Bsw Wealth Partners Top Holdings and 13F Report (2025) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $802.88 million in total holdings as of September 30, 2025.Bsw Wealth Partners owns shares of 324 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 5.26% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 318 new stocks and bought additional shares in 145 stocks.Bsw Wealth Partners sold shares of 116 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $129,172,653Avantis International Equity ETF $51,132,575Avantis U.S. Equity ETF $41,579,322Vanguard Intermediate-Term Treasury ETF $32,462,588Vanguard Tax-Exempt Bond ETF $32,115,131 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $4,144,765 Holding030420103 - American Water Works $695,958 Holding98419M100 - Xylem $559,531 Holding37733W204 - GSK $484,114 Holding832696405 - J. M. Smucker $461,304 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 6,766 shares (about $4.53M)PALANTIR TECHNOLOGIES INC 22,721 shares (about $4.14M)iShares Core MSCI International Developed Markets ETF 31,662 shares (about $2.54M)Vanguard Intermediate-Term Treasury ETF 40,226 shares (about $2.41M)Avantis International Equity ETF 26,284 shares (about $2.07M) Largest Sales this Quarter Amazon.com 4,865 shares (about $1.07M)Intel 19,567 shares (about $656.48K)iShares National Muni Bond ETF 5,753 shares (about $612.64K)Vanguard ESG U.S. Stock ETF 5,101 shares (about $604.17K)Dell Technologies 4,184 shares (about $593.17K) 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$129,172,653$4,528,475 ▲3.6%192,99716.1%ETFAVDEAvantis International Equity ETF$51,132,575$2,073,808 ▲4.2%648,0686.4%ETFAVUSAvantis U.S. Equity ETF$41,579,322$1,805,944 ▲4.5%382,5145.2%ETFVGITVanguard Intermediate-Term Treasury ETF$32,462,588$2,414,766 ▲8.0%540,7734.0%ETFVTEBVanguard Tax-Exempt Bond ETF$32,115,131$168,235 ▼-0.5%641,4054.0%ETFSPYSPDR S&P 500 ETF Trust$31,611,774$18,653 ▼-0.1%47,4523.9%FinanceIDEViShares Core MSCI International Developed Markets ETF$27,819,577$2,538,345 ▲10.0%347,0073.5%ETFAAPLApple$24,803,712$137,755 ▲0.6%97,4113.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$16,340,137$563,927 ▲3.6%217,5492.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$15,901,330$612,198 ▲4.0%241,2222.0%ETFAORiShares Core 60/40 Balanced Allocation ETF$15,171,969$1,479,258 ▲10.8%235,6631.9%ETFNVDANVIDIA$13,218,681$167,176 ▼-1.2%70,8471.