CIK 1512601
BSW Wealth Partners
Institutional 13F holdings & portfolio
Holdings
322
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 183K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 624K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 363K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 564K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 47K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 616K | $1M+ | SH |
| IDEV | ISHARES TR | 341K | $1M+ | SH |
| AAPL | APPLE INC | 97K | $1M+ | SH |
| TRMB | TRIMBLE INC | 211K | $1M+ | SH |
| AOR | ISHARES TR | 248K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 209K | $1M+ | SH |
| IEMG | ISHARES INC | 229K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 68K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 154K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 193K | $1M+ | SH |
| IEFA | ISHARES TR | 126K | $1M+ | SH |
| MUB | ISHARES TR | 99K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 152K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 92K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| CRBN | ISHARES TR | 40K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 552K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 60K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| EFA | ISHARES TR | 58K | $1M+ | SH |
| GOOGL | ALPHABET INC | 17K | $1M+ | SH |
| ESGD | ISHARES TR | 57K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 36K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| IJH | ISHARES TR | 72K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| ACWI | ISHARES TR | 31K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 91K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 22K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| NUSC | NUSHARES ETF TR | 83K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 25K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| XVV | ISHARES TR | 63K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 20K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 21K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 49K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 106K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |