Boston Standard Wealth Management, LLC holds a focused book of 59 stocks worth $689.3M as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened First Trust Small Cap Core A and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 36% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1630939/holdings"
Use Arkolith to show Boston Standard Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boston Standard Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 60 / 59 | $360.8B |
| MORGAN STANLEY | 60 / 59 | $347.8B |
| ROYAL BANK OF CANADA | 60 / 59 | $92.3B |
| WELLS FARGO & COMPANY/MN | 60 / 59 | $91.3B |
| LPL Financial LLC | 60 / 59 | $58.1B |
| OSAIC HOLDINGS, INC. | 60 / 59 | $12.3B |
| CWM, LLC | 60 / 59 | $5.7B |
| Farther Finance Advisors, LLC | 60 / 59 | $1.7B |
Ranked by how many of Boston Standard Wealth Management, LLC's top 59 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $247.2M | 667.3K | 35.9% | ▼−0.1% Reduced · −721 sh | |
| 2 | SPDR Index SHS FDS STATE STREET SPD | $47.2M | 946.1K | 6.8% | ▼−1.4% Reduced · −14K sh | |
| 3 | Ishares TR CORE INTL AGGR | $42.6M | 849.3K | 6.2% | ▲+4.5% Added · +36K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MR | $40.5M | 554.0K | 5.9% | ▼−31% Reduced · −244K sh | |
| 5 | Vanguard Malvern FDS CORE BD ETF | $32.4M | 421.2K | 4.7% | ▲+181% Added · +271K sh | |
| 6 | SPDR Index SHS FDS STATE STREET SPD | $30.9M | 339.7K | 4.5% | ▲+1.1% Added · +4K sh | |
| 7 | SPDR Series Trust ST SHO TREAS ETF | $25.9M | 895.2K | 3.8% | ▲+4.9% Added · +42K sh | |
| 8 | SPDR Series Trust ST STR BLO 1 ETF | $24.9M | 272.9K | 3.6% | ▲+171% Added · +172K sh | |
| 9 | Vanguard Intl Equity Index F ALLWRLD EX US | $24.6M | 297.0K | 3.6% | ▲+1.7% Added · +5K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $24.2M | 225.7K | 3.5% | ▲+6.2% Added · +13K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $22.7M | 382.8K | 3.3% | ▼−1.2% Reduced · −5K sh | |
| 12 | SPDR Series Trust ST STR SP600 SML | $21.8M | 376.8K | 3.2% | ▼−2.6% Reduced · −10K sh | |
| 13 | Ishares TR GLOBAL REIT ETF | $18.8M | 679.9K | 2.7% | ▲+0.5% Added · +4K sh | |
| 14 | Nvidia Corporation COM | $15.9M | 81.1K | 2.3% | ▼~0% Reduced · −36 sh | |
| 15 | Vanguard World FD ESG US STK ETF | $10.6M | 79.9K | 1.5% | ▲+1.0% Added · +774 sh | |
| 16 | Vanguard Index FDS EXTEND MKT ETF | $9.0M | 36.4K | 1.3% | ▼−1.0% Reduced · −361 sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $6.8M | 44.1K | 1.0% | ▼−3.3% Reduced · −2K sh | |
| 18 | J P Morgan Exchange Traded F MUNICIPAL ETF | $5.5M | 109.9K | 0.8% | ▲+4.0% Added · +4K sh | |
| 19 | SPDR Index SHS FDS STATE STREET SPD | $3.8M | 72.8K | 0.5% | ▲+1.4% Added · +1K sh | |
| 20 | Vanguard World FD ESG INTL STK ETF | $3.5M | 42.7K | 0.5% | ▼−1.1% Reduced · −468 sh | |
| 21 | Nushares ETF TR NUVEEN ESG US | $3.3M | 150.0K | 0.5% | ▲+12% Added · +16K sh | |
| 22 | Vanguard Malvern FDS STRM INFPROIDX | $3.1M | 62.0K | 0.4% | ▲+5.6% Added · +3K sh | |
