Boston Standard Wealth Management
Boston Standard Wealth Management reported 57 stocks worth $696M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are VTI (36.2%), VCRB (10.3%) and SPDW (6.8%). Compared with Q2 2026, the fund opened new positions in VTEB, MUNY and IBIT, added to VTI, VCRB and SPDW, trimmed IAGG, SPSM and BIL and sold out of MUB, JMUB and NYF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $252M | 36.2% | 673K | +6,157 (+1%) | 8 of 8 | |
| 2 |  VCRB Vanguard Malvern Fds | $72M | 10.3% | 978K | +557K (+132%) | 3 of 8 | |
| 3 |  SPDW Spdr Developed | $47.6M | 6.8% | 948K | +2,173 (+0%) | 8 of 8 | |
| 4 |  SPTM Spdr Series Trust | $32.2M | 4.6% | 349K | +9,625 (+3%) | 8 of 8 | |
| 5 |  VTEB Vanguard Mun BD Fds | $30.6M | 4.4% | 645K | New position | 1 of 8 | |
| 6 |  SPTS Spdr Series Trust | $27.2M | 3.9% | 948K | +53K (+6%) | 8 of 8 | |
| 7 |  IAGG Ishares TR | $27M | 3.9% | 548K | −301K (−35%) | 8 of 8 | |
| 8 |  VEU Vanguard Intl Equity Index F | $24.8M | 3.6% | 299K | +1,801 (+1%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $23M | 3.3% | 388K | +5,148 (+1%) | 8 of 8 | |
| 10 |  SPSM State Street | $19.9M | 2.9% | 376K | −671 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MUB Ishares TR | $24.2M | 226K |
 JMUB J P Morgan Exchange Traded F | $5.5M | 110K |
 NYF Ishares TR | $399K | 7,430 |
 SCHG Schwab Strategic TR | $227K | 6,644 |
 WMT Walmart Inc | $222K | 2,063 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Boston Standard Wealth Management 13F FAQ
What does Boston Standard Wealth Management own?
Boston Standard Wealth Management reported 57 stocks worth $696M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are VTI (36.2%), VCRB (10.3%) and SPDW (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Boston Standard Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 26 added to, 16 trimmed and 6 sold out. New positions include VTEB, MUNY and IBIT. It sold all of MUB, JMUB and NYF.
When will Boston Standard Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Boston Standard Wealth Management's portfolio worth?
The Q3 2026 filing reports $696M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.