Bsw Wealth Partners Portfolio Holdings

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

Bsw Wealth Partners has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $719 Million distributed in 318 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 $116M, American Centy ETF Tr Avantis with a value of $46M, American Centy ETF Tr Avantis with a value of $36.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $31.6M, and Vanguard Intermediate Term Tre with a value of $29.9M.

Examining the 13F form we can see an increase of $66.3M in the current position value, from $653M to 719M.

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 $719 Million
ETFs: $516 Million
Technology: $72.5 Million
Financial Services: $33.5 Million
Communication Services: $22 Million
Healthcare: $19.2 Million
Consumer Cyclical: $16 Million
Industrials: $15.7 Million
Consumer Defensive: $15.3 Million
Other: $8.87 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$19.9 Million 2.76% of portfolio
96,870
Q2 2025 Reduced 4.11%
$456B
$11.3 Million 1.58% of portfolio
71,743
Q2 2025 Added 1.58%
$3.95T
$7.89 Million 1.1% of portfolio
15,854
Q2 2025 Reduced 10.89%
$2.26T
$6.85 Million 0.95% of portfolio
31,229
Q2 2025 Reduced 0.81%
$1.24T
$5.05 Million 0.7% of portfolio
28,457
Q2 2025 Reduced 4.27%
$368B
$4.18 Million 0.58% of portfolio
26,260
Q2 2025 Reduced 0.3%
$127B
$4.02 Million 0.56% of portfolio
14,588
Q2 2025 Reduced 0.57%
$1.78T
$3.57 Million 0.5% of portfolio
4,831
Q2 2025 Added 1.32%
$859B
$3.47 Million 0.48% of portfolio
11,978
Q2 2025 Reduced 0.22%
$1.21T
$3.25 Million 0.45% of portfolio
18,454
Q2 2025 Reduced 5.56%
$608B
$2.71 Million 0.38% of portfolio
3,479
Q2 2025 Reduced 3.09%
$621B
$2.45 Million 0.34% of portfolio
5,040
Q2 2025 Added 5.02%
$36.7B
$2.4 Million 0.33% of portfolio
19,577
Q2 2025 Added 12.0%
$551B
$2.37 Million 0.33% of portfolio
6,671
Q2 2025 Added 4.5%
$1.27T
$2.2 Million 0.31% of portfolio
9,717
Q2 2025 Added 2.8%
$306B
$2.01 Million 0.28% of portfolio
28,374
Q2 2025 Reduced 0.91%
$202B
$2.02 Million 0.28% of portfolio
15,295
Q2 2025 Added 0.33%
$684B
$1.86 Million 0.26% of portfolio
8,525
Q2 2025 Reduced 16.96%
$351B
$1.8 Million 0.25% of portfolio
9,702
Q2 2025 Reduced 2.65%
$61.9B
$1.78 Million 0.25% of portfolio
6,649
Q2 2025 Added 2.56%
$207B
$1.79 Million 0.25% of portfolio
14,436
Q2 2025 Added 0.19%
$229B
$1.71 Million 0.24% of portfolio
12,541
Q2 2025 Reduced 0.12%
$545B
$1.67 Million 0.23% of portfolio
1,246
Q2 2025 Reduced 0.24%
$405B
$1.65 Million 0.23% of portfolio
4,503
Q2 2025 Reduced 4.72%
$201B
$1.51 Million 0.21% of portfolio
1,918
Q2 2025 Added 0.58%
$138B
$1.5 Million 0.21% of portfolio
62,046
Q2 2025 Reduced 11.63%
$203B
$1.42 Million 0.2% of portfolio
17,914
Q2 2025 Reduced 4.84%
$548B
$1.38 Million 0.19% of portfolio
2,464
Q2 2025 Added 8.83%
$439B
$1.34 Million 0.19% of portfolio
1,353
Q2 2025 Reduced 0.22%
$282B
$1.29 Million 0.18% of portfolio
9,081
Q2 2025 Added 1.24%
$227B
$1.29 Million 0.18% of portfolio
4,058
Q2 2025 Added 0.74%
$135B
$1.26 Million 0.17% of portfolio
5,455
Q2 2025 Reduced 0.22%
$89.6B
$1.22 Million 0.17% of portfolio
54,353
Q2 2025 Added 4.06%
$210B
$1.23 Million 0.17% of portfolio
4,177
Q2 2025 New
$124B
$1.14 Million 0.16% of portfolio
3,707
Q2 2025 Reduced 1.38%
$25B
$1.19 Million 0.16% of portfolio
6,469
Q2 2025 Added 0.79%
$281B
$1.16 Million 0.16% of portfolio
11,903
Q2 2025 Added 0.34%
$232B
$1.11 Million 0.15% of portfolio
4,078
Q2 2025 Added 4.35%
$150B
$1.09 Million 0.15% of portfolio
3,658
Q2 2025 Reduced 10.95%
$442B
$1.05 Million 0.15% of portfolio
9,763
Q2 2025 Reduced 26.23%
$217B
$1.1 Million 0.15% of portfolio
190
Q2 2025 Reduced 2.06%
$203B
$1.08 Million 0.15% of portfolio
37,348
Q2 2025 Reduced 0.38%
$182B
$1.02 Million 0.14% of portfolio
10,959
Q2 2025 Reduced 0.65%
$172B
$1.02 Million 0.14% of portfolio
990
Q2 2025 Added 18.56%
$155B
$1.02 Million 0.14% of portfolio
8,223
Q2 2025 Reduced 0.59%
$254B
$1.02 Million 0.14% of portfolio
1,439
Q2 2025 Added 0.7%
$113B
$909,000 0.13% of portfolio
27,041
Q2 2025 Added 4.46%
$4.09B
$942,000 0.13% of portfolio
215,078
Q2 2025 Added 19.37%
$182B
$961,000 0.13% of portfolio
1,824
Q2 2025 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $719 Million
  • Prior Value $653 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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