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Boston Standard Wealth Management Portfolio holdings
AUM
$696M
Turnover
15.87%
1-Year Est. Return
8.98%
This Fund
S&P 500
This Quarter Est. Return
-0.65%
1 Year Est. Return
+8.98%
3 Year Est. Return
+47.13%
5 Year Est. Return
+33.06%
10 Year Est. Return
–
AUM
$696M
AUM Growth
+$6.54M
(+0.95%)
Cap. Flow
+$9.7M
Cap. Flow % of AUM
Cap. Flow %
1.4%
Top 10 Holdings %
Top 10 Hldgs %
79.94%
Holding
63
New
4
Increased
28
Reduced
20
Closed
6
Avg Time Held
5.4
years
Top 10 Avg Time Held
5.1
years
Top 20 Avg Time Held
5.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Core Bond ETF
VCRB
|
+$42.2M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$31.8M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$17.7M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$2.31M |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$38.1M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$24.2M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$15M |
| 4 |
JPMorgan Municipal ETF
JMUB
|
+$5.54M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.17M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.67% |
| 2 | Technology | 3% |
| 3 | Industrials | 0.12% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Communication Services | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $252M | 36.22% |
673,489
+6,157
| +0.9% | +$2.31M |
2014 Q4
47 quarters
|
|
|
2
Vanguard Core Bond ETF
VCRB
$7.72B
| $72M | 10.35% |
978,493
+557,306
| +132% | +$42.2M |
2026 Q1
2 quarters
|
|
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.9B
| $47.6M | 6.84% |
948,310
+2,173
| +0.2% | +$111K |
2017 Q4
35 quarters
|
|
4
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
| $32.2M | 4.62% |
349,333
+9,625
| +3% | +$887K |
2017 Q4
35 quarters
|
|
|
5
Vanguard Tax-Exempt Bond Index Fund
VTEB
$51.3B
| $30.6M | 4.39% |
+645,412
| New | +$31.8M |
2026 Q3
0 quarters
|
|
|
6
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.28B
| $27.2M | 3.91% |
948,260
+53,081
| +6% | +$1.53M |
2017 Q4
35 quarters
|
|
|
7
iShares Core International Aggregate Bond Fund
IAGG
$12.6B
| $27M | 3.87% |
548,060
-301,208
| -35% | -$15M |
2017 Q4
35 quarters
|
|
8
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
| $24.8M | 3.56% |
298,767
+1,801
| +0.6% | +$151K |
2014 Q4
47 quarters
|
|
9
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $23M | 3.31% |
387,977
+5,148
| +1% | +$307K |
2014 Q4
47 quarters
|
|
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16B
| $19.9M | 2.86% |
376,161
-671
| -0.2% | -$37.8K |
2017 Q4
35 quarters
|
|
|
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$51.2B
| $19.8M | 2.85% |
216,366
-56,529
| -21% | -$5.17M |
2026 Q1
2 quarters
|
|
12
NVIDIA
NVDA
$4.94T
| $18.5M | 2.66% |
81,081
-53
| -0.1% | -$11.4K |
2024 Q1
10 quarters
|
|
13
iShares Global REIT ETF
REET
$4.81B
| $17.8M | 2.56% |
690,979
+11,041
| +2% | +$305K |
2017 Q4
35 quarters
|
|
|
14
Vanguard Total International Bond ETF
BNDX
$84B
| $17.7M | 2.55% |
378,454
+372,166
| +5,919% | +$17.7M |
2014 Q4
47 quarters
|
|
15
Vanguard ESG US Stock ETF
ESGV
$13.1B
| $10.8M | 1.55% |
79,634
-312
| -0.4% | -$42K |
2024 Q4
7 quarters
|
|
16
Vanguard Extended Market ETF
VXF
$30B
| $8.54M | 1.23% |
36,871
+465
| +1% | +$112K |
2014 Q4
47 quarters
|
|
17
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
| $6.86M | 0.99% |
44,166
+79
| +0.2% | +$12.3K |
2014 Q4
47 quarters
|
|
18
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
| $3.88M | 0.56% |
74,904
+2,069
| +3% | +$107K |
2017 Q4
35 quarters
|
|
19
Vanguard ESG International Stock ETF
VSGX
$6.5B
| $3.47M | 0.5% |
42,788
+42
| +0.1% | +$3.44K |
2019 Q1
30 quarters
|
|
20
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.8B
| $3.35M | 0.48% |
68,070
+6,084
| +10% | +$302K |
2021 Q3
20 quarters
|
|
21
Nuveen ESG US Aggregate Bond ETF
NUBD
$495M
| $3.24M | 0.47% |
152,962
+3,007
| +2% | +$65.3K |
2019 Q1
30 quarters
|
|
22
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
| $3.22M | 0.46% |
108,792
+6,379
| +6% | +$190K |
2017 Q4
35 quarters
|
|
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.66B
| $2.11M | 0.3% |
40,300
-2,087
| -5% | -$114K |
2014 Q4
47 quarters
|
|
24
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
| $2.03M | 0.29% |
43,420
+991
| +2% | +$47.1K |
2019 Q4
27 quarters
|
|
|
25
Vanguard Total Bond Market
BND
$165B
| $1.83M | 0.26% |
26,060
-527,949
| -95% | -$38.1M |
2021 Q3
20 quarters
|
|
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Boston Standard Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, Boston Standard Wealth Management held 63 positions worth $696M, up 0.95% from $689M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Boston Standard Wealth Management's Q3 2026 filing shows 4 new, 28 increased, 20 reduced and 6 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 645,412 shares worth $30.6M. The largest sale was Vanguard Total Bond Market, an estimated $38.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, down from 97% a quarter earlier, followed by Technology and Industrials.
- Boston Standard Wealth Management's largest Q3 2026 buy was Vanguard Tax-Exempt Bond Index Fund: 645,412 shares worth $30.6M.
- Boston Standard Wealth Management added most to Vanguard Core Bond ETF in Q3 2026, an estimated $42.2M increase.
- Boston Standard Wealth Management's biggest Q3 2026 reduction was Vanguard Total Bond Market, cutting an estimated $38.1M.
- Boston Standard Wealth Management fully exited iShares National Muni Bond ETF in Q3 2026, selling an estimated $24.2M.
- Boston Standard Wealth Management's ten largest holdings make up 80% of its $696M portfolio in Q3 2026.
- Boston Standard Wealth Management opened 4 new positions and closed 6 in Q3 2026.
- Boston Standard Wealth Management's portfolio value rose 0.95% quarter-over-quarter to $696M.
Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.