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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.67B
$1.98 Million 0.28% of portfolio
28,077
Q3 2024 Added 54.93%
$3.89B
$942,000 0.13% of portfolio
215,078
Q2 2025 Added 19.37%
$3.13B
$641,000 0.09% of portfolio
39,942
Q4 2024 Reduced 0.15%
$9.17B
$431,000 0.06% of portfolio
1,868
Q1 2025 Reduced 30.56%
$3.2B
$424,000 0.06% of portfolio
14,856
Q2 2025 Reduced 2.62%
$5.24B
$294,000 0.04% of portfolio
20,165
Q2 2025 Reduced -0.0%
$9.23B
$282,000 0.04% of portfolio
13,825
Q2 2025 Added 5.26%
$7.86B
$244,000 0.03% of portfolio
750
Q3 2024 New
$4.99B
$211,000 0.03% of portfolio
72,591
Q2 2025 Added 4.61%
$2.92B
$60,000 0.01% of portfolio
17,697
Q2 2025 Added 32.08%
$4.25B
$22,000 0.0% of portfolio
11,686
Q2 2025 Reduced 3.16%

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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