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
$59.7B
$538,000 0.07% of portfolio
1,092
Q3 2025 Added 17.04%
$420M
$521,000 0.07% of portfolio
85,000
Q2 2025 Added 3.85%
$25.7B
$559,000 0.07% of portfolio
3,793
Q3 2025 New
$22.2B
$588,000 0.07% of portfolio
80,881
Q3 2025 Added 4.55%
$123B
$525,000 0.07% of portfolio
1,862
Q3 2025 Reduced 0.11%
$49.4B
$546,000 0.07% of portfolio
3,470
Q3 2025 Added 8.95%
$132B
$565,000 0.07% of portfolio
2,687
Q3 2025 Reduced 0.41%
$4.44B
$534,000 0.07% of portfolio
15,656
Q3 2025 Added 5.39%
$46.8B
$557,000 0.07% of portfolio
585
Q3 2025 Reduced 17.61%
$0
$513,000 0.07% of portfolio
1,406
Q2 2023 Added 11.15%
$0
$543,000 0.07% of portfolio
4,570
Q3 2025 Reduced 0.48%
$152B
$563,000 0.07% of portfolio
2,287
Q3 2025 Reduced 37.48%
$0
$562,000 0.07% of portfolio
4,704
Q2 2025 Reduced 8.29%
$0
$504,000 0.06% of portfolio
2,410
Q2 2025 Reduced 13.28%
$328B
$448,000 0.06% of portfolio
1,490
Q3 2025 Reduced 1.39%
$0
$481,000 0.06% of portfolio
3,436
Q3 2025 Added 0.12%
$103B
$500,000 0.06% of portfolio
214
Q3 2025 Added 0.47%
$74.9B
$457,000 0.06% of portfolio
1,756
Q3 2025 Added 25.7%
$268B
$441,000 0.06% of portfolio
2,640
Q3 2025 Reduced 13.24%
$284B
$496,000 0.06% of portfolio
6,988
Q3 2025 Reduced 41.2%
$21.9B
$459,000 0.06% of portfolio
36,034
Q3 2025 Added 48.09%
$59.5B
$439,000 0.06% of portfolio
9,616
Q3 2025 Reduced 9.54%
$51.2B
$449,000 0.06% of portfolio
14,595
Q3 2025 Added 4.56%
$136B
$489,000 0.06% of portfolio
1,148
Q3 2025 Added 0.88%
$70.3B
$449,000 0.06% of portfolio
27,639
Q3 2025 Added 9.96%
$132B
$505,000 0.06% of portfolio
2,046
Q3 2025 Reduced 1.54%
$258B
$436,000 0.06% of portfolio
2,606
Q3 2025 Reduced 3.16%
$19B
$441,000 0.06% of portfolio
2,153
Q3 2025 Reduced 7.87%
$0
$468,000 0.06% of portfolio
2,470
Q1 2025 Reduced 4.63%
$46.1B
$461,000 0.06% of portfolio
5,073
Q3 2025 Added 80.47%
$67.6B
$477,000 0.06% of portfolio
9,888
Q3 2025 Added 28.58%
$11.6B
$461,000 0.06% of portfolio
4,248
Q3 2025 New
$0
$477,000 0.06% of portfolio
3,391
Q2 2025 Reduced 2.86%
$123B
$465,000 0.06% of portfolio
932
Q3 2025 Reduced 0.75%
$283B
$385,000 0.05% of portfolio
3,008
Q3 2025 Reduced 13.71%
$23.2B
$394,000 0.05% of portfolio
8,042
Q3 2025 Added 42.89%
$37B
$375,000 0.05% of portfolio
4,105
Q3 2025 Added 28.2%
$130B
$381,000 0.05% of portfolio
8,076
Q3 2025 Added 4.41%
$0
$406,000 0.05% of portfolio
15,451
Q3 2025 Added 0.84%
$0
$370,000 0.05% of portfolio
11,098
Q3 2025 Reduced 2.62%
$96.9B
$427,000 0.05% of portfolio
1,012
Q3 2025 Added 18.5%
$114B
$426,000 0.05% of portfolio
3,721
Q3 2025 Added 0.03%
$144B
$419,000 0.05% of portfolio
918
Q3 2025 Reduced 36.56%
$20.5B
$400,000 0.05% of portfolio
1,971
Q3 2025 Added 41.49%
$74.3B
$384,000 0.05% of portfolio
684
Q3 2025 New
$79.5B
$414,000 0.05% of portfolio
3,309
Q3 2025 Reduced 6.02%
$37.2B
$424,000 0.05% of portfolio
1,724
Q3 2025 Added 2.86%
$123B
$376,000 0.05% of portfolio
540
Q3 2025 Added 70.89%
$59.8B
$391,000 0.05% of portfolio
2,088
Q3 2025 Added 32.57%

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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