2026 Q3 Portfolio Activity
In 2026 Q3, Boston Standard Wealth Management, LLC maintained a portfolio of 63 distinct positions. The most significant new addition was VANGUARD MUN BD FDS, now representing 4.39% of the total fund value. They heavily accumulated shares in VANGUARD MALVERN FDS, increasing the position by 132.3%. The fund also reduced its exposure to VANGUARD BD INDEX FDS by 95.3%.
Position History
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Total Positions
63
Quarter
2026 Q3
Top Holding
VTI (36.2%)
Top 10 Concentration
79.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Boston Standard Wealth Management, LLC Full Holdings List — 2026 Q3
| 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 | 36.22% | 35.86% |
#1
Prev: #1
|
6.5 |
—
|
6,157 | 0.9% |
P
S
|
673,489 | $252,046,876 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 10.35% | 4.70% |
#2
3
Prev: #5
|
8.5 |
—
|
557,306 | 132.3% |
P
S
|
978,493 | $72,036,668 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 6.84% | 6.85% |
#3
1
Prev: #2
|
4.2 |
—
|
2,173 | 0.2% |
P
S
|
948,310 | $47,614,651 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 4.62% | 4.48% |
#4
2
Prev: #6
|
2.8 |
—
|
9,625 | 2.8% |
P
S
|
349,333 | $32,156,143 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.39% | — |
#5
Prev: #—
|
5.8 |
—
|
645,412 | — |
NEW
|
645,412 | $30,566,714 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 3.91% | 3.76% |
#6
1
Prev: #7
|
3.6 |
—
|
53,081 | 5.9% |
P
S
|
948,260 | $27,186,639 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 3.87% | 6.19% |
#7
4
Prev: #3
|
1.5 |
—
|
-301,208 | -35.5% |
P
S
|
548,060 | $26,964,590 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.56% | 3.57% |
#8
1
Prev: #9
|
1.9 |
—
|
1,801 | 0.6% |
P
S
|
298,767 | $24,788,708 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.31% | 3.30% |
#9
2
Prev: #11
|
1.8 |
—
|
5,148 | 1.3% |
P
S
|
387,977 | $23,010,940 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.86% | 3.16% |
#10
2
Prev: #12
|
1.6 |
—
|
-671 | -0.2% |
P
S
|
376,161 | $19,883,881 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.85% | 3.62% |
#11
3
Prev: #8
|
1.1 |
—
|
-56,529 | -20.7% |
P
S
|
216,366 | $19,827,836 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.66% | 2.31% |
#12
2
Prev: #14
|
1.6 |
—
|
-53 | -0.1% |
P
S
|
81,081 | $18,517,312 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
REET
ISHARES TR
|
ETF | 2.56% | 2.73% |
#13
Prev: #13
|
1.5 |
—
|
11,041 | 1.6% |
P
S
|
690,979 | $17,813,464 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.55% | 0.04% |
#14
33
Prev: #47
|
4.0 |
—
|
372,166 | 5918.7% |
P
S
|
378,454 | $17,738,141 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.55% | 1.54% |
#15
Prev: #15
|
1.1 |
—
|
-312 | -0.4% |
P
S
|
79,634 | $10,792,905 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.23% | 1.30% |
#16
Prev: #16
|
1.0 |
—
|
465 | 1.3% |
P
S
|
36,871 | $8,540,627 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.99% | 0.99% |
#17
Prev: #17
|
0.9 |
—
|
79 | 0.2% |
P
S
|
44,166 | $6,856,878 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.56% | 0.54% |
#18
1
Prev: #19
|
0.7 |
—
|
2,069 | 2.8% |
P
S
|
74,904 | $3,877,038 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.50% | 0.51% |
#19
1
Prev: #20
|
0.7 |
—
|
42 | 0.1% |
P
S
|
42,788 | $3,468,839 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.48% | 0.45% |
#20
2
Prev: #22
|
2.2 |
—
|
6,084 | 9.8% |
P
S
|
68,070 | $3,350,452 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.47% | 0.48% |
#21
Prev: #21
|
0.7 |
—
|
3,007 | 2.0% |
P
S
|
152,962 | $3,238,212 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.46% | 0.44% |
#22
1
Prev: #23
|
2.2 |
—
|
6,379 | 6.2% |
P
S
|
108,792 | $3,219,182 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.30% | 0.34% |
#23
1
Prev: #24
|
0.6 |
—
|
-2,087 | -4.9% |
P
S
|
40,300 | $2,108,942 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.29% | 0.29% |
#24
1
Prev: #25
