Boston Standard Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Boston Standard Wealth Management, LLC 13F Holdings
CIK 0001630939 · WINCHESTER, MA
As of Sep 30, 2025, Boston Standard Wealth Management, LLC reported
49 positions worth $594.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 666,665 | $218.8M | 36.79% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 887,904 | $66.0M | 11.10% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 980,548 | $42.0M | 7.06% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 738,557 | $37.8M | 6.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 342,411 | $27.6M | 4.64% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 785,241 | $23.0M | 3.87% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 202,880 | $21.6M | 3.63% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 294,861 | $21.0M | 3.54% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 387,620 | $21.0M | 3.53% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 376,264 |
|
7.4M2.93% |
| ISHARES GLOBAL REIT ETF | REET | — | 633,416 |
6.2M | 2.72% |
| NVIDIA CORP | NVDA | Technology | 81,278 |
5.2M | 2.55% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 81,171 | $9.6M | 1.62% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 35,804 | $7.5M | 1.26% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 78,686 | $7.2M | 1.21% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 45,519 | $6.5M | 1.09% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 95,790 | $4.8M | 0.81% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 73,392 | $3.4M | 0.58% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 45,258 | $3.1M | 0.53% |
| NUSHARES ETF TR | NUBD | — | 124,358 | $2.8M | 0.47% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 53,667 | $2.7M | 0.46% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 89,222 | $2.7M | 0.45% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 44,351 | $2.0M | 0.34% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 41,731 | $2.0M | 0.34% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 11,230 |
.4M | 0.24% |