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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
-1.63%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$611M
AUM Growth
+$5.03M
Cap. Flow
+$12.4M
Cap. Flow %
2.03%
Top 10 Hldgs %
81.18%
Holding
56
New
5
Increased
24
Reduced
17
Closed
–

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.7M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.21M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.3M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$825K
5
REET icon
iShares Global REIT ETF
REET
+$303K

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$9.13M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.49M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$559K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$432K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$395K

Sector Composition

Rank Sector Weight
1 Technology 2.68%
2 Consumer Discretionary 0.13%
3 Industrials 0.12%
4 Communication Services 0.06%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
26
iShares MSCI KLD 400 Social ETF
DSI
$5.52B
$1.38M 0.23%
11,290
+29
+0.3% +$3.71K
BCI icon
27
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.92B
$1.12M 0.18%
46,616
– –
ESML icon
28
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
$904K 0.15%
19,019
+50
+0.3% +$2.42K
IXUS icon
29
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
$834K 0.14%
9,515
– –
AAPL icon
30
Apple
AAPL
$4.54T
$791K 0.13%
3,114
-52
-2% -$13.5K
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$750K 0.12%
8,430
-594
-7% -$54.1K
ESGE icon
32
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$747K 0.12%
16,256
-723
-4% -$34.2K
BA icon
33
Boeing
BA
$190B
$733K 0.12%
3,523
– –
MSFT icon
34
Microsoft
MSFT
$3.62T
$566K 0.09%
1,524
+33
+2% +$13.8K
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$542K 0.09%
827
+2
+0.2% +$1.36K
DJP icon
36
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$783M
$413K 0.07%
8,716
– –
GLD icon
37
SPDR Gold Trust
GLD
$138B
$411K 0.07%
946
– –
AMZN icon
38
Amazon
AMZN
$2.94T
$400K 0.07%
1,895
+98
+5% +$21.6K
NYF icon
39
iShares New York Muni Bond ETF
NYF
$1.39B
$392K 0.06%
7,372
+37
+0.5% +$1.99K
GWX icon
40
State Street SPDR S&P International Small Cap ETF
GWX
$904M
$386K 0.06%
8,949
-211
-2% -$9.19K
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$377K 0.06%
1,959
+7
+0.4% +$1.39K
AOR icon
42
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$376K 0.06%
5,807
-475
-8% -$31.3K
BNDX icon
43
Vanguard Total International Bond ETF
BNDX
$82.3B
$373K 0.06%
7,770
+781
+11% +$37.9K
MU icon
44
Micron Technology
MU
$1.01T
$364K 0.06%
1,000
– –
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.4T
$355K 0.06%
1,207
-124
-9% -$39K
VT icon
46
Vanguard Total World Stock ETF
VT
$79.2B
$354K 0.06%
2,537
-67
-3% -$9.64K
AVGO icon
47
Broadcom
AVGO
$1.99T
$321K 0.05%
1,024
+217
+27% +$71.4K
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$300K 0.05%
5,095
+584
+13% +$31.3K
WOOD icon
49
iShares Global Timber & Forestry ETF
WOOD
$271M
$266K 0.04%
3,731
– –
WMT icon
50
Walmart Inc
WMT
$894B
$255K 0.04%
2,063
– –
1
2
3

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Boston Standard Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Standard Wealth Management held 56 positions worth $611M, up 0.83% from $606M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Boston Standard Wealth Management's Q1 2026 filing shows 5 new, 24 increased and 17 reduced positions. Its largest new stake was Vanguard Core Bond ETF: 149,695 shares worth $11.5M. The largest sale was Vanguard Total Bond Market, an estimated $9.13M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 2.9% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Boston Standard Wealth Management's largest Q1 2026 buy was Vanguard Core Bond ETF: 149,695 shares worth $11.5M.
  • Boston Standard Wealth Management added most to iShares Core International Aggregate Bond Fund in Q1 2026, an estimated $1.3M increase.
  • Boston Standard Wealth Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $9.13M.
  • Boston Standard Wealth Management's ten largest holdings make up 81% of its $611M portfolio in Q1 2026.
  • Boston Standard Wealth Management opened 5 new positions and closed 0 in Q1 2026.
  • Boston Standard Wealth Management's portfolio value rose 0.83% quarter-over-quarter to $611M.

Based on Boston Standard Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.