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$12,085,183$170,342 ▼-1.4%138,4171.5%ETFAVESAvantis Emerging Markets Value ETF$11,495,658$360,858 ▲3.2%200,3771.4%ETFIAUiShares Gold Trust$11,230,740$65,711 ▲0.6%154,3321.4%FinanceAVUVAvantis U.S. Small Cap Value ETF$9,365,246$646,047 ▲7.4%94,0951.2%ETFVEAVanguard FTSE Developed Markets ETF$8,773,908$34,094 ▲0.4%146,4271.1%ETFVTIVanguard Total Stock Market ETF$8,559,515$47,912 ▲0.6%26,0831.1%ETFMSFTMicrosoft$8,037,938$173,510 ▼-2.1%15,5191.0%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$7,589,797$604,166 ▼-7.4%64,0810.9%ETFMUBiShares National Muni Bond ETF$7,360,042$612,636 ▼-7.7%69,1150.9%ETFVOOVanguard S&P 500 ETF$7,227,021$141,454 ▼-1.9%11,8020.9%ETFGOOGAlphabet$7,112,069$181,443 ▲2.6%29,2020.9%Computer and TechnologyCRBNiShares MSCI ACWI Low Carbon Target ETF$6,833,193$482,786 ▲7.6%30,1190.9%ETFMGVVanguard Mega Cap Value ETF$5,941,829$562,806 ▼-8.7%43,1380.7%ETFAMZNAmazon.com$5,788,696$1,068,199 ▼-15.6%26,3640.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$5,483,598$231,650 ▼-4.1%58,7300.7%FinanceESGDiShares ESG Aware MSCI EAFE ETF$5,341,330$379,730 ▼-6.6%57,4460.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$4,938,455$79,878 ▼-1.6%75,6740.6%ETFAVGOBroadcom$4,892,452$79,836 ▲1.7%14,8300.6%Computer and TechnologyIWMiShares Russell 2000 ETF$4,707,868$108,641 ▼-2.3%19,4570.6%FinanceGOOGLAlphabet$4,383,198$103,077 ▼-2.3%18,0300.5%Computer and TechnologyACWIiShares MSCI ACWI ETF$4,285,696$13,133 ▲0.3%31,0020.5%ManufacturingNULVNuveen ESG Large-Cap Value ETF$4,178,817$25,683 ▼-0.6%95,3480.5%ETFPALANTIR TECHNOLOGIES INC$4,144,765$4,144,765 ▲New Holding22,7210.5%CL APGProcter & Gamble$4,129,328$94,494 ▲2.3%26,8750.5%Consumer StaplesMETAMeta Platforms$3,923,391$375,300 ▲10.6%5,3420.5%Computer and TechnologyJPMJPMorgan Chase & Co.$3,778,552$315 ▲0.0%11,9790.5%FinanceNUSCNuveen ESG Small-Cap ETF$3,727,553$101,651 ▼-2.7%84,5250.5%ETFXVViShares ESG Select Screened S&P 500 ETF$3,289,475$327,675 ▼-9.1%63,8470.4%ETFTSMTaiwan Semiconductor Manufacturing$2,762,104$48,316 ▲1.8%9,8900.3%Computer and TechnologyLLYEli Lilly and Company$2,747,543$93,085 ▲3.5%3,6010.3%MedicalVTVanguard Total World Stock ETF$2,621,626$410,090 ▲18.5%19,0250.3%ETFLINDE PLC$2,605,417$9,025 ▲0.3%5,4850.3%SHSBRK.BBerkshire Hathaway$2,570,488$36,700 ▲1.4%5,1130.3%FinanceVWOVanguard FTSE Emerging Markets ETF$2,560,423$40,689 ▼-1.6%47,2580.3%ETFSCHFSchwab International Equity ETF$2,535,284$40,088 ▼-1.6%108,9040.3%ETFABBVAbbVie$2,508,070$261,643 ▲11.6%10,8320.3%MedicalXLKTechnology Select Sector SPDR Fund$2,482,093$85,405 ▼-3.3%8,8060.3%ETFORCLOracle$2,337,098$60,466 ▼-2.5%8,3100.3%Computer and TechnologyVVisa$2,317,887$40,623 ▲1.8%6,7900.3%Business ServicesKOCocaCola$2,195,306$313,558 ▲16.7%33,1020.3%Consumer StaplesQQQInvesco QQQ$2,189,900$21,011 ▼-1.0%3,6480.3%FinanceDELLDell Technologies$2,182,297$593,174 ▼-21.4%15,3930.3%Computer and TechnologyPEPPepsiCo$2,134,262$13,763 ▼-0.6%15,1970.3%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$2,087,135$76,095 ▼-3.5%39,0850.3%FinanceHDHome Depot$1,905,439$81,031 ▲4.4%4,7030.