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.

Portfolio value $805 Million
ETFs: $563 Million
Technology: $105 Million
Financial Services: $32.5 Million
Communication Services: $26 Million
Healthcare: $23.7 Million
Industrials: $16 Million
Consumer Cyclical: $14.4 Million
Consumer Defensive: $14 Million
Other: $10.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$25.9 Million 3.22% of portfolio
96,807
Q4 2025 Reduced 0.62%
$19.2B
$16.4 Million 2.04% of portfolio
211,188
Q4 2025 New
$465B
$12.7 Million 1.58% of portfolio
68,128
Q4 2025 Reduced 3.84%
$1.74T
$8.38 Million 1.04% of portfolio
29,343
Q4 2025 Added 0.48%
$3.78T
$7.09 Million 0.88% of portfolio
13,976
Q4 2025 Reduced 9.94%
$2.39T
$5.98 Million 0.74% of portfolio
25,472
Q4 2025 Reduced 3.38%
$139B
$4.8 Million 0.6% of portfolio
14,010
Q4 2025 Reduced 5.53%
$1.65T
$4.79 Million 0.6% of portfolio
17,345
Q4 2025 Reduced 3.8%
$342B
$3.83 Million 0.48% of portfolio
22,001
Q4 2025 Reduced 3.17%
$971B
$3.7 Million 0.46% of portfolio
3,621
Q4 2025 Added 0.56%
$346B
$3.71 Million 0.46% of portfolio
25,450
Q4 2025 Reduced 5.3%
$169B
$3.54 Million 0.44% of portfolio
4,238
Q4 2025 Added 317.13%
$881B
$3.4 Million 0.42% of portfolio
11,319
Q4 2025 Reduced 5.51%
$1.37T
$3.11 Million 0.39% of portfolio
5,099
Q4 2025 Reduced 4.55%
$34.7B
$2.84 Million 0.35% of portfolio
21,254
Q4 2025 Added 38.08%
$1.46T
$2.75 Million 0.34% of portfolio
9,756
Q4 2025 Reduced 1.35%
$414B
$2.42 Million 0.3% of portfolio
10,327
Q4 2025 Reduced 4.66%
$533B
$2.21 Million 0.28% of portfolio
6,797
Q4 2025 Added 0.1%
$306B
$2.2 Million 0.27% of portfolio
31,061
Q4 2025 Reduced 6.17%
$204B
$2.13 Million 0.26% of portfolio
14,420
Q4 2025 Reduced 5.11%
$388B
$2 Million 0.25% of portfolio
8,308
Q4 2025 Reduced 9.02%
$235B
$1.73 Million 0.22% of portfolio
18,663
Q4 2025 Added 5.33%
$593B
$1.75 Million 0.22% of portfolio
7,981
Q4 2025 Reduced 3.96%
$67.3B
$1.79 Million 0.22% of portfolio
6,239
Q4 2025 Reduced 3.03%
$367B
$1.58 Million 0.2% of portfolio
4,425
Q4 2025 Reduced 5.91%
$49.1B
$1.65 Million 0.2% of portfolio
14,921
Q4 2025 Added 879.71%
$228B
$1.58 Million 0.2% of portfolio
12,116
Q4 2025 Reduced 4.58%
$193B
$1.52 Million 0.19% of portfolio
14,424
Q4 2025 Reduced 0.7%
$512B
$1.41 Million 0.18% of portfolio
2,626
Q3 2025 Added 6.57%
$141B
$1.45 Million 0.18% of portfolio
57,755
Q4 2025 Reduced 10.14%
$255B
$1.46 Million 0.18% of portfolio
4,282
Q4 2025 Added 0.73%
$291B
$1.33 Million 0.17% of portfolio
2,413
Q4 2025 Reduced 3.48%
$156B
$1.35 Million 0.17% of portfolio
10,854
Q4 2025 Reduced 0.17%
$170B
$1.26 Million 0.16% of portfolio
8,644
Q4 2025 Added 16.54%
$279B
$1.18 Million 0.15% of portfolio
11,461
Q4 2025 Reduced 1.21%
$266B
$1.23 Million 0.15% of portfolio
4,154
Q4 2025 Reduced 0.12%
$182B
$1.24 Million 0.15% of portfolio
1,925
Q4 2025 Reduced 4.28%
$89.8B
$1.22 Million 0.15% of portfolio
6,300
Q4 2025 Added 6.28%
$8.27B
$1.22 Million 0.15% of portfolio
152,578
Q4 2025 Reduced 17.56%
$143B
$1.1 Million 0.14% of portfolio
31,577
Q4 2025 Reduced 9.22%
$1.29T
$1.12 Million 0.14% of portfolio
2,738
Q4 2025 Added 1.18%
$265B
$1.16 Million 0.14% of portfolio
1,496
Q4 2025 Reduced 0.4%
$404B
$1.16 Million 0.14% of portfolio
1,267
Q4 2025 Reduced 6.63%
$237B
$1.09 Million 0.14% of portfolio
4,593
Q4 2025 Added 12.63%
$197B
$1.08 Million 0.13% of portfolio
4,740
Q4 2025 Added 1.24%
$405B
$1.06 Million 0.13% of portfolio
1,038
Q4 2025 Reduced 0.76%
$522B
$1.06 Million 0.13% of portfolio
5,305
Q4 2025 Reduced 2.36%
$136B
$1.05 Million 0.13% of portfolio
4,767
Q4 2025 Reduced 4.79%
$490B
$991,000 0.12% of portfolio
8,429
Q4 2025 Reduced 10.15%

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
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