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 Market Cap. of $200 Billions or more
