2026 Q2 Portfolio Activity
In 2026 Q2, Boston Standard Wealth Management, LLC maintained a portfolio of 60 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED ALP, now representing 0.03% of the total fund value. They heavily accumulated shares in VANGUARD MALVERN FDS, increasing the position by 181.4%. The fund also reduced its exposure to VANGUARD BD INDEX FDS by 30.6%.
Position History
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Total Positions
60
Quarter
2026 Q2
Top Holding
VTI (35.9%)
Top 10 Concentration
78.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
Boston Standard Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 35.86% | 35.36% |
#1
Prev: #1
|
6.5 |
—
|
-721 | -0.1% |
P
S
|
667,332 | $247,186,302 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 6.85% | 7.29% |
#2
1
Prev: #3
|
4.7 |
—
|
-13,633 | -1.4% |
P
S
|
946,137 | $47,216,952 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 6.19% | 6.64% |
#3
1
Prev: #4
|
4.0 |
—
|
36,210 | 4.5% |
P
S
|
849,268 | $42,637,479 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
BND
VANGUARD BD IND...
|
ETF | 5.88% | 9.59% |
#4
2
Prev: #2
|
2.9 |
—
|
-243,777 | -30.6% |
P
S
|
554,009 | $40,502,825 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 4.70% | 1.89% |
#5
8
Prev: #13
|
5.4 |
—
|
271,492 | 181.4% |
P
S
|
421,187 | $32,378,737 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPTM
SPDR INDEX SHS ...
|
ETF | 4.48% | 4.38% |
#6
1
Prev: #5
|
2.3 |
—
|
3,538 | 1.1% |
P
S
|
339,708 | $30,877,753 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 3.76% | 4.06% |
#7
1
Prev: #6
|
2.0 |
—
|
42,181 | 4.9% |
P
S
|
895,179 | $25,887,684 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 3.62% | 1.51% |
#8
6
Prev: #14
|
4.4 |
—
|
172,287 | 171.2% |
P
S
|
272,895 | $24,941,221 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.57% | 3.64% |
#9
1
Prev: #8
|
1.9 |
—
|
4,861 | 1.7% |
P
S
|
296,966 | $24,633,301 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
MUB
ISHARES TR
|
ETF | 3.51% | 3.69% |
#10
3
Prev: #7
|
3.4 |
—
|
13,269 | 6.2% |
P
S
|
225,728 | $24,199,122 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.30% | 3.44% |
#11
2
Prev: #9
|
1.8 |
—
|
-4,541 | -1.2% |
P
S
|
382,829 | $22,745,534 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 3.16% | 3.08% |
#12
2
Prev: #10
|
1.8 |
—
|
-10,012 | -2.6% |
P
S
|
376,832 | $21,812,944 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
REET
ISHARES TR
|
ETF | 2.73% | 2.81% |
#13
2
Prev: #11
|
1.6 |
—
|
3,637 | 0.5% |
P
S
|
679,938 | $18,796,873 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.31% | 2.34% |
#14
2
Prev: #12
|
1.4 |
—
|
-36 | -0.0% |
P
S
|
81,134 | $15,901,481 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.54% | 1.47% |
#15
Prev: #15
|
1.1 |
—
|
774 | 1.0% |
P
S
|
79,946 | $10,614,869 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.30% | 1.25% |
#16
Prev: #16
|
1.0 |
—
|
-361 | -1.0% |
P
S
|
36,406 | $8,973,982 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.99% | 1.10% |
#17
Prev: #17
|
0.9 |
—
|
-1,519 | -3.3% |
P
S
|
44,087 | $6,805,653 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.80% | 0.87% |
#18
Prev: #18
|
0.8 |
—
|
4,185 | 4.0% |
P
S
|
109,873 | $5,543,619 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.54% | 0.55% |
#19
Prev: #19
|
0.7 |
—
|
1,026 | 1.4% |
P
S
|
72,835 | $3,752,645 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.51% | 0.51% |
#20
Prev: #20
|
0.7 |
—
|
-468 | -1.1% |
P
S
|
42,746 | $3,486,333 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.48% | 0.49% |
#21
Prev: #21
|
2.2 |
—
|
15,805 | 11.8% |
P
S
|
149,955 | $3,304,995 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.45% | 0.48% |
#22
Prev: #22
|
2.2 |
—
|
3,285 | 5.6% |
P
S
|
61,986 | $3,073,264 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.44% | 0.48% |
#23
Prev: #23
|
2.2 |
—
|
5,275 | 5.4% |
P
S
|
102,413 | $3,062,437 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.34% | 0.31% |
#24
1
Prev: #25
|
0.6 |
