Boston Standard Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Winchester, MA
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$689,345
Net value change ($000)
+78,489 (12.8%)
New positions
4
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 31,191 14.4%
VCRB 20,831 180.4%
BIL 15,746 171.2%
SPTM 4,104 15.3%
SPSM 2,975 15.8%
SPDW 2,693 6.0%
VEU 2,404 10.8%
IAGG 2,098 5.2%
VWO 1,712 8.1%
ESGV 1,651 18.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -18,086 -30.9%
AAPL -296 -37.4%
SLV -230 -100.0%
BCI -78 -7.0%
BNDX -69 -18.5%
GLD -56 -13.6%
WMT -33 -12.9%
ATMP -33 -8.0%
XLE -30 -10.0%
HAS -17 -7.7%
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