Bsw Wealth Partners Top Holdings and 13F Report (2026) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $819.44 million in total holdings as of March 31, 2026.Bsw Wealth Partners owns shares of 312 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 322 new stocks and bought additional shares in 129 stocks.Bsw Wealth Partners sold shares of 134 stocks and completely divested from 36 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $119,255,021Avantis International Equity ETF $52,033,213Avantis U.S. Equity ETF $40,633,447Vanguard Intermediate-Term Treasury ETF $33,102,896Vanguard Tax-Exempt Bond ETF $31,407,615 Largest New Holdings this Quarter 29444U700 - Equinix $482,328 Holding78440P306 - SK Telecom $427,898 Holding958102105 - Western Digital $396,559 Holding665859104 - Northern Trust $328,501 Holding12503M108 - Cboe Global Markets $318,768 Holding Largest Purchases this Quarter Apple 13,978 shares (about $3.55M)iShares MSCI ACWI Low Carbon Target ETF 7,602 shares (about $1.69M)Vanguard Tax-Exempt Bond ETF 13,964 shares (about $696.66K)Amazon.com 3,123 shares (about $650.42K)SAP 3,654 shares (about $625.63K) Largest Sales this Quarter Avantis International Equity ETF 10,593 shares (about $898.71K)NVIDIA 5,018 shares (about $875.14K)Gilead Sciences 4,561 shares (about $635.70K)iShares Core MSCI EAFE ETF 5,764 shares (about $521.82K)iShares National Muni Bond ETF 4,718 shares (about $500.82K) 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$119,255,021$211,640 ▼-0.2%182,56814.6%ETFAVDEAvantis International Equity ETF$52,033,213$898,710 ▼-1.7%613,3106.3%ETFAVUSAvantis U.S. Equity ETF$40,633,447$256,381 ▲0.6%365,4745.0%ETFVGITVanguard Intermediate-Term Treasury ETF$33,102,896$486,881 ▼-1.4%555,8844.0%ETFVTEBVanguard Tax-Exempt Bond ETF$31,407,615$696,664 ▲2.3%629,5373.8%ETFSPYSPDR S&P 500 ETF Trust$30,149,209$157,383 ▼-0.5%46,3593.7%FinanceIDEViShares Core MSCI International Developed Markets ETF$28,583,788$114,407 ▲0.4%342,0343.5%ETFAAPLApple$28,116,101$3,547,474 ▲14.4%110,7853.4%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$16,639,840$174,617 ▼-1.0%206,5012.0%ETFAORiShares Core 60/40 Balanced Allocation ETF$16,193,856$247,168 ▲1.5%251,6532.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$15,654,875$296,646 ▼-1.9%224,4431.9%ETFTRMBTrimble$13,758,116$17,677 ▼-0.1%210,9171.7%IndustrialsIAUiShares Gold Trust$13,537,321$61,095 ▼-0.4%153,5541.7%FinanceAVESAvantis Emerging Markets Value ETF$11,547,663$38,567 ▼-0.3%192,5251.4%ETFNVDANVIDIA$11,006,440$875,144 ▼-7.4%63,1101.