Bsw Wealth Partners Portfolio Holdings

Bsw Wealth Partners

$788 Million
Q3 2025

Bsw Wealth Partners has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $788 Million distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $129M, American Centy ETF Tr Avantis with a value of $51.1M, American Centy ETF Tr Avantis with a value of $41.6M, Vanguard Intermediate Term Tre with a value of $32.5M, and Vanguard Mun Bd Fds Tax Exempt with a value of $32.1M.

Examining the 13F form we can see an increase of $68.8M in the current position value, from $719M to 788M.

Bsw Wealth Partners is based out at Boulder, CO

Below you can find more details about Bsw Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $788 Million

ETFs: $564 Million

Technology: $86.3 Million

Financial Services: $32.9 Million

Communication Services: $26.1 Million

Healthcare: $21.5 Million

Industrials: $16.3 Million

Consumer Defensive: $15.2 Million

Consumer Cyclical: $15.1 Million

Other: $10.6 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$129 Million 16.4% of portfolio	192,997	Q3 2025 Added 3.63%
AVDE American Centy ETF Tr Avantis ETFs	$0	$51.1 Million 6.49% of portfolio	648,068	Q3 2025 Added 4.23%
AVUS American Centy ETF Tr Avantis ETFs	$0	$41.6 Million 5.28% of portfolio	382,514	Q3 2025 Added 4.54%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$32.5 Million 4.12% of portfolio	540,773	Q3 2025 Added 8.04%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$32.1 Million 4.08% of portfolio	641,405	Q3 2025 Reduced 0.52%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$31.6 Million 4.01% of portfolio	47,452	Q3 2025 Reduced 0.06%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$27.8 Million 3.53% of portfolio	347,007	Q3 2025 Added 10.04%
AAPL Apple Inc. Technology	$4.3T	$24.8 Million 3.15% of portfolio	97,411	Q3 2025 Added 0.56%
AVEM American Centy ETF Tr Avantis ETFs	$0	$16.3 Million 2.07% of portfolio	217,549	Q3 2025 Added 3.57%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$15.2 Million 1.93% of portfolio	235,663	Q3 2025 Added 10.8%
NVDA Nvidia Corp Technology	$465B	$13.2 Million 1.68% of portfolio	70,847	Q3 2025 Reduced 1.25%
IEMG Ishares Inc ETFs	$0	$12.9 Million 1.64% of portfolio	241,222	Q3 2025 Added 4.0%
IEFA Ishares Tr ETFs	$0	$12.1 Million 1.53% of portfolio	138,417	Q3 2025 Reduced 1.39%
AVES American Centy ETF Tr Avantis ETFs	$0	$11.5 Million 1.46% of portfolio	200,377	Q3 2025 Added 3.24%
IAU Ishares Gold Trust ETFs	$65.3B	$11.2 Million 1.43% of portfolio	154,332	Q3 2025 Added 0.59%
AVUV American Centy ETF Tr Avantis ETFs	$0	$9.37 Million 1.19% of portfolio	94,095	Q3 2025 Added 7.41%
VEA Vanguard Ftse Developed Market ETFs	$0	$8.77 Million 1.11% of portfolio	146,427	Q3 2025 Added 0.39%
VTI Vanguard Total Stock Market Et ETFs	$0	$8.56 Million 1.09% of portfolio	26,083	Q3 2025 Added 0.56%
MSFT Microsoft Corp Technology	$3.78T	$8.04 Million 1.02% of portfolio	15,519	Q3 2025 Reduced 2.11%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$7.59 Million 0.96% of portfolio	64,081	Q3 2025 Reduced 7.37%
MUB Ishares National Muni Bond ETF ETFs	$0	$7.36 Million 0.93% of portfolio	69,115	Q3 2025 Reduced 7.68%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.23 Million 0.92% of portfolio	11,802	Q3 2025 Reduced 1.92%
GOOG Alphabet Inc. Communication Services	$1.74T	$7.11 Million 0.9% of portfolio	29,202	Q3 2025 Added 2.62%
CRBN Ishares Tr Msci Acwi Low Carbo ETFs	$0	$6.83 Million 0.87% of portfolio	30,119	Q3 2025 Added 7.6%
MGV Vanguard Mega Cap Value ETFs	$0	$5.94 Million 0.75% of portfolio	43,138	Q3 2025 Reduced 8.65%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$5.79 Million 0.73% of portfolio	26,364	Q3 2025 Reduced 15.58%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$5.48 Million 0.7% of portfolio	58,730	Q3 2025 Reduced 4.05%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$5.34 Million 0.68% of portfolio	57,446	Q3 2025 Reduced 6.64%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.94 Million 0.63% of portfolio	75,674	Q3 2025 Reduced 1.59%
AVGO Broadcom Inc. Technology	$139B	$4.89 Million 0.62% of portfolio	14,830	Q3 2025 Added 1.66%
IWM Ishares Russell 2000 ETF ETFs	$0	$4.71 Million 0.6% of portfolio	19,457	Q3 2025 Reduced 2.26%
GOOGL Alphabet Inc. Communication Services	$1.65T	$4.38 Million 0.56% of portfolio	18,030	Q3 2025 Reduced 2.3%
ACWI Ishares Msci Acwi ETF ETFs	$0	$4.29 Million 0.54% of portfolio	31,002	Q3 2025 Added 0.31%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$4.18 Million 0.53% of portfolio	95,348	Q3 2025 Reduced 0.61%
PLTR Palantir Technologies Inc. Technology	$342B	$4.14 Million 0.53% of portfolio	22,721	Q3 2025 New
PG Procter & Gamble CO Consumer Defensive	$346B	$4.13 Million 0.52% of portfolio	26,875	Q3 2025 Added 2.34%
META Meta Platforms, Inc. Communication Services	$1.37T	$3.92 Million 0.5% of portfolio	5,342	Q3 2025 Added 10.58%
JPM Jpmorgan Chase & CO Financial Services	$881B	$3.78 Million 0.48% of portfolio	11,979	Q3 2025 Added 0.01%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$3.73 Million 0.47% of portfolio	84,525	Q3 2025 Reduced 2.65%
XVV Ishares Tr Esg Screened S&P 50 ETFs	$0	$3.29 Million 0.42% of portfolio	63,847	Q3 2025 Reduced 9.06%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$2.76 Million 0.35% of portfolio	9,890	Q3 2025 Added 1.78%
LLY Eli Lilly & CO Healthcare	$971B	$2.75 Million 0.35% of portfolio	3,601	Q3 2025 Added 3.51%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.56 Million 0.33% of portfolio	47,258	Q3 2025 Reduced 1.56%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.57 Million 0.33% of portfolio	5,113	Q3 2025 Added 1.45%
VT Vanguard Total World Stk Index ETFs	$0	$2.62 Million 0.33% of portfolio	19,025	Q3 2025 Added 18.54%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.54 Million 0.32% of portfolio	108,904	Q3 2025 Reduced 1.56%
XLK Technology Sector Spdr ETFs	$0	$2.48 Million 0.32% of portfolio	8,806	Q3 2025 Reduced 3.33%
ABBV Abb Vie Inc. Healthcare	$414B	$2.51 Million 0.32% of portfolio	10,832	Q3 2025 Added 11.65%
ORCL Oracle Corp Technology	$593B	$2.34 Million 0.3% of portfolio	8,310	Q3 2025 Reduced 2.52%
V Visa Inc. Financial Services	$533B	$2.32 Million 0.29% of portfolio	6,790	Q3 2025 Added 1.78%

Summary

Portfolio
No. of Stocks 324
Current Value $788 Million
Prior Value $719 Million
Filing
Period Q3 2025
Filing Date October 15, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 33 stocks
Additional Purchases 145 stocks
Sold out of 0 stocks
Reduced holdings in 116 stocks

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Bsw Wealth Partners Portfolio Holdings