ETF Holders

Boston Standard Wealth Management, LLC ETF holdings

Winchester, MA

Reported $668.8M in 47 ETFs in its Form 13F for June 30, 2026.

ETF value
$668.8M
ETFs held
47
Change from prior quarter
+12.9%
With price moves
ETFs as a share of its 13F
97.0%
of $689.3M

Top 10 of 47 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$247.2M667,332−721 shares
SPDWState Street SPDR Portfolio Developed World ex-US ETF$47.2M946,137−13,633 shares
IAGGiShares Core International Aggregate Bond ETF$42.6M849,268+36,210 shares
BNDVanguard Total Bond Market ETF$40.5M554,009−243,777 shares
VCRBVanguard Core Bond ETF$32.4M421,187+271,492 shares
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF$30.9M339,708+3,538 shares
SPTSState Street SPDR Portfolio Short Term Treasury Index ETF$25.9M895,179+42,181 shares
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$24.9M272,895+172,287 shares
VEUVanguard FTSE All-World ex-US ETF$24.6M296,966+4,861 shares
MUBiShares National Muni Bond ETF$24.2M225,728+13,269 shares
37 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001630939. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Boston Standard Wealth Management, LLC own?

Boston Standard Wealth Management, LLC reported 47 ETF positions worth $668.8M in its Form 13F for June 30, 2026. The largest was VTI, at $247.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.