Bsw Wealth Partners Portfolio Holdings
Bsw Wealth Partners
- $805 Million
- Q4 2025
Bsw Wealth Partners has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $805 Million distributed in 322 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 $124M, American Centy ETF Tr Avantis with a value of $50.1M, American Centy ETF Tr Avantis with a value of $39.6M, Vanguard Intermediate Term Tre with a value of $33.8M, and Spdr S&P 500 ETF Trust with a value of $31M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $788M to 805M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 322
- Current Value $805 Million
- Prior Value $788 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 20 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks