2026 Q1 Portfolio Activity
In 2026 Q1, Boston Standard Wealth Management, LLC maintained a portfolio of 56 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 1.89% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 5.1%.
Position History
hover any row below to update
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Total Positions
56
Quarter
2026 Q1
Top Holding
VTI (35.4%)
Top 10 Concentration
81.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 56
Boston Standard Wealth Management, LLC Full Holdings List — 2026 Q1
| 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 | 35.36% | 37.06% |
#1
Prev: #1
|
6.5 |
—
|
-1,665 | -0.2% |
P
S
|
668,053 | $215,994,949 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BND
VANGUARD BD IND...
|
ETF | 9.59% | 11.26% |
#2
Prev: #2
|
5.8 |
—
|
-123,099 | -13.4% |
P
S
|
797,786 | $58,589,425 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 7.29% | 7.27% |
#3
Prev: #3
|
4.4 |
—
|
-31,822 | -3.2% |
P
S
|
959,770 | $44,523,752 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 6.64% | 6.50% |
#4
Prev: #4
|
3.7 |
—
|
25,896 | 3.3% |
P
S
|
813,058 | $40,538,987 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPTM
SPDR INDEX SHS ...
|
ETF | 4.38% | 4.54% |
#5
Prev: #5
|
2.8 |
—
|
2,923 | 0.9% |
P
S
|
336,170 | $26,774,271 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 4.06% | 3.99% |
#6
Prev: #6
|
2.1 |
—
|
28,203 | 3.4% |
P
S
|
852,998 | $24,809,457 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MUB
ISHARES TR
|
ETF | 3.69% | 3.72% |
#7
Prev: #7
|
2.0 |
—
|
2,228 | 1.1% |
P
S
|
212,459 | $22,568,474 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.64% | 3.61% |
#8
Prev: #8
|
2.0 |
—
|
-5,577 | -1.9% |
P
S
|
292,105 | $22,229,210 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.44% | 3.50% |
#9
Prev: #9
|
1.9 |
—
|
-7,056 | -1.8% |
P
S
|
387,370 | $21,034,179 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 3.08% | 2.99% |
#10
Prev: #10
|
1.7 |
—
|
170 | 0.0% |
P
S
|
386,844 | $18,837,696 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
REET
ISHARES TR
|
ETF | 2.81% | 2.74% |
#11
Prev: #11
|
1.6 |
—
|
11,657 | 1.8% |
P
S
|
676,301 | $17,154,380 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.34% | 2.50% |
#12
Prev: #12
|
1.4 |
—
|
-52 | -0.1% |
P
S
|
81,170 | $14,305,250 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 1.89% | — |
#13
Prev: #—
|
4.3 |
—
|
149,695 | — |
NEW
|
149,695 | $11,547,503 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 1.51% | — |
#14
Prev: #—
|
4.1 |
—
|
100,608 | — |
NEW
|
100,608 | $9,194,573 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.47% | 1.58% |
#15
2
Prev: #13
|
1.1 |
—
|
47 | 0.1% |
P
S
|
79,172 | $8,963,827 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.25% | 1.27% |
#16
2
Prev: #14
|
1.0 |
—
|
26 | 0.1% |
P
S
|
36,767 | $7,644,785 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.10% | 1.12% |
#17
2
Prev: #15
|
0.9 |
—
|
-1,592 | -3.4% |
P
S
|
45,606 | $6,749,718 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.87% | 0.85% |
#18
2
Prev: #16
|
0.8 |
—
|
4,304 | 4.2% |
P
S
|
105,688 | $5,285,969 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.55% | 0.57% |
#19
2
Prev: #17
|
0.7 |
—
|
-1,619 | -2.2% |
P
S
|
71,809 | $3,383,660 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.51% | 0.53% |
#20
2
Prev: #18
|
0.7 |
—
|
-1,470 | -3.3% |
P
S
|
43,214 | $3,139,254 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.49% | 0.49% |
#21
2
Prev: #19
|
0.7 |
—
|
2,087 | 1.6% |
P
S
|
134,150 | $2,971,423 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.48% | 0.46% |
#22
1
Prev: #21
|
0.7 |
—
|
2,795 | 5.0% |
P
S
|
58,701 | $2,928,562 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.48% | 0.46% |
#23
3
Prev: #20
|
2.2 |
—
|
4,673 | 5.1% |
P
S
|
97,138 | $2,912,683 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.33% | 0.33% |
#24
1
Prev: #23
|
0.6 |
—
|
229 | 0.5% |
P
S
|
