Boston Standard Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Winchester, MA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$610,856
Net value change ($000)
+5,034 (0.8%)
New positions
5
Sold out positions
0
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 11,548 NEW
BIL 9,195 NEW
IAGG 1,173 3.0%
SPSM 718 4.0%
SPTS 659 2.7%
REET 571 3.4%
SPDW 487 1.1%
VEU 332 1.5%
SLV 230 NEW
BCI 206 22.6%
Top Reduces (Value $000, Stocks/ETFs)
BND -9,621 -14.1%
VTI -8,541 -3.8%
NVDA -843 -5.6%
SPTM -719 -2.6%
ESGV -607 -6.3%
VWO -170 -0.8%
MSFT -155 -21.5%
PRFZ -107 -5.3%
JMIA -94 -39.5%
DSI -71 -4.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type