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$10,850,786$521,817 ▼-4.6%119,8581.3%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$10,504,166$1,693,803 ▲19.2%47,1441.3%ETFAVUVAvantis U.S. Small Cap Value ETF$10,147,488$7,843 ▲0.1%91,8571.2%ETFMUBiShares National Muni Bond ETF$10,045,612$500,816 ▼-4.7%94,6361.2%ETFVEAVanguard FTSE Developed Markets ETF$9,476,929$234,405 ▼-2.4%147,8921.2%ETFBLUEROCK PVT REAL ESTATE FD$8,885,890$284,064 ▼-3.1%534,9721.1%COMVTIVanguard Total Stock Market ETF$8,383,449$127,041 ▼-1.5%26,1321.0%ETFGOOGAlphabet$8,352,590$64,831 ▼-0.8%29,1171.0%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$6,691,292$56,360 ▼-0.8%59,6000.8%ETFVOOVanguard S&P 500 ETF$6,561,730$475,055 ▼-6.8%10,9810.8%ETFAMZNAmazon.com$5,955,435$650,422 ▲12.3%28,5950.7%Retail/WholesaleMSFTMicrosoft$5,775,749$602,265 ▲11.6%15,6030.7%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,399,179$226,411 ▼-4.0%55,5870.7%FinanceESGDiShares ESG Aware MSCI EAFE ETF$5,299,835$157,486 ▼-2.9%55,4260.6%ManufacturingGOOGLAlphabet$5,140,919$153,267 ▲3.1%17,8780.6%Computer and TechnologyMGVVanguard Mega Cap Value ETF$4,970,336$308,744 ▼-5.8%34,2900.6%ETFIJHiShares Core S&P Mid-Cap ETF$4,776,693$80,159 ▼-1.7%70,7340.6%ETFIWMiShares Russell 2000 ETF$4,650,244$62,000 ▲1.4%18,7510.6%FinanceAVGOBroadcom$4,376,485$40,236 ▲0.9%14,1400.5%Computer and TechnologyACWIiShares MSCI ACWI ETF$4,288,968$4,151 ▼-0.1%30,9960.5%ManufacturingNULVNuveen ESG Large-Cap Value ETF$3,933,202$212,303 ▼-5.1%86,4440.5%ETFPGProcter & Gamble$3,649,652$26,288 ▼-0.7%25,2680.4%Consumer StaplesNUSCNuveen ESG Small-Cap ETF$3,620,617$111,794 ▼-3.0%80,3510.4%ETFJPMJPMorgan Chase & Co.$3,402,306$72,659 ▲2.2%11,5660.4%FinanceTSMTaiwan Semiconductor Manufacturing$3,348,905$51,709 ▲1.6%9,9090.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,224,451$6,144 ▲0.2%22,0430.4%CL ALLYEli Lilly and Company$3,185,466$145,337 ▼-4.4%3,4630.4%MedicalDELLDell Technologies$3,177,615$310,868 ▼-8.9%19,3600.4%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$3,090,0320.0%62,7800.4%ETFMETAMeta Platforms$3,068,081$151,030 ▲5.2%5,3630.4%Computer and TechnologyVTVanguard Total World Stock ETF$2,977,946$191,162 ▲6.9%21,5290.4%ETFLINDE PLC$2,681,135$16,360 ▼-0.6%5,4080.3%SHSVWOVanguard FTSE Emerging Markets ETF$2,660,776$14,810 ▲0.6%49,2280.3%ETFBRK.BBerkshire Hathaway$2,426,1690.0%5,0630.3%FinanceSCHFSchwab International Equity ETF$2,366,132$265,321 ▼-10.1%95,6010.3%ETFKOCocaCola$2,340,142$22,055 ▼-0.9%30,7710.3%Consumer StaplesABBVAbbVie$2,282,866$36,757 ▲1.6%10,4960.3%MedicalPEPPepsiCo$2,278,774$39,445 ▲1.8%14,6740.3%Consumer StaplesLAM RESEARCH CORP$2,243,963$238,883 ▼-9.6%10,5020.3%COM NEWXLKTechnology Select Sector SPDR Fund$2,190,740$149,912 ▼-6.4%16,4840.3%ETFEEMiShares MSCI Emerging Markets ETF$2,177,722$33,109 ▼-1.5%38,3470.3%FinanceMRKMerck & Co., Inc.