Bsw Wealth Partners Top Holdings and 13F Report (2025) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $729.73 million in total holdings as of June 30, 2025.Bsw Wealth Partners owns shares of 318 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 6.03% of the portfolio was purchased this quarter.About 3.77% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 306 new stocks and bought additional shares in 121 stocks.Bsw Wealth Partners sold shares of 151 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $115,631,070Avantis International Equity ETF $46,018,243Avantis U.S. Equity ETF $36,890,019Vanguard Tax-Exempt Bond ETF $31,612,839Vanguard Intermediate-Term Treasury ETF $29,937,737 Largest New Holdings this Quarter 459200101 - International Business Machines $1,231,410 Holding40090E106 - GRUPO CIBEST SA $670,171 Holding577130628 - MATTHEWS INTL FDS $496,069 Holding14040H105 - Capital One Financial $458,585 HoldingN97284108 - Yandex $362,854 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 11,840 shares (about $7.35M)iShares National Muni Bond ETF 49,392 shares (about $5.16M)iShares Core 60/40 Balanced Allocation ETF 43,045 shares (about $2.65M)Avantis U.S. Equity ETF 23,253 shares (about $2.34M)Vanguard Intermediate-Term Treasury ETF 36,686 shares (about $2.19M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 106,908 shares (about $5.24M)iShares Core MSCI EAFE ETF 28,957 shares (about $2.42M)Vanguard Mega Cap Value ETF 16,928 shares (about $2.22M)iShares Russell 2000 ETF 5,580 shares (about $1.20M)Nuveen ESG Large-Cap Value ETF 25,114 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBsw Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$115,631,070$7,351,471 ▲6.8%186,23115.8%ETFAVDEAvantis International Equity ETF$46,018,243$1,863,350 ▲4.2%621,7846.3%ETFAVUSAvantis U.S. Equity ETF$36,890,019$2,344,366 ▲6.8%365,9005.1%ETFVTEBVanguard Tax-Exempt Bond ETF$31,612,839$5,241,701 ▼-14.2%644,7654.3%ETFVGITVanguard Intermediate-Term Treasury ETF$29,937,737$2,194,191 ▲7.9%500,5474.1%ETFSPYSPDR S&P 500 ETF Trust$29,335,425$526,407 ▲1.8%47,4804.0%FinanceIDEViShares Core MSCI International Developed Markets ETF$23,978,858$1,007,607 ▲4.4%315,3453.3%ETFAAPLApple$19,874,773$852,069 ▼-4.1%96,8702.7%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$14,396,238$977,519 ▲7.3%210,0412.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,923,035$40,520 ▼-0.3%231,9351.9%ETFAORiShares Core 60/40 Balanced Allocation ETF$13,095,062$2,650,278 ▲25.4%212,6861.8%ETFIEFAiShares Core MSCI EAFE ETF$11,717,914$2,417,329 ▼-17.1%140,3681.6%ETFNVDANVIDIA$11,334,689$175,843 ▲1.6%71,7431.6%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$10,392,434$588,409 ▲6.0%194,0871.4%ETFIAUiShares Gold Trust$9,567,832$227,614 ▲2.4%153,4291.3%FinanceVEAVanguard FTSE Developed Markets ETF$8,315,349$1,281,012 ▲18.2%145,8581.1%ETFAVUVAvantis U.S. Small Cap Value ETF$7,980,729$1,599,261 ▲25.1%87,6041.1%ETFMSFTMicrosoft$7,885,874$963,973 ▼-10.9%15,8541.