§ 13F · FUND PROFILE
Boston Standard Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $595M (13F)Positions · 49Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 668K | $216M | 35.4% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 798K | $59M | 9.6% | −13% |
| 3 | SPDW | SPDR INDEX SHS FDS | 960K | $45M | 7.3% | −3% |
| 4 | IAGG | ISHARES TR | 813K | $41M | 6.6% | +3% |
| 5 | SPTM | SPDR INDEX SHS FDS | 336K | $27M | 4.4% | +1% |
| 6 | SPTS | SPDR SERIES TRUST | 853K | $25M | 4.1% | +3% |
| 7 | MUB | ISHARES TR | 212K | $23M | 3.7% | +1% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 292K | $22M | 3.6% | −2% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 387K | $21M | 3.4% | −2% |
| 10 | SPSM | SPDR SERIES TRUST | 387K | $19M | 3.1% | ±0% |
§ 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 $595 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed