BSW Wealth Partners Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$833.4M
Holdings
322
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (322 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $125.3M |
AVDEAMERICAN CENTY ETF TR | $51.4M |
AVUSAMERICAN CENTY ETF TR | $40.6M |
VGITVANGUARD SCOTTSDALE FDS | $33.8M |
SPYSPDR S&P 500 ETF TR | $31.8M |
VTEBVANGUARD MUN BD FDS | $31.0M |
IDEVISHARES TR | $28.1M |
AAPLAPPLE INC | $26.3M |
TRMBTRIMBLE INC | $16.5M |
AORISHARES TR | $16.1M |
AVEMAMERICAN CENTY ETF TR | $16.1M |
IEMGISHARES INC | $15.4M |
NVDANVIDIA CORPORATION | $12.7M |
IAU*ISHARES GOLD TR | $12.5M |
AVESAMERICAN CENTY ETF TR | $11.3M |
AQLTISHARES TR | $11.2M |
MUBISHARES TR | $10.6M |
VEAVANGUARD TAX-MANAGED FDS | $9.5M |
AVUVAMERICAN CENTY ETF TR | $9.4M |
GOOGALPHABET INC | $9.2M |
CRBNISHARES TR | $9.1M |
VTIVANGUARD INDEX FDS | $8.9M |
BPREBLUEROCK PVT REAL ESTATE FD | $8.3M |
VOOVANGUARD INDEX FDS | $7.4M |
ESGVVANGUARD WORLD FD | $7.3M |
MSFTMICROSOFT CORP | $6.8M |
AMZNAMAZON COM INC | $5.9M |
EFAISHARES TR | $5.6M |
GOOGLALPHABET INC | $5.4M |
ESGDISHARES TR | $5.4M |
MGVVANGUARD WORLD FD | $5.1M |
AVGOBROADCOM INC | $4.8M |
IJHISHARES TR | $4.7M |
IWMISHARES TR | $4.6M |
ACWIISHARES TR | $4.4M |
NULVNUSHARES ETF TR | $4.1M |
PLTRPALANTIR TECHNOLOGIES INC | $3.9M |
LLYELI LILLY & CO | $3.9M |
NUSCNUSHARES ETF TR | $3.7M |
PGPROCTER AND GAMBLE CO | $3.6M |
JPMJPMORGAN CHASE & CO. | $3.6M |
METAMETA PLATFORMS INC | $3.4M |
XVVISHARES TR | $3.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.0M |
VTVANGUARD INTL EQUITY INDEX F | $2.8M |
DELLDELL TECHNOLOGIES INC | $2.7M |
VWOVANGUARD INTL EQUITY INDEX F | $2.6M |
SCHFSCHWAB STRATEGIC TR | $2.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.5M |
XLKSELECT SECTOR SPDR TR | $2.5M |
VVISA INC | $2.4M |
ABBVABBVIE INC | $2.4M |
LINLINDE PLC | $2.3M |
KOCOCA COLA CO | $2.2M |
EEMISHARES TR | $2.1M |
PEPPEPSICO INC | $2.1M |
NDQINVESCO QQQ TR | $2.0M |
LRCXLAM RESEARCH CORP | $2.0M |
MRKMERCK & CO INC | $2.0M |
IWFISHARES TR | $1.9M |
TRVTRAVELERS COMPANIES INC | $1.8M |
AMDADVANCED MICRO DEVICES INC | $1.8M |
SCHBSCHWAB STRATEGIC TR | $1.7M |
DISDISNEY WALT CO | $1.6M |
AXPAMERICAN EXPRESS CO | $1.6M |
ORCLORACLE CORP | $1.6M |
HDHOME DEPOT INC | $1.5M |
ABTABBOTT LABS | $1.5M |
MAMASTERCARD INCORPORATED | $1.5M |
—MATTHEWS INTL FDS | $1.5M |
VBRVANGUARD INDEX FDS | $1.5M |
GQ9SPDR GOLD TR | $1.4M |
PFEPFIZER INC | $1.4M |
NFLXNETFLIX INC | $1.4M |
ESMLISHARES TR | $1.4M |
CATCATERPILLAR INC | $1.4M |
GILDGILEAD SCIENCES INC | $1.3M |
TJXTJX COS INC NEW | $1.3M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
WMTWALMART INC | $1.3M |
INTUINTUIT | $1.3M |
TSLATESLA INC | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
CRMSALESFORCE INC | $1.2M |
LUMNLUMEN TECHNOLOGIES INC | $1.2M |
WELLWELLTOWER INC | $1.2M |
INTCINTEL CORP | $1.2M |
SNPSSYNOPSYS INC | $1.1M |
VBVANGUARD INDEX FDS | $1.1M |
ASMLASML HOLDING N V | $1.1M |
UNPUNION PAC CORP | $1.1M |
JNJJOHNSON & JOHNSON | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
IWDISHARES TR | $1.1M |
DWDMORGAN STANLEY | $1.1M |
BKBANK NEW YORK MELLON CORP | $1.0M |
BKNGBOOKING HOLDINGS INC | $1.0M |
VVVANGUARD INDEX FDS | $1.0M |
XOMEXXON MOBIL CORP | $1.0M |
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