Boston Standard Wealth Management
WINCHESTER, MAfiles as Boston Standard Wealth Management, LLC
$689m in 59 US stocks at the end of 30 June 2026. The top 10 are 78.4% of the money. It changed about 6.0% of the portfolio this quarter.
Value
$689m
Stocks
59
Top 10 share
78.4%
Turnover
6.0%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchange-Traded ALPFYX<0.1% of the fund
- Schwab Strategic TRSCHG<0.1% of the fund
- Vanguard World FDVGT<0.1% of the fund
- First TR Exchange-Traded ALPFNX<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIAGG6.2% of the fund+4%
- Vanguard Malvern FDSVCRB4.7% of the fund+181%
- Spdr Series TrustSPTS3.8% of the fund+5%
- Spdr Series TrustBIL3.6% of the fund+171%
- Ishares TRMUB3.5% of the fund+6%
- J P Morgan Exchange Traded FJMUB0.8% of the fund+4%
- Nushares ETF TRNUBD0.5% of the fund+12%
- Vanguard Malvern FDSVTIP0.4% of the fund+6%
- Spdr Series TrustSPSB0.4% of the fund+5%
- Invesco Exchange Traded FD TPRFZ0.3% of the fund+2%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund+9%
- BroadcomAVGO<0.1% of the fund+19%
- AlphabetGOOG<0.1% of the fund+2%
- Vanguard Intl Equity Index FVT<0.1% of the fund+9%
- Invesco Exchange Traded FD TRSP<0.1% of the fund+3%
- Vanguard Tax-Managed FDSVEA<0.1% of the fund+15%
- Ishares TREFA<0.1% of the fund+7%
Cut
Sold some of their stake.
- Vanguard BD Index FDSBND5.9% of the fund-31%
- Spdr Series TrustSPSM3.2% of the fund-3%
- Vanguard Intl Equity Index FVSS1.0% of the fund-3%
- Ishares TRESML0.2% of the fund-2%
- IsharesESGE0.1% of the fund-5%
- Micron TechnologyMU0.1% of the fund-30%
- AppleAAPL<0.1% of the fund-46%
- Vanguard Charlotte FDSBNDX<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Ishares Silver TRSLV-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 35.9%
- Value
- $247m
- Shares
- 667,332
Held
- Spdr Index SHS FDSSPDW
- Share
- 6.8%
- Value
- $47m
- Shares
- 946,137
Held
- Ishares TRIAGG
- Share
- 6.2%
- Value
- $43m
- Shares
- 849,268
+4%
- Vanguard BD Index FDSBND
- Share
- 5.9%
- Value
- $41m
- Shares
- 554,009
-31%
- Vanguard Malvern FDSVCRB
- Share
- 4.7%
- Value
- $32m
- Shares
- 421,187
+181%
- Spdr Series TrustSPTM
- Share
- 4.5%
- Value
- $31m
- Shares
- 339,708
Held
- Spdr Series TrustSPTS
- Share
- 3.8%
- Value
- $26m
- Shares
- 895,179
+5%
- Spdr Series TrustBIL
- Share
- 3.6%
- Value
- $25m
- Shares
- 272,895
+171%
- Vanguard Intl Equity Index FVEU
- Share
- 3.6%
- Value
- $25m
- Shares
- 296,966
Held
- Ishares TRMUB
- Share
- 3.5%
- Value
- $24m
- Shares
- 225,728
+6%
- Vanguard Intl Equity Index FVWO
- Share
- 3.3%
- Value
- $23m
- Shares
- 382,829
Held
- Spdr Series TrustSPSM
- Share
- 3.2%
- Value
- $22m
- Shares
- 376,832
-3%
- Ishares TRREET
- Share
- 2.7%
- Value
- $19m
- Shares
- 679,938
Held
- Vanguard World FDESGV
- Share
- 1.5%
- Value
- $11m
- Shares
- 79,946
Held
- Vanguard Index FDSVXF
- Share
- 1.3%
- Value
- $9m
- Shares
- 36,406
Held
- Vanguard Intl Equity Index FVSS
- Share
- 1.0%
- Value
- $7m
- Shares
- 44,087
-3%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.8%
