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
$21.7B
$509,000 0.07% of portfolio
77,363
Q2 2025 Reduced 2.52%
$169B
$478,000 0.07% of portfolio
881
Q2 2025 Added 0.34%
$55B
$537,000 0.07% of portfolio
7,347
Q2 2025 Reduced 9.54%
$22.7B
$520,000 0.07% of portfolio
2,337
Q2 2025 Added 1.26%
$59.7B
$510,000 0.07% of portfolio
5,965
Q2 2025 Reduced 2.61%
$179B
$494,000 0.07% of portfolio
5,425
Q2 2025 Added 4.63%
$83.7B
$470,000 0.07% of portfolio
5,162
Q2 2025 Added 4.22%
$420M
$521,000 0.07% of portfolio
85,000
Q2 2025 Added 3.85%
$187B
$517,000 0.07% of portfolio
1,276
Q2 2025 Reduced 12.42%
$155B
$515,000 0.07% of portfolio
8,428
Q2 2025 Added 12.78%
$174M
$420,000 0.06% of portfolio
400,000
Q3 2024 Added 33.33%
$9.34B
$431,000 0.06% of portfolio
1,868
Q1 2025 Reduced 30.56%
$58.4B
$456,000 0.06% of portfolio
10,630
Q2 2025 Reduced 4.1%
$13.3B
$439,000 0.06% of portfolio
8,844
Q2 2025 Added 6.35%
$113B
$434,000 0.06% of portfolio
939
Q2 2025 Reduced 0.21%
$40.8B
$402,000 0.06% of portfolio
1,293
Q2 2025 Added 20.06%
$91.7B
$460,000 0.06% of portfolio
8,466
Q2 2025 Reduced 0.54%
$323B
$412,000 0.06% of portfolio
1,356
Q2 2025 Added 6.19%
$257B
$421,000 0.06% of portfolio
3,486
Q2 2025 Reduced 3.17%
$36.4B
$403,000 0.06% of portfolio
2,665
Q2 2025 Added 7.03%
$2.91B
$424,000 0.06% of portfolio
14,856
Q2 2025 Reduced 2.62%
$150B
$423,000 0.06% of portfolio
3,824
Q2 2025 Added 0.31%
$112B
$435,000 0.06% of portfolio
1,138
Q2 2025 Added 0.35%
$95.3B
$415,000 0.06% of portfolio
1,880
Q2 2025 Added 11.84%
$67.4B
$465,000 0.06% of portfolio
25,136
Q2 2025 Added 17.66%
$57.2B
$402,000 0.06% of portfolio
13,958
Q2 2025 Added 7.62%
$53.1B
$449,000 0.06% of portfolio
1,827
Q2 2025 Added 12.36%
$111B
$440,000 0.06% of portfolio
28,690
Q2 2025 Reduced 1.41%
$79.5B
$440,000 0.06% of portfolio
3,521
Q2 2025 Added 0.34%
$70.9B
$448,000 0.06% of portfolio
4,930
Q2 2025 Reduced 9.26%
$50.1B
$446,000 0.06% of portfolio
3,185
Q2 2025 Reduced 0.99%
$83.2B
$458,000 0.06% of portfolio
2,155
Q2 2025 New
$68B
$347,000 0.05% of portfolio
7,690
Q2 2025 Added 7.4%
$97B
$345,000 0.05% of portfolio
1,122
Q1 2025 Reduced 8.71%
$121B
$373,000 0.05% of portfolio
7,735
Q2 2025 Reduced 4.66%
$70.2B
$329,000 0.05% of portfolio
848
Q2 2025 Reduced 11.11%
$71.7B
$355,000 0.05% of portfolio
447
Q2 2025 Reduced 1.32%
$44.6B
$349,000 0.05% of portfolio
1,676
Q2 2025 Reduced 7.81%
$306B
$388,000 0.05% of portfolio
1,511
Q2 2025 Reduced 45.25%
$80B
$345,000 0.05% of portfolio
1,397
Q2 2025 Reduced 19.85%
$102B
$373,000 0.05% of portfolio
854
Q2 2025 Added 18.12%
$229B
$392,000 0.05% of portfolio
2,691
Q2 2025 Reduced 20.15%
$92.8B
$329,000 0.05% of portfolio
960
Q2 2025 Reduced 12.41%
$40.5B
$341,000 0.05% of portfolio
1,406
Q2 2025 Reduced 16.61%
$99B
$333,000 0.05% of portfolio
7,210
Q2 2025 Reduced 13.55%
$96.8B
$391,000 0.05% of portfolio
3,720
Q2 2025 Reduced 3.23%
$222B
$388,000 0.05% of portfolio
1,329
Q2 2025 Reduced 3.49%
$133B
$335,000 0.05% of portfolio
375
Q2 2025 Added 1.63%
$102B
$388,000 0.05% of portfolio
2,119
Q2 2025 Added 4.54%

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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