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,882,4660.0%4,0190.2%ETFNFLXNetflix$1,825,956$332,101 ▲22.2%1,5230.2%Consumer DiscretionaryTRVTravelers Companies$1,796,463$60,031 ▼-3.2%6,4340.2%FinanceSCHBSchwab US Broad Market ETF$1,700,736$68,748 ▼-3.9%66,1510.2%ETFABTAbbott Laboratories$1,700,724$21,028 ▲1.3%12,6980.2%MedicalVBRVanguard Small-Cap Value ETF$1,695,143$78,058 ▲4.8%8,1220.2%ETFDISWalt Disney$1,663,145$10,191 ▲0.6%14,5250.2%Consumer DiscretionaryPFEPfizer$1,637,621$56,693 ▲3.6%64,2710.2%MedicalLAM RESEARCH CORP$1,582,890$66,149 ▲4.4%11,8210.2%COM NEWMAMastercard$1,493,599$92,141 ▲6.6%2,6260.2%Business ServicesMRKMerck & Co., Inc.$1,487,149$16,366 ▼-1.1%17,7190.2%MedicalAMDAdvanced Micro Devices$1,477,542$8,252 ▲0.6%9,1320.2%Computer and TechnologyAXPAmerican Express$1,412,174$64,114 ▲4.8%4,2510.2%FinanceINTUIntuit$1,373,172$63,503 ▲4.8%2,0110.2%Computer and TechnologyGLDSPDR Gold Shares$1,270,0950.0%3,5730.2%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,268,597$39,175 ▲3.2%28,1410.2%ETFCOSTCostco Wholesale$1,256,008$3,702 ▲0.3%1,3570.2%Retail/WholesaleGILDGilead Sciences$1,206,853$782,407 ▲184.3%10,8730.2%MedicalTSLATesla$1,203,413$8,005 ▼-0.7%2,7060.1%Auto/Tires/TrucksGSThe Goldman Sachs Group$1,196,015$50,166 ▲4.4%1,5020.1%FinanceWMTWalmart$1,195,613$31,124 ▼-2.5%11,6010.1%Retail/WholesaleCATCaterpillar$1,192,695$41,029 ▲3.6%2,5000.1%IndustrialsUNPUnion Pacific$1,183,552$105,898 ▼-8.2%5,0070.1%TransportationIBMInternational Business Machines$1,173,371$5,078 ▼-0.4%4,1590.1%Computer and TechnologyINTCIntel$1,167,086$656,482 ▼-36.0%34,7860.1%Computer and TechnologyVBVanguard Small-Cap ETF$1,166,293$2,543 ▼-0.2%4,5870.1%ETFLUMNLumen Technologies$1,132,678$183,600 ▼-13.9%185,0780.1%UtilitiesADPAutomatic Data Processing$1,099,445$11,446 ▲1.1%3,7460.1%Computer and TechnologyTAT&T$1,095,171$40,468 ▲3.8%38,7810.1%Computer and TechnologyBXBlackstone$1,081,003$42,885 ▲4.1%6,3270.1%FinanceTJXTJX Companies$1,072,074$116,502 ▼-9.8%7,4170.1%Retail/WholesaleXOMExxon Mobil$1,057,718$43,071 ▼-3.9%9,3810.1%EnergyWELLWelltower$1,056,045$205,045 ▲24.1%5,9280.1%FinanceIWDiShares Russell 1000 Value ETF$1,048,0820.0%5,1480.1%ETFBKNGBooking$1,031,948$5,403 ▲0.5%1910.1%Retail/WholesaleUBERUber Technologies$1,018,848$54,763 ▼-5.1%10,4000.1%Computer and TechnologyASMLASML$1,012,599$36,787 ▲3.8%1,0460.1%Computer and TechnologyJNJJohnson & Johnson$1,007,453$4,636 ▲0.5%5,4330.1%MedicalVVVanguard Large-Cap ETF$1,000,5450.0%3,2500.1%ETFVBKVanguard Small-Cap Growth ETF$996,022$47,019 ▼-4.5%3,3470.1%ETFLOWLowe's Companies$977,630$328,474 ▲50.6%3,8900.1%Retail/WholesaleCRMSalesforce$966,5450.0%4,0780.1%Computer and TechnologyQCOMQUALCOMM$966,005$17,966 ▲1.9%5,8070.1%Computer and TechnologyShowing 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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