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BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $689M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
+10.21%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$689M
AUM Growth
+$78.5M
Cap. Flow
+$23.2M
Cap. Flow %
3.36%
Top 10 Hldgs %
78.4%
Holding
60
New
4
Increased
33
Reduced
16
Closed
1

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$21M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.8M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.81M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.42M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.23M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$17.9M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$676K
3
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$535K
4
AAPL icon
Apple
AAPL
+$410K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$267K

Sector Composition

Rank Sector Weight
1 Technology 2.64%
2 Consumer Discretionary 0.12%
3 Industrials 0.11%
4 Communication Services 0.06%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
26
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.61M 0.23%
11,312
+22
+0.2% +$3.02K
ESML icon
27
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$1.04M 0.15%
18,625
-394
-2% -$20.5K
BCI icon
28
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$1.04M 0.15%
46,616
– –
IXUS icon
29
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$912K 0.13%
9,637
+122
+1% +$11.5K
AOA icon
30
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$827K 0.12%
8,480
+50
+0.6% +$4.77K
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$824K 0.12%
15,405
-851
-5% -$44.5K
BA icon
32
Boeing
BA
$171B
$764K 0.11%
3,523
– –
MU icon
33
Micron Technology
MU
$930B
$741K 0.11%
700
-300
-30% -$225K
SPY icon
34
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$670K 0.1%
898
+71
+9% +$51.5K
MSFT icon
35
Microsoft
MSFT
$3.45T
$594K 0.09%
1,542
+18
+1% +$7.28K
AAPL icon
36
Apple
AAPL
$4.54T
$495K 0.07%
1,679
-1,435
-46% -$410K
AMZN icon
37
Amazon
AMZN
$2.92T
$453K 0.07%
1,867
-28
-1% -$7.03K
AVGO icon
38
Broadcom
AVGO
$1.85T
$453K 0.07%
1,219
+195
+19% +$78.2K
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.36T
$441K 0.06%
1,234
+27
+2% +$9.65K
VT icon
40
Vanguard Total World Stock ETF
VT
$77.1B
$433K 0.06%
2,768
+231
+9% +$35.2K
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$431K 0.06%
2,012
+53
+3% +$10.8K
AOR icon
42
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$408K 0.06%
5,877
+70
+1% +$4.77K
NYF icon
43
iShares New York Muni Bond ETF
NYF
$1.38B
$399K 0.06%
7,430
+58
+0.8% +$3.11K
GWX icon
44
State Street SPDR S&P International Small Cap ETF
GWX
$856M
$393K 0.06%
8,960
+11
+0.1% +$498
DJP icon
45
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$380K 0.06%
8,716
– –
GLD icon
46
SPDR Gold Trust
GLD
$131B
$355K 0.05%
946
– –
BNDX icon
47
Vanguard Total International Bond ETF
BNDX
$81.9B
$304K 0.04%
6,288
-1,482
-19% -$71.3K
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$270K 0.04%
5,132
+37
+0.7% +$2.12K
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$229B
$254K 0.04%
3,599
+474
+15% +$33K
WOOD icon
50
iShares Global Timber & Forestry ETF
WOOD
$268M
$249K 0.04%
3,765
+34
+0.9% +$2.33K
1
2
3

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LCP
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WC
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SSA
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ABWM
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MWM
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Boston Standard Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Standard Wealth Management held 60 positions worth $689M, up 13% from $611M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Boston Standard Wealth Management deployed $23.2M of net new capital in Q2 2026, opening 4 new positions and adding to 33 existing holdings. Its largest new stake was Schwab US Large-Cap Growth ETF: 6,644 shares worth $227K.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, down from 2.7% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $17.9M trimmed.

  • Boston Standard Wealth Management's largest Q2 2026 buy was Schwab US Large-Cap Growth ETF: 6,644 shares worth $227K.
  • Boston Standard Wealth Management added most to Vanguard Core Bond ETF in Q2 2026, an estimated $21M increase.
  • Boston Standard Wealth Management's biggest Q2 2026 reduction was Vanguard Total Bond Market, cutting an estimated $17.9M.
  • Boston Standard Wealth Management fully exited iShares Silver Trust in Q2 2026, selling an estimated $230K.
  • Boston Standard Wealth Management's ten largest holdings make up 78% of its $689M portfolio in Q2 2026.
  • Boston Standard Wealth Management opened 4 new positions and closed 1 in Q2 2026.
  • Boston Standard Wealth Management's portfolio value rose 13% quarter-over-quarter to $689M.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.