§ 13F · FUND PROFILE
Boston Standard Wealth Management, LLC.
AUM · $689M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$876K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 667K | $247M | 35.9% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 946K | $47M | 6.8% | −1% |
| 3 | IAGG | ISHARES TR | 849K | $43M | 6.2% | +4% |
| 4 | BND | VANGUARD BD INDEX FDS | 554K | $41M | 5.9% | −31% |
| 5 | VCRB | VANGUARD MALVERN FDS | 421K | $32M | 4.7% | +181% |
| 6 | SPTM | SPDR INDEX SHS FDS | 340K | $31M | 4.5% | +1% |
| 7 | SPTS | SPDR SERIES TRUST | 895K | $26M | 3.8% | +5% |
| 8 | BIL | SPDR SERIES TRUST | 273K | $25M | 3.6% | +171% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 297K | $25M | 3.6% | +2% |
| 10 | MUB | ISHARES TR | 226K | $24M | 3.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSTON SIGNAL
AC read
Boston Standard Wealth Management, LLC is a Other fund managing $689 million in assets. The fund runs a portfolio of 59 positions.
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