wealth Management, LLC
CIK 0001630939 · WINCHESTER, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$689.3M
2026 Q2
Positions
59
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
35.9%
SPDW
SPDR INDEX SHS FDS
6.8%
IAGG
ISHARES TR
6.2%
BND
VANGUARD BD INDEX FDS
5.9%
VCRB
VANGUARD MALVERN FDS
4.7%
SPTM
SPDR INDEX SHS FDS
4.5%
SPTS
SPDR SERIES TRUST
3.8%
BIL
SPDR SERIES TRUST
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.