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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$124 Million 15.35% of portfolio
182,892
Q4 2025 Reduced 5.24%
$0
$50.1 Million 6.22% of portfolio
623,903
Q4 2025 Reduced 3.73%
$0
$39.6 Million 4.92% of portfolio
363,168
Q4 2025 Reduced 5.06%
$0
$33.8 Million 4.21% of portfolio
564,060
Q4 2025 Added 4.31%
$0
$31 Million 3.85% of portfolio
46,601
Q4 2025 Reduced 1.79%
$0
$30.9 Million 3.84% of portfolio
615,573
Q4 2025 Reduced 4.03%
$0
$27.7 Million 3.44% of portfolio
340,665
Q4 2025 Reduced 1.83%
$0
$16.2 Million 2.01% of portfolio
208,668
Q4 2025 Reduced 4.08%
$0
$16 Million 1.99% of portfolio
247,812
Q4 2025 Added 5.16%
$0
$12.3 Million 1.52% of portfolio
228,696
Q4 2025 Reduced 5.19%
$65.3B
$11.9 Million 1.48% of portfolio
154,247
Q4 2025 Reduced 0.06%
$0
$11.4 Million 1.41% of portfolio
193,168
Q4 2025 Reduced 3.6%
$0
$11.1 Million 1.39% of portfolio
125,622
Q4 2025 Reduced 9.24%
$0
$10.6 Million 1.32% of portfolio
99,354
Q4 2025 Added 43.75%
$0
$9.29 Million 1.15% of portfolio
151,550
Q4 2025 Added 3.5%
$0
$9.03 Million 1.12% of portfolio
39,542
Q4 2025 Added 31.29%
$0
$8.75 Million 1.09% of portfolio
26,528
Q4 2025 Added 1.71%
$0
$7.28 Million 0.9% of portfolio
11,776
Q4 2025 Reduced 0.22%
$0
$7.14 Million 0.89% of portfolio
60,102
Q4 2025 Reduced 6.21%
$0
$5.52 Million 0.69% of portfolio
57,918
Q4 2025 Reduced 1.38%
$0
$5.41 Million 0.67% of portfolio
57,073
Q4 2025 Reduced 0.65%
$0
$5.04 Million 0.63% of portfolio
36,420
Q4 2025 Reduced 15.57%
$0
$5.07 Million 0.63% of portfolio
17,612
Q4 2025 Added 100.0%
$0
$4.62 Million 0.57% of portfolio
71,921
Q4 2025 Reduced 4.96%
$0
$4.39 Million 0.55% of portfolio
18,501
Q4 2025 Reduced 4.91%
$0
$4.35 Million 0.54% of portfolio
31,026
Q4 2025 Added 0.08%
$0
$4.06 Million 0.5% of portfolio
91,110
Q4 2025 Reduced 4.44%
$0
$3.59 Million 0.45% of portfolio
82,832
Q4 2025 Reduced 2.0%
$0
$3.32 Million 0.41% of portfolio
139,000
Q4 2025 New
$0
$3.25 Million 0.4% of portfolio
62,780
Q4 2025 Reduced 1.67%
$0
$2.81 Million 0.35% of portfolio
20,147
Q4 2025 Added 5.9%
$0
$2.69 Million 0.33% of portfolio
48,954
Q4 2025 Added 3.59%
$0
$2.54 Million 0.32% of portfolio
106,321
Q4 2025 Reduced 2.37%
$0
$2.14 Million 0.27% of portfolio
38,930
Q4 2025 Reduced 0.4%
$0
$1.98 Million 0.25% of portfolio
3,288
Q4 2025 Reduced 9.87%
$0
$1.9 Million 0.24% of portfolio
4,024
Q4 2025 Added 0.12%
$0
$1.64 Million 0.2% of portfolio
63,593
Q4 2025 Reduced 3.87%
$0
$1.41 Million 0.18% of portfolio
6,860
Q4 2025 Reduced 15.54%
$130B
$1.37 Million 0.17% of portfolio
3,646
Q4 2025 Added 2.04%
$0
$1.33 Million 0.17% of portfolio
30,091
Q4 2025 Added 6.93%
$0
$1.1 Million 0.14% of portfolio
4,385
Q4 2025 Reduced 4.4%
$0
$1.05 Million 0.13% of portfolio
5,148
Q1 2025 Added 18.13%
$0
$1.01 Million 0.13% of portfolio
3,250
Q3 2017 New
$0
$967,000 0.12% of portfolio
3,315
Q4 2025 Reduced 0.96%
$0
$720,000 0.09% of portfolio
16,461
Q4 2025 Reduced 4.05%
$0
$691,000 0.09% of portfolio
13,737
Q4 2025 New
$0
$666,000 0.08% of portfolio
5,585
Q4 2025 Added 18.73%
$0
$535,000 0.07% of portfolio
2,939
Q4 2025 Reduced 11.53%
$0
$544,000 0.07% of portfolio
1,127
Q4 2025 Reduced 14.23%

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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