Boston Standard Wealth Management, LLC
CIK 1630939
13F filing for Q2 2026・No. 738
- Holdings
- US$6.89B
- Quarter change
- +US$6.28B
- Entries
- 60
- Net bought (estimate)
- +US$23.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 16
- Added 33
- Corporate actions 0
- Unchanged 6
Largest holdings
59 stocks worth US$689.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 667,332 | US$247.19M | 35.86% |
| SPDR INDEX SHS FDSSTATE STREET SPD | Cut | 946,137 | US$47.22M | 6.85% |
| ISHARES TRCORE INTL AGGR | Added | 849,268 | US$42.64M | 6.19% |
| VANGUARD BD INDEX FDSTOTAL BND MR | Cut | 554,009 | US$40.5M | 5.88% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 421,187 | US$32.38M | 4.70% |
| SPDR INDEX SHS FDSSTATE STREET SPD | Added | 339,708 | US$30.88M | 4.48% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Added | 895,179 | US$25.89M | 3.76% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 272,895 | US$24.94M | 3.62% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 296,966 | US$24.63M | 3.57% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 225,728 | US$24.2M | 3.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.