Boston Standard Wealth Management, LLC: 13F holdings
CIK 16309392026Q2
| Positions | 59 |
|---|
| Reported value | $689.3m |
|---|
| Filed | 2026-07-06 |
|---|
Change since last quarter
| Positions | 59 (+3 vs prior quarter) |
|---|
| Reported value | $689.3m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 667,332 | $247.2m | 35.9% |
| EWU SPDR INDEX SHS FDS | 946,137 | $47.2m | 6.8% |
| IAGG ISHARES TR | 849,268 | $42.6m | 6.2% |
| BND VANGUARD BD INDEX FDS | 554,009 | $40.5m | 5.9% |
| VCRB VANGUARD MALVERN FDS | 421,187 | $32.4m | 4.7% |
| SPYM SPDR INDEX SHS FDS | 339,708 | $30.9m | 4.5% |
| SPTS SPDR SERIES TRUST | 895,179 | $25.9m | 3.8% |
| BIL SPDR SERIES TRUST | 272,895 | $24.9m | 3.6% |
| VEU VANGUARD INTL EQUITY INDEX F | 296,966 | $24.6m | 3.6% |
| MUB ISHARES TR | 225,728 | $24.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1630939")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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