$2,164,478$80,473 ▼-3.6%17,9940.3%MedicalVVisa$2,065,993$11,787 ▲0.6%6,8360.3%Business ServicesQQQInvesco QQQ$1,971,310$73,311 ▲3.9%3,4150.2%FinancePFEPfizer$1,894,628$272,879 ▲16.8%67,4730.2%MedicalMATTHEWS INTL FDS$1,823,302$202,955 ▲12.5%58,6910.2%EMERGING MARKETSVBRVanguard Small-Cap Value ETF$1,788,837$298,502 ▲20.0%8,2340.2%ETFTRVTravelers Companies$1,757,988$61,837 ▼-3.4%6,0270.2%FinanceCATCaterpillar$1,732,646$23,376 ▲1.4%2,4460.2%IndustrialsIWFiShares Russell 1000 Growth ETF$1,715,7670.0%4,0240.2%ETFAMDAdvanced Micro Devices$1,713,179$22,989 ▲1.4%8,4210.2%Computer and TechnologySCHBSchwab US Broad Market ETF$1,593,742$2,435 ▼-0.2%63,4960.2%ETFNFLXNetflix$1,557,054$122,399 ▲8.5%16,1940.2%Consumer DiscretionaryINTCIntel$1,516,813$123,301 ▲8.8%34,3710.2%Computer and TechnologyAMATApplied Materials$1,494,506$125,425 ▼-7.7%4,3730.2%Computer and TechnologyXOMExxonMobil$1,468,453$38,344 ▲2.7%8,6550.2%EnergyHDHome Depot$1,450,808$4,605 ▼-0.3%4,4110.2%Retail/WholesaleWALMART INC$1,436,179$11,807 ▲0.8%11,5560.2%COMASMLASML$1,351,286$19,814 ▼-1.4%1,0230.2%Computer and TechnologyTJXTJX Companies$1,344,638$35,772 ▼-2.6%8,4200.2%Retail/WholesaleDISWalt Disney$1,344,293$45,876 ▼-3.3%13,9480.2%Consumer DiscretionaryJNJJohnson & Johnson$1,342,517$45,712 ▲3.5%5,4920.2%MedicalGSThe Goldman Sachs Group$1,300,407$34,689 ▲2.7%1,5370.2%FinanceAXPAmerican Express$1,300,272$5,142 ▲0.4%4,2990.2%FinanceORCLOracle$1,274,800$100,766 ▲8.6%8,6660.2%Computer and TechnologyCOSTCostco Wholesale$1,274,157$11,955 ▲0.9%1,2790.2%Retail/WholesaleMAMastercard$1,265,982$45,963 ▼-3.5%2,5340.2%Business ServicesESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,258,256$156,624 ▼-11.1%26,7600.2%ETFABTAbbott Laboratories$1,230,803$13,142 ▼-1.1%11,9880.2%MedicalGLDSPDR Gold Shares$1,219,873$348,965 ▼-22.2%2,8350.1%FinanceDIGITALOCEAN HLDGS INC$1,197,146$145,826 ▼-10.9%13,9560.1%COMWELLWelltower$1,189,572$55,950 ▼-4.5%6,0170.1%FinanceGE VERNOVA INC$1,176,678$64,595 ▼-5.2%1,3480.1%COMUNPUnion Pacific$1,145,958$10,676 ▼-0.9%4,7230.1%TransportationIWDiShares Russell 1000 Value ETF$1,099,9740.0%5,1480.1%ETFBKBNY$1,087,106$28,708 ▲2.7%9,1640.1%FinanceMSMorgan Stanley$1,085,241$87,063 ▲8.7%6,5940.1%FinanceMUMicron Technology$1,068,498$122,288 ▲12.9%3,1630.1%Computer and TechnologyVBVanguard Small-Cap ETF$1,036,588$111,830 ▼-9.7%3,9580.1%ETFCVXChevron$1,031,284$28,762 ▲2.9%4,9840.1%EnergyTSLATesla$1,027,146$9,294 ▲0.9%2,7630.1%Auto/Tires/TrucksSNPSSynopsys$1,019,747$61,454 ▲6.4%2,5720.1%Computer and TechnologyGRUPO CIBEST SA$981,261$48,928 ▼-4.7%13,4770.1%SPON ADSVVVanguard Large-Cap ETF$971,2630.0%3,2500.1%ETFWABWabtec$967,914$27,490 ▼-2.8%3,8730.1%TransportationShowing 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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