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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 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
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$651B
$216M 35.36%
668,053
-1,665
-0.2% -$559K
BND icon
2
Vanguard Total Bond Market
BND
$158B
$58.6M 9.59%
797,786
-123,099
-13% -$9.13M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$44.5M 7.29%
959,770
-31,822
-3% -$1.49M
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$40.5M 6.64%
813,058
+25,896
+3% +$1.3M
SPTM icon
5
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$26.8M 4.38%
336,170
+2,923
+0.9% +$241K
SPTS icon
6
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$24.8M 4.06%
852,998
+28,203
+3% +$825K
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.3B
$22.6M 3.69%
212,459
+2,228
+1% +$240K
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$65B
$22.2M 3.64%
292,105
-5,577
-2% -$432K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$21M 3.44%
387,370
-7,056
-2% -$395K
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$18.8M 3.08%
386,844
+170
+0% +$8.41K
REET icon
11
iShares Global REIT ETF
REET
$5.16B
$17.2M 2.81%
676,301
+11,657
+2% +$303K
NVDA icon
12
NVIDIA
NVDA
$4.66T
$14.3M 2.34%
81,170
-52
-0.1% -$9.54K
VCRB icon
13
Vanguard Core Bond ETF
VCRB
$7.2B
$11.5M 1.89%
+149,695
New +$11.7M
BIL icon
14
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$9.19M 1.51%
+100,608
New +$9.21M
ESGV icon
15
Vanguard ESG US Stock ETF
ESGV
$12.9B
$8.96M 1.47%
79,172
+47
+0.1% +$5.58K
VXF icon
16
Vanguard Extended Market ETF
VXF
$30.1B
$7.64M 1.25%
36,767
+26
+0.1% +$5.57K
VSS icon
17
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.1B
$6.75M 1.11%
45,606
-1,592
-3% -$241K
JMUB icon
18
JPMorgan Municipal ETF
JMUB
$8.33B
$5.29M 0.87%
105,688
+4,304
+4% +$218K
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.8B
$3.38M 0.55%
71,809
-1,619
-2% -$78.9K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$6.35B
$3.14M 0.51%
43,214
-1,470
-3% -$110K
NUBD icon
21
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
$2.97M 0.49%
134,150
+2,087
+2% +$46.7K
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$2.93M 0.48%
58,701
+2,795
+5% +$139K
SPSB icon
23
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$2.91M 0.48%
97,138
+4,673
+5% +$141K
SHM icon
24
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$2.03M 0.33%
42,445
+229
+0.5% +$11K
PRFZ icon
25
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$1.92M 0.31%
41,491
-2,775
-6% -$132K
1
2 3

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SAM
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LCP
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WIM
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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.