Skip to main content
Livermore
Livermore
ZHEN

Boston Standard Wealth Management, LLC

SEC CIK
0001630939
Latest filing
Jul 6, 2026

The latest 13F from Boston Standard Wealth Management, LLC covers Q2 2026 (filed Jul 6, 2026): 59 long positions worth $689.3M. The top 10 holdings make up 78.4% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 35.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$876.2K
Added
33
Est. +$43.3M
Reduced
16
Est. −$20.9M
Sold out
1
Est. −$229.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    35.9%$247.2M
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    6.8%$47.2M
  3. iShares Tr46435G672
    6.2%$42.6M
  4. Vanguard Total Bond Market ETF921937835
    5.9%$40.5M
  5. Vanguard Malvern FDS922020748
    4.7%$32.4M

Share of portfolio

Top 5 holdings and the other 54 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF35.9%
  2. State Street SPDR Portfolio Developed World Ex-US ETF6.8%
  3. iShares Tr6.2%
  4. Vanguard Total Bond Market ETF5.9%
  5. Vanguard Malvern FDS4.7%
  6. Other 54 positions40.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Malvern FDS922020748
    +$20.9MAdded
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$15.7MAdded
  3. iShares Tr46435G672
    +$1.82MAdded
  4. iShares Tr464288414
    +$1.42MAdded
  5. SPDR Series Trust78468R101
    +$1.22MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Malvern FDS922020748
    +2.81 pp1.9% → 4.7%
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +2.11 pp1.5% → 3.6%
  3. SPDR Series Trust78464A805
    +0.10 pp4.4% → 4.5%
  4. Vanguard World FD921910733
    +0.07 pp1.5% → 1.5%
  5. First Tr Exchange-Traded Alp33734Y109
    +0.03 pp0.0% → <0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Total Bond Market ETF921937835
    −$17.8MReduced
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −$680.4KReduced
  3. State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853
    −$579.5KReduced
  4. AAPLApple Inc.
    −$423.2KReducedHistory
  5. MUMicron Technology Inc
    −$317.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Total Bond Market ETF921937835
    −3.72 pp9.6% → 5.9%
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −0.44 pp7.3% → 6.8%
  3. Vanguard Ftse Emerging Markets ETF922042858
    −0.14 pp3.4% → 3.3%
  4. Vanguard Ftse All-World Ex-US Small-Cap ETF922042718
    −0.12 pp1.1% → 1.0%
  5. AAPLApple Inc.
    −0.06 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$689.3M
+$78.5M (+12.8%) vs. prior quarter
Positions
59
+3 vs. prior quarter
Top 10 concentration
78.4%
Top 10 as share of value
Turnover
3.2%
Q2 2026, one quarter
Average holding period
19.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $689.3M (Q2 2026)

Q1 2021: $307.4MQ2 2021: $330.5MQ3 2021: $334.6MQ4 2021: $358.6MQ1 2022: $348.8MQ2 2022: $310.7MQ3 2022: $297.6MQ4 2022: $337.0MQ1 2023: $348.4MQ2 2023: $391.0MQ3 2023: $378.8MQ4 2023: $378.8MQ1 2024: $441.6MQ2 2024: $454.9MQ3 2024: $513.6MQ4 2024: $514.6MQ1 2025: $454.9MQ2 2025: $555.1MQ3 2025: $594.7MQ4 2025: $605.8MQ1 2026: $610.9MQ2 2026: $689.3M
Q1 2021Q2 2026
13F filings of Boston Standard Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 6, 202659$689.3MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Trvs. Q1 2026SEC
Q1 2026Apr 20, 202656$610.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2025SEC
Q4 2025Jan 7, 202651$605.8MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q3 2025SEC
Q3 2025Oct 6, 202549$594.7MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q2 2025SEC
Q2 2025Jul 2, 202548$555.1MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2025SEC
Q1 2025Apr 8, 202547$454.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2024SEC
Q4 2024Jan 27, 202547$514.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFiShares Trvs. Q3 2024SEC
Q3 2024Oct 7, 202447$513.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q2 2024SEC
Q2 2024Jul 10, 202447$454.9MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2024SEC
Q1 2024Apr 11, 202446$441.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2023SEC
Q4 2023Jan 8, 202443$378.8MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q3 2023SEC
Q3 2023Oct 10, 202343$378.8MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q2 2023SEC
Q2 2023Jul 6, 202341$391.0MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2023SEC
Q1 2023Apr 4, 202340$348.4MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2022SEC
Q4 2022Jan 10, 202340$337.0MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q3 2022SEC
Q3 2022Oct 13, 202237$297.6MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q2 2022SEC
Q2 2022Jul 12, 202239$310.7MVanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2022SEC
Q1 2022Apr 12, 202240$348.8MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Aggregate Bond ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2021SEC
Q4 2021Jan 18, 202239$358.6MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Aggregate Bond ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q3 2021SEC
Q3 2021Oct 7, 202140$334.6MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Aggregate Bond ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q2 2021SEC
Q2 2021Jul 13, 202137$330.5MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Aggregate Bond ETFState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2021SEC
Q1 2021Apr 19, 202137$307.4MVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio Aggregate Bond ETFState Street SPDR Portfolio Developed World Ex-US ETF–SEC