| 23 | SPDR Series Trust ST SHOR CORP ETF | $3.1M | 102.4K | 0.4% | ▲+5.4% Added · +5K sh | |
| 24 | Invesco Exchange Traded FD T RAFI US 1500 | $2.4M | 42.4K | 0.3% | ▲+2.1% Added · +896 sh | |
| 25 | SPDR Series Trust ST NUVE TERM ETF | $2.0M | 42.4K | 0.3% | ▼~0% Reduced · −16 sh | |
| 26 | Ishares TR ESG MSCI KLD 400 | $1.6M | 11.3K | 0.2% | ▲+0.2% Added · +22 sh | |
| 27 | Ishares TR ESG AWARE MSCI | $1.0M | 18.6K | 0.2% | ▼−2.1% Reduced · −394 sh | |
| 28 | Abrdn Etfs BBRG ALL COMD K1 | $1.0M | 46.6K | 0.2% | —Held | |
| 29 | Ishares TR CORE MSCI TOTAL | $912K | 9.6K | 0.1% | ▲+1.3% Added · +122 sh | |
| 30 | Ishares TR CORE 80/20 AGGRE | $827K | 8.5K | 0.1% | ▲+0.6% Added · +50 sh | |
| 31 | Ishares TR ESG AWR MSCI EM | $824K | 15.4K | 0.1% | ▼−5.2% Reduced · −851 sh | |
| 32 | Boeing Co COM | $764K | 3.5K | 0.1% | —Held | |
| 33 | Micron Technology Inc COM | $741K | 700 | 0.1% | ▼−30% Reduced · −300 sh | |
| 34 | SPDR S&P 500 ETF TR TR UNIT | $670K | 898 | 0.1% | ▲+8.6% Added · +71 sh | |
| 35 | Microsoft Corp COM | $594K | 1.5K | 0.1% | ▲+1.2% Added · +18 sh | |
| 36 | Apple Inc COM | $495K | 1.7K | 0.1% | ▼−46% Reduced · −1K sh | |
| 37 | Amazon Com Inc COM | $453K | 1.9K | 0.1% | ▼−1.5% Reduced · −28 sh | |
| 38 | Broadcom Inc COM | $453K | 1.2K | 0.1% | ▲+19% Added · +195 sh | |
| 39 | Alphabet Inc CAP STK CL C | $441K | 1.2K | 0.1% | ▲+2.2% Added · +27 sh | |
| 40 | Vanguard Intl Equity Index F TT WRLD ST ETF | $433K | 2.8K | 0.1% | ▲+9.1% Added · +231 sh | |
| 41 | Invesco Exchange Traded FD T S&P500 EQL WGT | $431K | 2.0K | 0.1% | ▲+2.7% Added · +53 sh | |
| 42 | Ishares TR CORE 60/40 BALAN | $408K | 5.9K | 0.1% | ▲+1.2% Added · +70 sh | |
| 43 | Ishares TR NEW YORK MUN ETF | $399K | 7.4K | 0.1% | ▲+0.8% Added · +58 sh | |
| 44 | SPDR Index SHS FDS STATE STREET SPD | $393K | 9.0K | 0.1% | ▲+0.1% Added · +11 sh | |
| 45 | Barclays Bank PLC DJUBS CMDT ETN36 | $380K | 8.7K | 0.1% | —Held | |
| 46 | SPDR Gold TR GOLD SHS | $355K | 946 | 0.1% | —Held | |
| 47 | Vanguard Charlotte FDS TOTAL INT BD ETF | $304K | 6.3K | 0.0% | ▼−19% Reduced · −1K sh | |
| 48 | Select Sector SPDR TR STATE STREET ENE | $270K | 5.1K | 0.0% | ▲+0.7% Added · +37 sh | |
| 49 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $254K | 3.6K | 0.0% | ▲+15% Added · +474 sh | |
| 50 | Ishares TR GL TIMB FORE ETF | $249K | 3.8K | 0.0% | ▲+0.9% Added · +34 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 59 | $689.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 56 | $610.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 51 | $605.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 49 | $594.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 2, 2025 | 48 | $555.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 47 | $454.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 47 | $514.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 47 | $513.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.