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$7,883,010$768,941 ▲10.8%25,9371.1%ETFMUBiShares National Muni Bond ETF$7,822,163$5,160,446 ▲193.9%74,8681.1%ETFESGVVanguard ESG U.S. Stock ETF$7,585,114$1,433,653 ▲23.3%69,1821.0%ETFAMZNAmazon.com$6,851,282$55,944 ▼-0.8%31,2290.9%Retail/WholesaleVOOVanguard S&P 500 ETF$6,835,304$348,781 ▼-4.9%12,0330.9%ETFMGVVanguard Mega Cap Value ETF$6,195,789$2,220,954 ▼-26.4%47,2240.8%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$5,929,150$659,618 ▲12.5%27,9910.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$5,489,707$677,983 ▼-11.0%61,5300.8%ManufacturingEFAiShares MSCI EAFE ETF$5,471,686$607,945 ▼-10.0%61,2110.7%FinanceGOOGAlphabet$5,048,065$225,289 ▼-4.3%28,4570.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,769,196$184,137 ▼-3.7%76,8980.7%ETFIWMiShares Russell 2000 ETF$4,295,521$1,204,110 ▼-21.9%19,9060.6%FinancePGProcter & Gamble$4,183,683$12,586 ▼-0.3%26,2600.6%Consumer StaplesAVGOBroadcom$4,021,120$23,154 ▼-0.6%14,5880.6%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$4,021,074$1,052,653 ▼-20.7%95,9340.6%ETFACWIiShares MSCI ACWI ETF$3,974,621$6,173 ▲0.2%30,9070.5%ManufacturingMETAMeta Platforms$3,566,020$46,504 ▲1.3%4,8310.5%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$3,537,454$439,340 ▼-11.0%86,8300.5%ETFJPMJPMorgan Chase & Co.$3,472,421$7,537 ▼-0.2%11,9780.5%FinanceXVViShares ESG Select Screened S&P 500 ETF$3,348,088$752,529 ▼-18.4%70,2070.5%ETFGOOGLAlphabet$3,252,181$191,388 ▼-5.6%18,4540.4%Computer and TechnologyLLYEli Lilly and Company$2,711,879$86,524 ▼-3.1%3,4790.4%MedicalLINDE PLC$2,564,570$40,350 ▲1.6%5,4660.4%SHSBRK.BBerkshire Hathaway$2,448,259$117,070 ▲5.0%5,0400.3%FinanceSCHFSchwab International Equity ETF$2,444,833$94,544 ▼-3.7%110,6260.3%ETFDELLDell Technologies$2,400,159$257,094 ▲12.0%19,5770.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,374,517$243,491 ▼-9.3%48,0090.3%ETFVVisa$2,368,554$101,900 ▲4.5%6,6710.3%Business ServicesXLKTechnology Select Sector SPDR Fund$2,306,702$1,404,938 ▲155.8%9,1090.3%ETFTSMTaiwan Semiconductor Manufacturing$2,200,707$60,017 ▲2.8%9,7170.3%Computer and TechnologyVTVanguard Total World Stock ETF$2,062,673$72,616 ▲3.6%16,0490.3%ETFQQQInvesco QQQ$2,031,466$14,893 ▲0.7%3,6830.3%FinancePEPPepsiCo$2,019,547$6,602 ▲0.3%15,2950.3%Consumer StaplesKOCocaCola$2,007,469$18,395 ▼-0.9%28,3740.3%Consumer StaplesWDWalker & Dunlop$1,978,8670.0%28,0770.3%FinanceEEMiShares MSCI Emerging Markets ETF$1,954,206$336,426 ▼-14.7%40,5100.3%FinanceORCLOracle$1,863,916$380,654 ▼-17.0%8,5250.3%Computer and TechnologyABBVAbbVie$1,800,874$49,003 ▼-2.6%9,7020.2%MedicalDISWalt Disney$1,790,201$3,472 ▲0.2%14,4360.2%Consumer DiscretionaryTRVTravelers Companies$1,778,856$44,411 ▲2.6%6,6490.2%FinanceIWFiShares Russell 1000 Growth ETF$1,706,3200.0%4,0190.2%ETFABTAbbott Laboratories$1,705,731$2,040 ▼-0.1%12,5410.2%MedicalNFLXNetflix$1,668,556$4,017 ▼-0.2%1,2460.2%Consumer DiscretionaryHDHome Depot$1,651,083$81,766 ▼-4.7%4,5030.