13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-07 19:14:00 UTC, with 57 holding rows worth $695,883,251.
- Accession
- 0001630939-26-000007
- Filer
- CIK 1630939
- Filed
- 2026-10-07
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 58 entries on the cover page, a total value of $695,883,251 stated on the cover page (in dollars after the unit check, H1), rows summing to $695,883,251 with VALUE read as dollars as filed, 13F file number 028-16355. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 673,489 | $252,046,876 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 978,493 | $72,036,668 | dollars as filed | |
| SPDW | 78463X889 | COM | 948,310 | $47,614,651 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 349,333 | $32,156,143 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 645,412 | $30,566,714 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 948,260 | $27,186,639 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 548,060 | $26,964,590 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 298,767 | $24,788,708 | dollars as filed | |
| VWO | 922042858 | SHS | 387,977 | $23,010,940 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 376,161 | $19,883,881 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 216,366 | $19,827,836 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 81,081 | $18,517,312 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 690,979 | $17,813,464 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 378,454 | $17,738,141 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 79,634 | $10,792,905 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 36,871 | $8,540,627 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 44,166 | $6,856,878 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 74,904 | $3,877,038 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 42,788 | $3,468,839 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 68,070 | $3,350,452 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 152,962 | $3,238,212 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 108,792 | $3,219,182 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 40,300 | $2,108,942 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 43,420 | $2,025,583 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 26,060 | $1,828,155 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 11,337 | $1,657,371 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 46,615 | $1,205,945 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 18,641 | $969,344 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 9,636 | $915,385 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 8,579 | $834,528 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 15,314 | $829,460 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,526 | $783,185 | dollars as filed | |
| SPY | 78462F103 | SHS | 902 | $688,386 | dollars as filed | |
| Boeing Company | 097023105 | COM | 3,523 | $655,454 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,707 | $568,718 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 500 | $532,555 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,373 | $523,217 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,381 | $485,257 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,860 | $463,419 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,732 | $431,253 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,018 | $419,820 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,207 | $411,302 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 8,949 | $407,822 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,705 | $390,916 | dollars as filed | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 7,414 | $381,969 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,162 | $317,513 | dollars as filed | |
| VANGUARD NY TAX FREE FDS | 92204H400 | TAX EXEMPT BD | 3,110 | $302,809 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 5,916 | $280,098 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,606 | $254,635 | dollars as filed | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 3,765 | $253,099 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,391 | $248,474 | dollars as filed | |
| VGT | 92204A702 | SHS | 1,800 | $226,206 | dollars as filed | |
| FIRST TR SML CP CORE ALPHA F | 33734Y109 | COM SHS | 1,611 | $216,868 | dollars as filed | |
| HASBRO INC COM | 418056107 | Stock | 2,466 | $216,219 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,334 | $201,247 | dollars as filed | |
| GINKGO BIOWORKS HOLDINGS INC | 37611X209 | COMMON STOCK | 15,165 | $194,567 | dollars as filed | |
| JUMIA TECHNOLOGIES AG SPONSORED ADS | 48138M105 | ADR | 23,584 | $156,834 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-26-000007 | this filing | 2026-10-07 |