Bsw Wealth Partners
$899M 13F equity value
346 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bsw Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 175,944 | $132M | 14.7% |
| AVDE | AMERICAN CENTY ETF TR | 599,240 | $53M | 5.9% |
| AVUS | AMERICAN CENTY ETF TR | 357,436 | $46M | 5.1% |
| VTEB | VANGUARD MUN BD FDS | 737,502 | $37M | 4.1% |
| VGIT | VANGUARD SCOTTSDALE FDS | 625,686 | $37M | 4.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 46,466 | $35M | 3.9% |
| AAPL | APPLE INC | 110,137 | $32M | 3.5% |
| IDEV | ISHARES TR | 336,665 | $30M | 3.3% |
| AVEM | AMERICAN CENTY ETF TR | 210,863 | $20M | 2.3% |
| AOR | ISHARES TR | 276,966 | $19M | 2.1% |
Track Bsw Wealth Partners's 13F portfolio: $899M in reported holdings, 346 positions. Top holdings and quarterly changes on SentiSense.
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