Bsw Wealth Partners Portfolio Holdings

Bsw Wealth Partners

  • $788 Million
  • Q3 2025

Bsw Wealth Partners has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $788 Million distributed in 324 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 $129M, American Centy ETF Tr Avantis with a value of $51.1M, American Centy ETF Tr Avantis with a value of $41.6M, Vanguard Intermediate Term Tre with a value of $32.5M, and Vanguard Mun Bd Fds Tax Exempt with a value of $32.1M.

Examining the 13F form we can see an increase of $68.8M in the current position value, from $719M to 788M.

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 $788 Million
ETFs: $564 Million
Technology: $86.3 Million
Financial Services: $32.9 Million
Communication Services: $26.1 Million
Healthcare: $21.5 Million
Industrials: $16.3 Million
Consumer Defensive: $15.2 Million
Consumer Cyclical: $15.1 Million
Other: $10.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$2.2 Million 0.28% of portfolio
33,102
Q3 2025 Added 16.66%
$0
$2.19 Million 0.28% of portfolio
3,648
Q3 2025 Reduced 0.95%
$34.7B
$2.18 Million 0.28% of portfolio
15,393
Q3 2025 Reduced 21.37%
$204B
$2.13 Million 0.27% of portfolio
15,197
Q3 2025 Reduced 0.64%
$0
$2.09 Million 0.26% of portfolio
39,085
Q3 2025 Reduced 3.52%
$0
$1.88 Million 0.24% of portfolio
4,019
Q1 2025 Added 15.85%
$367B
$1.91 Million 0.24% of portfolio
4,703
Q3 2025 Added 4.44%
$49.1B
$1.83 Million 0.23% of portfolio
1,523
Q3 2025 Added 22.23%
$67.3B
$1.8 Million 0.23% of portfolio
6,434
Q3 2025 Reduced 3.23%
$0
$1.7 Million 0.22% of portfolio
8,122
Q3 2025 Added 4.83%
$228B
$1.7 Million 0.22% of portfolio
12,698
Q3 2025 Added 1.25%
$0
$1.7 Million 0.22% of portfolio
66,151
Q3 2025 Reduced 3.89%
$193B
$1.66 Million 0.21% of portfolio
14,525
Q3 2025 Added 0.62%
$141B
$1.64 Million 0.21% of portfolio
64,271
Q3 2025 Added 3.59%
$235B
$1.49 Million 0.19% of portfolio
17,719
Q3 2025 Reduced 1.09%
$388B
$1.48 Million 0.19% of portfolio
9,132
Q3 2025 Added 0.56%
$255B
$1.41 Million 0.18% of portfolio
4,251
Q3 2025 Added 4.76%
$182B
$1.37 Million 0.17% of portfolio
2,011
Q3 2025 Added 4.85%
$130B
$1.27 Million 0.16% of portfolio
3,573
Q2 2025 Reduced 0.97%
$404B
$1.26 Million 0.16% of portfolio
1,357
Q3 2025 Added 0.3%
$0
$1.27 Million 0.16% of portfolio
28,141
Q3 2025 Added 3.19%
$265B
$1.2 Million 0.15% of portfolio
1,502
Q3 2025 Added 4.38%
$0
$1.17 Million 0.15% of portfolio
4,587
Q3 2025 Reduced 0.22%
$156B
$1.21 Million 0.15% of portfolio
10,873
Q3 2025 Added 184.34%
$266B
$1.17 Million 0.15% of portfolio
4,159
Q3 2025 Reduced 0.43%
$291B
$1.19 Million 0.15% of portfolio
2,500
Q3 2025 Added 3.56%
$143B
$1.17 Million 0.15% of portfolio
34,786
Q3 2025 Reduced 36.0%
$1.29T
$1.2 Million 0.15% of portfolio
2,706
Q3 2025 Reduced 0.66%
$136B
$1.18 Million 0.15% of portfolio
5,007
Q3 2025 Reduced 8.21%
$279B
$1.2 Million 0.15% of portfolio
11,601
Q3 2025 Reduced 2.54%
$181B
$1.1 Million 0.14% of portfolio
38,781
Q3 2025 Added 3.84%
$104B
$1.1 Million 0.14% of portfolio
3,746
Q3 2025 Added 1.05%
$170B
$1.07 Million 0.14% of portfolio
7,417
Q3 2025 Reduced 9.8%
$98.1B
$1.08 Million 0.14% of portfolio
6,327
Q3 2025 Added 4.13%
$8.27B
$1.13 Million 0.14% of portfolio
185,078
Q3 2025 Reduced 13.95%
$522B
$1.01 Million 0.13% of portfolio
5,433
Q3 2025 Added 0.46%
$490B
$1.06 Million 0.13% of portfolio
9,381
Q3 2025 Reduced 3.91%
$0
$1.05 Million 0.13% of portfolio
5,148
Q1 2025 Added 18.13%
$191B
$1.03 Million 0.13% of portfolio
191
Q3 2025 Added 0.53%
$89.8B
$1.06 Million 0.13% of portfolio
5,928
Q3 2025 Added 24.09%
$181B
$1.02 Million 0.13% of portfolio
10,400
Q3 2025 Reduced 5.1%
$0
$996,000 0.13% of portfolio
3,347
Q3 2025 Reduced 4.51%
$0
$1 Million 0.13% of portfolio
3,250
Q3 2017 New
$405B
$1.01 Million 0.13% of portfolio
1,046
Q3 2025 Added 3.77%
$89.3B
$945,000 0.12% of portfolio
8,679
Q3 2025 Added 68.13%
$187B
$966,000 0.12% of portfolio
5,807
Q3 2025 Added 1.9%
$197B
$958,000 0.12% of portfolio
4,682
Q3 2025 Reduced 3.76%
$140B
$977,000 0.12% of portfolio
3,890
Q3 2025 Added 50.6%
$159B
$928,000 0.12% of portfolio
1,908
Q3 2025 Added 4.61%

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $788 Million
  • Prior Value $719 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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