13F Institutional Holdings
BOSTON STANDARD WEALTH MANAGEMENT, LLC IIR Report | ThinkSabio - Stocks Simplified
Jul 26, 2026 · ThinkSabio Blog
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BOSTON STANDARD WEALTH MANAGEMENT, LLC – Q2 2026 PF Holdings
AUM: $676.99M
NEWLY BOUGHT Top-25: #VGT #SCHG #FYX #FNX
INCREASED Top-25: #IAGG #VCRB #SPTM #SPTS #BIL #VEU #MUB #REET #ESGV #JMUB #SPEM #NUBD #VTIP #SPSB #PRFZ #DSI #IXUS #AOA #SPY #MSFT #AVGO #GOOG #VT #RSP #GWX
NO-CHANGE Top-25: #BCI #BA #DJP #GLD #WMT #DNA
REDUCED Top-25: #VTI #SPDW #BND #VWO #SPSM #NVDA #VXF #VSS #VSGX #SHM #ESML #ESGE #MU #AAPL #AMZN #BNDX
SOLD-OFF Top-15: #SLV
Negative Returns (YTD): #SLV:-20%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q2 net investment value
- Returns are presented on a YTD basis
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