- Value
- $6m
- Shares
- 109,873
+4%
- Spdr Index SHS FDSSPEM
- Share
- 0.5%
- Value
- $4m
- Shares
- 72,835
Held
- Vanguard World FDVSGX
- Share
- 0.5%
- Value
- $3m
- Shares
- 42,746
Held
- Nushares ETF TRNUBD
- Share
- 0.5%
- Value
- $3m
- Shares
- 149,955
+12%
- Vanguard Malvern FDSVTIP
- Share
- 0.4%
- Value
- $3m
- Shares
- 61,986
+6%
- Spdr Series TrustSPSB
- Share
- 0.4%
- Value
- $3m
- Shares
- 102,413
+5%
- Invesco Exchange Traded FD TPRFZ
- Share
- 0.3%
- Value
- $2m
- Shares
- 42,387
+2%
- Spdr Series TrustSHM
- Share
- 0.3%
- Value
- $2m
- Shares
- 42,429
Held
- Ishares TRDSI
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,312
Held
- Ishares TRESML
- Share
- 0.2%
- Value
- $1m
- Shares
- 18,625
-2%
- Abrdn EtfsBCI
- Share
- 0.2%
- Value
- $1m
- Shares
- 46,616
Held
- Ishares TRIXUS
- Share
- 0.1%
- Value
- $912,097
- Shares
- 9,637
Held
- Ishares TRAOA
- Share
- 0.1%
- Value
- $827,412
- Shares
- 8,480
Held
- IsharesESGE
- Share
- 0.1%
- Value
- $823,760
- Shares
- 15,405
-5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $670,460
- Shares
- 898
+9%
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $433,444
- Shares
- 2,768
+9%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $431,076
- Shares
- 2,012
+3%
- Ishares TRAOR
- Share
- <0.1%
- Value
- $407,692
- Shares
- 5,877
Held
- Ishares TRNYF
- Share
- <0.1%
- Value
- $399,124
- Shares
- 7,430
Held
- Spdr Index SHS FDSGWX
- Share
- <0.1%
- Value
- $393,225
- Shares
- 8,960
Held
- Barclays BankDJP
- Share
- <0.1%
- Value
- $380,018
- Shares
- 8,716
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $355,119
- Shares
- 946
Held
- Vanguard Charlotte FDSBNDX
- Share
- <0.1%
- Value
- $303,606
- Shares
- 6,288
-19%
- Select Sector Spdr TRXLE
- Share
- <0.1%
- Value
- $270,464
- Shares
- 5,132
Held
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $253,876
- Shares
- 3,599
+15%
- Ishares TRWOOD
- Share
- <0.1%
- Value
- $249,027
- Shares
- 3,765
Held
- Ishares TREFA
- Share
- <0.1%
- Value
- $246,668
- Shares
- 2,392
+7%
- First TR Exchange-Traded ALPFYX
- Share
- <0.1%
- Value
- $232,650
- Shares
- 1,611
New
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $227,181
- Shares
- 6,644
New
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $212,139
- Shares
- 1,800
New
- First TR Exchange-Traded ALPFNX
- Share
- <0.1%
- Value
- $204,238
- Shares
- 1,400
New
- Jumia Technologies AGJMIA
- Share
- <0.1%
- Value
- $154,594
- Shares
- 21,084
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 35.9% | $247m | 667,332 | Held |
| Spdr Index SHS FDSSPDW | 6.8% | $47m | 946,137 | Held |
| Ishares TRIAGG | 6.2% | $43m | 849,268 | +4% |
| Vanguard BD Index FDSBND | 5.9% | $41m | 554,009 | -31% |
| Vanguard Malvern FDSVCRB | 4.7% | $32m | 421,187 | +181% |
| Spdr Series TrustSPTM | 4.5% | $31m | 339,708 | Held |
| Spdr Series TrustSPTS | 3.8% | $26m | 895,179 | +5% |
| Spdr Series TrustBIL | 3.6% | $25m | 272,895 | +171% |
| Vanguard Intl Equity Index FVEU | 3.6% | $25m | 296,966 | Held |
| Ishares TRMUB | 3.5% | $24m | 225,728 | +6% |