|
0.6 |
—
|
991 | 2.3% |
P
S
|
43,420 | $2,025,583 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.26% | 5.88% |
#25
21
Prev: #4
|
0.1 |
—
|
-527,949 | -95.3% |
P
S
|
26,060 | $1,828,155 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DSI
ISHARES TR
|
ETF | 0.24% | 0.23% |
#26
Prev: #26
|
0.6 |
—
|
25 | 0.2% |
P
S
|
11,337 | $1,657,371 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BCI
ABRDN ETFS
|
ETF | 0.17% | 0.15% |
#27
1
Prev: #28
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
46,615 | $1,205,945 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ESML
ISHARES TR
|
ETF | 0.14% | 0.15% |
#28
1
Prev: #27
|
0.6 |
—
|
16 | 0.1% |
P
S
|
18,641 | $969,344 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IXUS
ISHARES TR
|
ETF | 0.13% | 0.13% |
#29
Prev: #29
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
9,636 | $915,385 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AOA
ISHARES TR
|
ETF | 0.12% | 0.12% |
#30
Prev: #30
|
0.5 |
—
|
99 | 1.2% |
P
S
|
8,579 | $834,528 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ESGE
ISHARES INC
|
ETF | 0.12% | 0.12% |
#31
Prev: #31
|
0.5 |
—
|
-91 | -0.6% |
P
S
|
15,314 | $829,460 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.11% | 0.09% |
#32
3
Prev: #35
|
0.5 |
—
|
-16 | -1.0% |
P
S
|
1,526 | $783,185 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.10% | 0.10% |
#33
1
Prev: #34
|
0.5 |
—
|
4 | 0.4% |
P
S
|
902 | $688,386 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BA
BOEING CO
|
Industrials | 0.09% | 0.11% |
#34
2
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
3,523 | $655,454 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.08% | 0.07% |
#35
1
Prev: #36
|
0.5 |
—
|
28 | 1.7% |
P
S
|
1,707 | $568,718 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.08% | 0.11% |
#36
3
Prev: #33
|
0.0 |
—
|
-200 | -28.6% |
P
S
|
500 | $532,555 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.08% | 0.05% |
#37
9
Prev: #46
|
2.5 |
—
|
427 | 45.1% |
P
S
|
1,373 | $523,217 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.07% | 0.07% |
#38
Prev: #38
|
2.0 |
—
|
162 | 13.3% |
P
S
|
1,381 | $485,257 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.07% | 0.07% |
#39
2
Prev: #37
|
0.5 |
—
|
-7 | -0.4% |
P
S
|
1,860 | $463,419 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.06% | 0.06% |
#40
Prev: #40
|
0.5 |
—
|
-36 | -1.3% |
P
S
|
2,732 | $431,253 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.06% | 0.06% |
#41
Prev: #41
|
0.5 |
—
|
6 | 0.3% |
P
S
|
2,018 | $419,820 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.06% | 0.06% |
#42
3
Prev: #39
|
0.5 |
—
|
-27 | -2.2% |
P
S
|
1,207 | $411,302 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GWX
SPDR INDEX SHS ...
|
Bond/Debt | 0.06% | 0.06% |
#43
1
Prev: #44
|
0.5 |
—
|
-11 | -0.1% |
P
S
|
8,949 | $407,822 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AOR
ISHARES TR
|
ETF | 0.06% | 0.06% |
#44
2
Prev: #42
|
0.5 |
—
|
-172 | -2.9% |
P
S
|
5,705 | $390,916 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DJP
BARCLAYS BANK P...
|
ETF | 0.05% | 0.06% |
#45
Prev: #45
|
0.5 |
—
|
-1,302 | -14.9% |
P
S
|
7,414 | $381,969 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.05% | 0.04% |
#46
2
Prev: #48
|
0.5 |
—
|
30 | 0.6% |
P
S
|
5,162 | $317,513 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MUNY
VANGUARD NY TAX...
|
ETF | 0.04% | — |
#47
Prev: #—
|
3.5 |
—
|
3,110 | — |
NEW
|
3,110 | $302,809 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.04% | — |
#48
Prev: #—
|
3.5 |
—
|
5,916 | — |
NEW
|
5,916 | $280,098 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.04% | 0.04% |
#49
Prev: #49
|
0.5 |
—
|
7 | 0.2% |
P
S
|
3,606 | $254,635 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
WOOD
ISHARES TR
|
ETF | 0.04% | 0.04% |
#50
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
3,765 | $253,099 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 |
Showing 1-50 of 63 holdings