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BSWM

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
+10.21%
1 Year Est. Return
+8.98%
3 Year Est. Return
+47.13%
5 Year Est. Return
+33.06%
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
Avg Time Held
5.2 years
Top 10 Avg Time Held
6.1 years
Top 20 Avg Time Held
6.4 years

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 Miscellaneous 97.01%
2 Technology 2.64%
3 Consumer Discretionary 0.12%
4 Industrials 0.11%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
$247M 35.86%
667,332
-721
-0.1% -$258K
2014 Q4
46 quarters
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$47.2M 6.85%
946,137
-13,633
-1% -$676K
2017 Q4
34 quarters
IAGG icon
3
iShares Core International Aggregate Bond Fund
IAGG
$12.5B
$42.6M 6.19%
849,268
+36,210
+4% +$1.81M
2017 Q4
34 quarters
BND icon
4
Vanguard Total Bond Market
BND
$163B
$40.5M 5.88%
554,009
-243,777
-31% -$17.9M
2021 Q3
19 quarters
VCRB icon
5
Vanguard Core Bond ETF
VCRB
$7.64B
$32.4M 4.7%
421,187
+271,492
+181% +$21M
2026 Q1
1 quarter
SPTM icon
6
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
$30.9M 4.48%
339,708
+3,538
+1% +$311K
2017 Q4
34 quarters
SPTS icon
7
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
$25.9M 3.76%
895,179
+42,181
+5% +$1.23M
2017 Q4
34 quarters
BIL icon
8
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$50.8B
$24.9M 3.62%
272,895
+172,287
+171% +$15.8M
2026 Q1
1 quarter
VEU icon
9
Vanguard FTSE All-World ex-US ETF
VEU
$67.4B
$24.6M 3.57%
296,966
+4,861
+2% +$397K
2014 Q4
46 quarters
MUB icon
10
iShares National Muni Bond ETF
MUB
$49.2B
$24.2M 3.51%
225,728
+13,269
+6% +$1.42M
2016 Q1
41 quarters
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$22.7M 3.3%
382,829
-4,541
-1% -$267K
2014 Q4
46 quarters
SPSM icon
12
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
$21.8M 3.16%
376,832
-10,012
-3% -$535K
2017 Q4
34 quarters
REET icon
13
iShares Global REIT ETF
REET
$4.68B
$18.8M 2.73%
679,938
+3,637
+0.5% +$98.6K
2017 Q4
34 quarters
NVDA icon
14
NVIDIA
NVDA
$5.25T
$15.9M 2.31%
81,134
-36
-0% -$7.4K
2024 Q1
9 quarters
ESGV icon
15
Vanguard ESG US Stock ETF
ESGV
$13.5B
$10.6M 1.54%
79,946
+774
+1% +$98.7K
2024 Q4
6 quarters
VXF icon
16
Vanguard Extended Market ETF
VXF
$30.1B
$8.97M 1.3%
36,406
-361
-1% -$82.7K
2014 Q4
46 quarters
VSS icon
17
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$6.81M 0.99%
44,087
-1,519
-3% -$238K
2014 Q4
46 quarters
JMUB icon
18
JPMorgan Municipal ETF
JMUB
$8.59B
$5.54M 0.8%
109,873
+4,185
+4% +$211K
2025 Q2
4 quarters
SPEM icon
19
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$3.75M 0.54%
72,835
+1,026
+1% +$52.5K
2017 Q4
34 quarters
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$6.63B
$3.49M 0.51%
42,746
-468
-1% -$37.1K
2019 Q1
29 quarters
NUBD icon
21
Nuveen ESG US Aggregate Bond ETF
NUBD
$489M
$3.3M 0.48%
149,955
+15,805
+12% +$350K
2019 Q1
29 quarters
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$3.07M 0.45%
61,986
+3,285
+6% +$165K
2021 Q3
19 quarters
SPSB icon
23
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.2B
$3.06M 0.44%
102,413
+5,275
+5% +$158K
2017 Q4
34 quarters
PRFZ icon
24
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$2.37M 0.34%
42,387
+896
+2% +$45.6K
2014 Q4
46 quarters
SHM icon
25
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$2.03M 0.29%
42,429
-16
-0% -$766
2019 Q4
26 quarters
1
2 3

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MAA
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DAMU
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AGC
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VT
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SVCM
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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 Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Technology and Consumer Discretionary.

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.