Boston Standard Wealth Management, LLC holds a focused book of 59 stocks worth $689.3M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-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.
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 the share of each fund's own book sitting in the names it shares with Boston Standard Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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, filed up to 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.