BSW Wealth Partners Portfolio Holdings - 13F Filings | 13F Fund Database
BSW Wealth Partners 13F Holdings
CIK 0001512601 · BOULDER, CO
As of Sep 30, 2025, BSW Wealth Partners reported
324 positions worth $767.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 192,997 |
|
29.2M16.82% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 648,068 | $51.1M | 6.66% |
| AVANTIS US EQUITY ETF | AVUS | — | 382,514 | $41.6M | 5.42% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 540,773 | $32.5M | 4.23% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 641,405 | $32.1M | 4.18% |
| SPDR S&P 500 ETF TRUST | SPY | — | 47,452 | $31.6M | 4.12% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 347,007 | $27.8M | 3.62% |
| APPLE INC | AAPL | Technology | 97,411 | $24.8M | 3.23% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 217,549 |
6.3M | 2.13% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 241,222 |
5.9M | 2.07% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 235,663 |
5.2M | 1.98% |
| NVIDIA CORP | NVDA | Technology | 70,847 |
3.2M | 1.72% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 138,417 |
2.1M | 1.57% |
| AMERICAN CENTY ETF TR | AVES | — | 200,377 |
1.5M | 1.50% |
| ISHARES GOLD TRUST | IAU | — | 154,332 |
1.2M | 1.46% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 94,095 | $9.4M | 1.22% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 146,427 | $8.8M | 1.14% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 26,083 | $8.6M | 1.11% |
| MICROSOFT CORP | MSFT | Technology | 15,519 | $8.0M | 1.05% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 64,081 | $7.6M | 0.99% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 69,115 | $7.4M | 0.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 11,802 | $7.2M | 0.94% |
| ALPHABET INC | GOOG | Equity | 29,202 | $7.1M | 0.93% |
| ISHARES MSCI ACWI LOW CARBON TARGET ETF | CRBN | — | 30,119 | $6.8M | 0.89% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 43,138 | $5.9M | 0.77% |