Bsw Wealth Partners Portfolio Holdings

Bsw Wealth Partners has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $676 Million distributed in 308 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 $104M, Vanguard Mun Bd Fds Tax Exempt with a value of $38M, American Centy ETF Tr Avantis with a value of $36.3M, American Centy ETF Tr Avantis with a value of $33.6M, and Spdr S&P 500 ETF Trust with a value of $27.7M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $661M to 676M.

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.