13F Insight
DOSSIER · 13F-HR · Q2 2026

Boston Standard Wealth Management, LLC

$689M in tracked AUM across 59 positions as of Q2 2026.

BS
CIK 0001630939 · last filed Jun 30, 2026
Total AUM
$689M
as of Q2 2026
Holdings
59
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Boston Standard Wealth Management, LLC reported a significant expansion in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 188.6%, growing from approximately $209.92 million in the prior quarter to $605.82 million. This dramatic increase in assets under management (AUM) suggests substantial net capital inflows or a consolidation of reporting entities. The portfolio consists of 51 holdings, demonstrating a highly diversified appr...

The firm’s strategy is characterized by a "core-satellite" model with an overwhelming emphasis on passive, index-based investing. Approximately 95.4% of the portfolio is allocated to Exchange Traded Funds (ETFs), indicating a reliance on market beta rather than stock selection. The portfolio is constructed to capture broad market performance across geographies and asset classes, with a distinct tilt toward low-cost Vanguard and SPDR products. The shift in portfolio composition implies a move toward standardization and efficiency in managing the larger asset base.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$247M667K35.9%02
SPDW
SPDR INDEX SHS FDS
$47M946K6.8%03
IAGG
ISHARES TR
$43M849K6.2%04
BND
VANGUARD BD INDEX FDS
$41M554K5.9%05
VCRB
VANGUARD MALVERN FDS
$32M421K4.7%06
SPTM
SPDR INDEX SHS FDS
$31M340K4.5%07
SPTS
SPDR SERIES TRUST
$26M895K3.8%08
BIL
SPDR SERIES TRUST
$25M273K3.6%09
VEU
VANGUARD INTL EQUITY INDEX F
$25M297K3.6%10
MUB
ISHARES TR
$24M226K3.5%

Filing history

2026Q2Jun 30
$689M▲ 12.8%
59 positionsView →2026Q1Mar 31
$611M▲ 0.8%
56 positionsView →2025Q4Dec 31
$606M▲ 1.9%
51 positionsView →2025Q3Sep 30
$595M▲ 7.1%
49 positionsView →2025Q2Jun 30
$555M▲ 22.0%
48 positionsLocked2025Q1Mar 31
$455M▼ 11.6%
47 positionsLocked2024Q4Dec 31
$515M▲ 0.2%
47 positionsLocked2024Q3Sep 30
$514M▲ 12.9%
47 positionsLocked2024Q2Jun 30
$455M▲ 3.0%
47 positionsLocked2024Q1Mar 31
$442M▲ 16.6%
46 positionsLocked2023Q4Dec 31
$379M— 0.0%
43 positionsLocked2023Q3Sep 30
$379M▼ 3.1%
43 positionsLocked
Showing 12 of 45