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,640,096$196,049 ▼-10.7%68,8250.2%ETFVBRVanguard Small-Cap Value ETF$1,510,937$351,018 ▲30.3%7,7480.2%ETFINTUIntuit$1,510,423$8,662 ▲0.6%1,9180.2%Computer and TechnologyPFEPfizer$1,504,004$197,872 ▼-11.6%62,0460.2%MedicalMRKMerck & Co., Inc.$1,418,110$72,196 ▼-4.8%17,9140.2%MedicalMAMastercard$1,384,439$112,373 ▲8.8%2,4640.2%Business ServicesCOSTCostco Wholesale$1,339,835$2,971 ▼-0.2%1,3530.2%Retail/WholesaleAXPAmerican Express$1,294,459$9,570 ▲0.7%4,0580.2%FinanceAMDAdvanced Micro Devices$1,288,660$15,752 ▲1.2%9,0810.2%Computer and TechnologyUNPUnion Pacific$1,255,125$2,761 ▼-0.2%5,4550.2%TransportationIBMInternational Business Machines$1,231,410$1,231,410 ▲New Holding4,1770.2%Computer and TechnologyNIAGEN BIOSCIENCE INC$1,224,850$45,435 ▲3.9%85,0000.2%COM NEWINTCIntel$1,217,518$47,511 ▲4.1%54,3530.2%Computer and TechnologyDOVDover$1,185,364$9,345 ▲0.8%6,4690.2%IndustrialsWMTWalmart$1,163,832$3,911 ▲0.3%11,9030.2%Retail/WholesaleADPAutomatic Data Processing$1,143,343$16,038 ▼-1.4%3,7070.2%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,127,152$353,578 ▲45.7%27,2720.2%ETFCRMSalesforce$1,112,030$46,357 ▲4.4%4,0780.2%Computer and TechnologyLAM RESEARCH CORP$1,102,608$29,884 ▲2.8%11,3270.2%COM NEWBKNGBooking$1,100,596$23,170 ▼-2.1%1900.2%Retail/WholesaleACNAccenture$1,093,235$134,488 ▼-11.0%3,6580.1%Computer and TechnologyVBVanguard Small-Cap ETF$1,089,314$218,953 ▼-16.7%4,5970.1%ETFGLDSPDR Gold Shares$1,089,158$10,669 ▼-1.0%3,5730.1%FinanceTAT&T$1,080,842$4,081 ▼-0.4%37,3480.1%Computer and TechnologyXOMExxon Mobil$1,052,449$374,173 ▼-26.2%9,7630.1%EnergyUBERUber Technologies$1,022,436$6,717 ▼-0.7%10,9590.1%Computer and TechnologyGSThe Goldman Sachs Group$1,018,151$7,075 ▲0.7%1,4390.1%FinanceNOWServiceNow$1,017,799$159,352 ▲18.6%9900.1%Computer and TechnologyTJXTJX Companies$1,015,496$6,051 ▼-0.6%8,2230.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$999,8960.0%5,1480.1%ETFVBKVanguard Small-Cap Growth ETF$970,7700.0%3,5050.1%ETFSPGIS&P Global$961,653$4,745 ▼-0.5%1,8240.1%FinanceLUMNLumen Technologies$942,042$152,840 ▲19.4%215,0780.1%UtilitiesCATCaterpillar$936,983$4,270 ▼-0.5%2,4140.1%IndustrialsBSXBoston Scientific$930,922$20,193 ▲2.2%8,6670.1%MedicalVVVanguard Large-Cap ETF$927,2250.0%3,2500.1%ETFIBNICICI Bank$909,668$38,855 ▲4.5%27,0410.1%FinanceBXBlackstone$908,874$17,352 ▲1.9%6,0760.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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