42,445 | $2,027,809 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.31% | 0.34% |
#25
3
Prev: #22
|
0.6 |
—
|
-2,775 | -6.3% |
P
S
|
41,491 | $1,923,545 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DSI
ISHARES TR
|
ETF | 0.23% | 0.24% |
#26
2
Prev: #24
|
0.6 |
—
|
29 | 0.3% |
P
S
|
11,290 | $1,379,622 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BCI
ABRDN ETFS
|
ETF | 0.18% | 0.15% |
#27
2
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
46,616 | $1,116,210 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ESML
ISHARES TR
|
ETF | 0.15% | 0.14% |
#28
2
Prev: #26
|
0.6 |
—
|
50 | 0.3% |
P
S
|
19,019 | $903,599 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IXUS
ISHARES TR
|
ETF | 0.14% | 0.13% |
#29
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
9,515 | $834,454 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.13% | 0.14% |
#30
3
Prev: #27
|
0.6 |
—
|
-52 | -1.6% |
P
S
|
3,114 | $791,128 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AOA
ISHARES TR
|
ETF | 0.12% | 0.13% |
#31
3
Prev: #28
|
0.5 |
—
|
-594 | -6.6% |
P
S
|
8,430 | $750,132 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ESGE
ISHARES TR
|
ETF | 0.12% | 0.12% |
#32
1
Prev: #31
|
0.5 |
—
|
-723 | -4.3% |
P
S
|
16,256 | $746,794 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BA
BOEING CO
|
Industrials | 0.12% | 0.13% |
#33
3
Prev: #30
|
1.0 |
—
|
no change | no change |
P
S
|
3,523 | $733,418 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.09% | 0.12% |
#34
2
Prev: #32
|
0.5 |
—
|
33 | 2.2% |
P
S
|
1,524 | $566,321 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.09% | 0.09% |
#35
2
Prev: #33
|
0.5 |
—
|
2 | 0.2% |
P
S
|
827 | $541,867 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DJP
BARCLAYS BANK P...
|
ETF | 0.07% | 0.05% |
#36
7
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
8,716 | $412,724 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.07% | 0.06% |
#37
1
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
946 | $411,370 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.07% | 0.07% |
#38
3
Prev: #35
|
2.0 |
—
|
98 | 5.5% |
P
S
|
1,895 | $399,627 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NYF
ISHARES TR
|
ETF | 0.06% | 0.06% |
#39
2
Prev: #37
|
0.5 |
—
|
37 | 0.5% |
P
S
|
7,372 | $391,871 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GWX
SPDR INDEX SHS ...
|
Unknown | 0.06% | 0.06% |
#40
1
Prev: #39
|
0.5 |
—
|
-211 | -2.3% |
P
S
|
8,949 | $386,171 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.06% | 0.06% |
#41
1
Prev: #40
|
0.5 |
—
|
7 | 0.4% |
P
S
|
1,959 | $376,979 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AOR
ISHARES TR
|
ETF | 0.06% | 0.07% |
#42
6
Prev: #36
|
0.5 |
—
|
-475 | -7.6% |
P
S
|
5,807 | $375,975 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.06% | 0.06% |
#43
1
Prev: #42
|
2.0 |
—
|
781 | 11.2% |
P
S
|
7,770 | $372,926 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.06% | 0.05% |
#44
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
1,000 | $363,880 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.06% | 0.07% |
#45
11
Prev: #34
|
0.5 |
—
|
-124 | -9.3% |
P
S
|
1,207 | $355,219 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.06% | 0.06% |
#46
5
Prev: #41
|
0.5 |
—
|
-67 | -2.6% |
P
S
|
2,537 | $354,372 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.05% | 0.05% |
#47
2
Prev: #45
|
2.5 |
—
|
217 | 26.9% |
P
S
|
1,024 | $320,550 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.05% | 0.03% |
#48
3
Prev: #51
|
2.0 |
—
|
584 | 12.9% |
P
S
|
5,095 | $300,168 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WOOD
ISHARES TR
|
ETF | 0.04% | 0.04% |
#49
3
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
3,731 | $265,576 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.04% | 0.04% |
#50
2
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
2,063 | $255,089 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 56 holdings