StockDriftsStockDriftsTop 50 Boston Standard Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 36.22% | 673.5K | $252.0M | +0.92%(+6.16K) | $187.51(+100.28%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 10.35% | 978.5K | $72.0M | +132.32%(+557.31K) | $76.26(-2.94%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.84% | 948.3K | $47.6M | +0.23%(+2.17K) | $32.10(+53.46%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST ETF | 4.62% | 349.3K | $32.2M | +2.83%(+9.62K) | $40.46(+128.91%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.39% | 645.4K | $30.6M | new | $48.97(-1.96%) | 2026-09-30 | |
| SPTS | SPDR SERIES TRUST | 3.91% | 948.3K | $27.2M | +5.93%(+53.08K) | $29.77(-3.56%) | 2026-09-30 | |
| IAGG | ISHARES TR | 3.87% | 548.1K | $27.0M | -35.47%(-301.21K) | $51.76(-4.98%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.56% | 298.8K | $24.8M | +0.61%(+1.80K) | $54.71(+48.73%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.31% | 388.0K | $23.0M | +1.34%(+5.15K) | $45.81(+26.69%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 2.86% | 376.2K | $19.9M | -0.18%(-671) | $33.80(+56.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.03% | +44.42% | +5.37% | +29.87% |
| Top 20 Holdings Unweighted | +10.34% | +34.35% | +3.12% | +16.62% |
Boston Standard Wealth Management LLC reports $695.88M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are VTI (36.2%), VCRB (10.3%) and SPDW (6.8%). The top 20 holdings account for 95.86% of reported assets. Its disclosed equity book has returned +44.42% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Boston Standard Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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