Boston Standard Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Winchester, MA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$695,883
Net value change ($000)
+6,538 (0.9%)
New positions
4
Sold out positions
6
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCRB 39,658 122.5%
VTEB 30,567 NEW
BNDX 17,434 5734.9%
VTI 4,861 2.0%
NVDA 2,616 16.5%
SPTS 1,299 5.0%
SPTM 1,278 4.1%
SPDW 398 0.8%
MUNY 303 NEW
IBIT 280 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -38,675 -95.5%
MUB -24,199 -100.0%
IAGG -15,672 -36.8%
JMUB -5,544 -100.0%
BIL -5,113 -20.5%
SPSM -1,929 -8.8%
REET -984 -5.2%
VXF -433 -4.8%
NYF -399 -100.0%
PRFZ -263 -11.1%
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