—
|
896 | 2.2% |
P
S
|
42,387 | $2,371,556 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.29% | 0.33% |
#25
1
Prev: #24
|
0.6 |
—
|
-16 | -0.0% |
P
S
|
42,429 | $2,030,238 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
DSI
ISHARES TR
|
ETF | 0.23% | 0.23% |
#26
Prev: #26
|
0.6 |
—
|
22 | 0.2% |
P
S
|
11,312 | $1,609,978 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
ESML
ISHARES TR
|
ETF | 0.15% | 0.15% |
#27
1
Prev: #28
|
0.6 |
—
|
-394 | -2.1% |
P
S
|
18,625 | $1,040,222 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
BCI
ABRDN ETFS
|
ETF | 0.15% | 0.18% |
#28
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
46,616 | $1,037,896 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
IXUS
ISHARES TR
|
ETF | 0.13% | 0.14% |
#29
Prev: #29
|
0.6 |
—
|
122 | 1.3% |
P
S
|
9,637 | $912,097 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
AOA
ISHARES TR
|
ETF | 0.12% | 0.12% |
#30
1
Prev: #31
|
0.5 |
—
|
50 | 0.6% |
P
S
|
8,480 | $827,412 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
ESGE
ISHARES TR
|
ETF | 0.12% | 0.12% |
#31
1
Prev: #32
|
0.5 |
—
|
-851 | -5.2% |
P
S
|
15,405 | $823,760 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
BA
BOEING CO
|
Industrials | 0.11% | 0.12% |
#32
1
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
3,523 | $763,540 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.11% | 0.06% |
#33
11
Prev: #44
|
0.0 |
—
|
-300 | -30.0% |
P
S
|
700 | $740,628 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.10% | 0.09% |
#34
1
Prev: #35
|
2.0 |
—
|
71 | 8.6% |
P
S
|
898 | $670,460 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.09% | 0.09% |
#35
1
Prev: #34
|
0.5 |
—
|
18 | 1.2% |
P
S
|
1,542 | $594,300 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
AAPL
APPLE INC
|
Technology | 0.07% | 0.13% |
#36
6
Prev: #30
|
0.0 |
—
|
-1,435 | -46.1% |
P
S
|
1,679 | $495,136 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.07% | 0.07% |
#37
1
Prev: #38
|
0.5 |
—
|
-28 | -1.5% |
P
S
|
1,867 | $452,974 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.07% | 0.05% |
#38
9
Prev: #47
|
2.0 |
—
|
195 | 19.0% |
P
S
|
1,219 | $452,580 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.06% | 0.06% |
#39
6
Prev: #45
|
0.5 |
—
|
27 | 2.2% |
P
S
|
1,234 | $441,065 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.06% | 0.06% |
#40
6
Prev: #46
|
2.0 |
—
|
231 | 9.1% |
P
S
|
2,768 | $433,444 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.06% | 0.06% |
#41
Prev: #41
|
0.5 |
—
|
53 | 2.7% |
P
S
|
2,012 | $431,076 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
AOR
ISHARES TR
|
ETF | 0.06% | 0.06% |
#42
Prev: #42
|
0.5 |
—
|
70 | 1.2% |
P
S
|
5,877 | $407,692 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
NYF
ISHARES TR
|
ETF | 0.06% | 0.06% |
#43
4
Prev: #39
|
0.5 |
—
|
58 | 0.8% |
P
S
|
7,430 | $399,124 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
GWX
SPDR INDEX SHS ...
|
Unknown | 0.06% | 0.06% |
#44
4
Prev: #40
|
0.5 |
—
|
11 | 0.1% |
P
S
|
8,960 | $393,225 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
DJP
BARCLAYS BANK P...
|
ETF | 0.06% | 0.07% |
#45
9
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
8,716 | $380,018 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.05% | 0.07% |
#46
9
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
946 | $355,119 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.04% | 0.06% |
#47
4
Prev: #43
|
0.5 |
—
|
-1,482 | -19.1% |
P
S
|
6,288 | $303,606 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.04% | 0.05% |
#48
Prev: #48
|
0.5 |
—
|
37 | 0.7% |
P
S
|
5,132 | $270,464 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.04% | 0.03% |
#49
5
Prev: #54
|
2.0 |
—
|
474 | 15.2% |
P
S
|
3,599 | $253,876 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-06 | |||
|
WOOD
ISHARES TR
|
ETF | 0.04% | 0.04% |
#50
1
Prev: #49
|
0.5 |
—
|
34 | 0.9% |
P
S
|
3,765 | $249,027 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-06 |
Showing 1-50 of 60 holdings