| Vanguard Intl Equity Index FVWO | 3.3% | $23m | 382,829 | Held |
| Spdr Series TrustSPSM | 3.2% | $22m | 376,832 | -3% |
| Ishares TRREET | 2.7% | $19m | 679,938 | Held |
| NvidiaNVDA | 2.3% | $16m | 81,134 | Held |
| Vanguard World FDESGV | 1.5% | $11m | 79,946 | Held |
| Vanguard Index FDSVXF | 1.3% | $9m | 36,406 | Held |
| Vanguard Intl Equity Index FVSS | 1.0% | $7m | 44,087 | -3% |
| J P Morgan Exchange Traded FJMUB | 0.8% | $6m | 109,873 | +4% |
| Spdr Index SHS FDSSPEM | 0.5% | $4m | 72,835 | Held |
| Vanguard World FDVSGX | 0.5% | $3m | 42,746 | Held |
| Nushares ETF TRNUBD | 0.5% | $3m | 149,955 | +12% |
| Vanguard Malvern FDSVTIP | 0.4% | $3m | 61,986 | +6% |
| Spdr Series TrustSPSB | 0.4% | $3m | 102,413 | +5% |
| Invesco Exchange Traded FD TPRFZ | 0.3% | $2m | 42,387 | +2% |
| Spdr Series TrustSHM | 0.3% | $2m | 42,429 | Held |
| Ishares TRDSI | 0.2% | $2m | 11,312 | Held |
| Ishares TRESML | 0.2% | $1m | 18,625 | -2% |
| Abrdn EtfsBCI | 0.2% | $1m | 46,616 | Held |
| Ishares TRIXUS | 0.1% | $912,097 | 9,637 | Held |
| Ishares TRAOA | 0.1% | $827,412 | 8,480 | Held |
| IsharesESGE | 0.1% | $823,760 | 15,405 | -5% |
| BoeingBA | 0.1% | $763,540 | 3,523 | Held |
| Micron TechnologyMU | 0.1% | $740,628 | 700 | -30% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $670,460 | 898 | +9% |
| MicrosoftMSFT | <0.1% | $594,300 | 1,542 | Held |
| AppleAAPL | <0.1% | $495,136 | 1,679 | -46% |
| Amazon.comAMZN | <0.1% | $452,974 | 1,867 | Held |
| BroadcomAVGO | <0.1% | $452,580 | 1,219 | +19% |
| AlphabetGOOG | <0.1% | $441,065 | 1,234 | +2% |
| Vanguard Intl Equity Index FVT | <0.1% | $433,444 | 2,768 | +9% |
| Invesco Exchange Traded FD TRSP | <0.1% | $431,076 | 2,012 | +3% |
| Ishares TRAOR | <0.1% | $407,692 | 5,877 | Held |
| Ishares TRNYF | <0.1% | $399,124 | 7,430 | Held |
| Spdr Index SHS FDSGWX | <0.1% | $393,225 | 8,960 | Held |
| Barclays BankDJP | <0.1% | $380,018 | 8,716 | Held |
| Spdr Gold TRGLD | <0.1% | $355,119 | 946 | Held |
| Vanguard Charlotte FDSBNDX | <0.1% | $303,606 | 6,288 | -19% |
| Select Sector Spdr TRXLE | <0.1% | $270,464 | 5,132 | Held |
| Vanguard Tax-Managed FDSVEA | <0.1% | $253,876 | 3,599 | +15% |
| Ishares TRWOOD | <0.1% | $249,027 | 3,765 | Held |
| Ishares TREFA | <0.1% | $246,668 | 2,392 | +7% |
| First TR Exchange-Traded ALPFYX | <0.1% | $232,650 | 1,611 | New |
| Schwab Strategic TRSCHG | <0.1% | $227,181 | 6,644 | New |
| WalmartWMT | <0.1% | $221,638 | 2,063 | Held |
| Vanguard World FDVGT | <0.1% | $212,139 | 1,800 | New |
| First TR Exchange-Traded ALPFNX | <0.1% | $204,238 | 1,400 | New |
| HasbroHAS | <0.1% | $204,027 | 2,475 | Held |
| Ginkgo Bioworks HoldingsDNA | <0.1% | $164,995 | 15,165 | Held |
| Jumia Technologies AGJMIA | <0.1% | $154,594 | 21,084 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.2% since 30 June 2025.
Where the money is
Technology2.6%
Industrials0.1%
Retail & consumer0.1%
Media & telecom0.1%
Everyday goods0.0%
Health care0.0%
Other97.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.