StockDriftsStockDriftsTop 50 Boston Standard Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 35.86% | 667.3K | $247.2M | -0.11%(-721) | $185.81(+106.33%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.85% | 946.1K | $47.2M | -1.42%(-13.63K) | $32.06(+62.84%) | 2026-06-30 | |
| IAGG | ISHARES TR | 6.19% | 849.3K | $42.6M | +4.45%(+36.21K) | $51.76(-3.87%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.88% | 554.0K | $40.5M | -30.56%(-243.78K) | $75.04(-3.72%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 4.7% | 421.2K | $32.4M | +181.36%(+271.49K) | $77.35(-1.70%) | 2026-06-30 | |
| SPTM | SPDR INDEX SHS FDS | 4.48% | 339.7K | $30.9M | +1.05%(+3.54K) | $39.02(+141.66%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 3.76% | 895.2K | $25.9M | +4.95%(+42.18K) | $29.82(-2.86%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.62% | 272.9K | $24.9M | +171.25%(+172.29K) | $91.66(-0.13%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.57% | 297.0K | $24.6M | +1.66%(+4.86K) | $54.54(+57.96%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.51% | 225.7K | $24.2M | +6.25%(+13.27K) | $108.69(-2.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.61% | +5.30% | +29.49% |
| Top 20 Holdings Unweighted | +9.80% | +32.38% | +3.04% | +16.14% |
Boston Standard Wealth Management, LLC reports $6.89B in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are VTI (35.9%), SPDW (6.8%) and IAGG (6.2%). The top 20 holdings account for 95.6% of reported assets. Its disclosed equity book has returned +40.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boston Standard Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1630939). View Boston Standard Wealth Management, LLC’s 13F filings on SEC