Institutional Fund
Boston Standard Wealth Management, LLC
Winchester, MACIK 16309395 filings on record
Portfolio Value
$610.86M
Q1 2026
Holdings
56
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.8%
from $605.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds35.4%
- Vanguard Bd Index Fds9.6%
- Spdr Index Shs Fds7.3%
- Ishares Tr6.6%
- Spdr Series Trust4.4%
- Spdr Series Trust4.1%
- Other32.7%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 668.1K | $215.99M | 35.4% | −1.7K | Reduced |
| 2 | Vanguard Bd Index Fds | 797.8K | $58.59M | 9.6% | −123.1K | Reduced |
| 3 | Spdr Index Shs Fds | 959.8K | $44.52M | 7.3% | −31.8K | Reduced |
| 4 | Ishares Tr | 813.1K | $40.54M | 6.6% | +25.9K | Added |
| 5 | Spdr Series Trust | 336.2K | $26.77M | 4.4% | +2.9K | Added |
| 6 | Spdr Series Trust | 853.0K | $24.81M | 4.1% | +28.2K | Added |
| 7 | Ishares Tr | 212.5K | $22.57M | 3.7% | +2.2K | Added |
| 8 | Vanguard Intl Equity Index F | 292.1K | $22.23M | 3.6% | −5.6K | Reduced |
| 9 | Vanguard Intl Equity Index F | 387.4K | $21.03M | 3.4% | −7.1K | Reduced |
| 10 | Spdr Series Trust | 386.8K | $18.84M | 3.1% | +170 | Added |
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