Bsw Wealth Partners Top Holdings and 13F Report (2026) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $899.23 million in total holdings as of June 30, 2026.Bsw Wealth Partners owns shares of 331 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 312 new stocks and bought additional shares in 99 stocks.Bsw Wealth Partners sold shares of 183 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $131,762,909Avantis International Equity ETF $53,452,194Avantis U.S. Equity ETF $45,780,394Vanguard Tax-Exempt Bond ETF $37,302,873Vanguard Intermediate-Term Treasury ETF $36,902,983 Largest New Holdings this Quarter 22041X102 - Corsair Gaming $1,276,440 Holding573874104 - Marvell Technology $571,088 HoldingN97284108 - Yandex $394,095 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $379,909 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $368,287 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 107,965 shares (about $5.46M)Vanguard Intermediate-Term Treasury ETF 69,802 shares (about $4.12M)iShares MSCI ACWI Low Carbon Target ETF 8,199 shares (about $2.07M)iShares Core 60/40 Balanced Allocation ETF 25,313 shares (about $1.76M)iShares Russell 1000 Growth ETF 12,782 shares (about $1.59M) Largest Sales this Quarter iShares Core S&P 500 ETF 6,624 shares (about $4.96M)Dell Technologies 7,310 shares (about $3.15M)Advanced Micro Devices 3,633 shares (about $2.11M)DIGITALOCEAN HLDGS INC 12,500 shares (about $1.96M)Vanguard Mega Cap Value ETF 8,828 shares (about $1.44M) 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$131,762,909$4,960,655 â–¼-3.6%175,94414.7%ETFAVDEAvantis International Equity ETF$53,452,194$1,255,044 â–¼-2.3%599,2405.9%ETFAVUSAvantis U.S. Equity ETF$45,780,394$1,029,507 â–¼-2.2%357,4365.1%ETFVTEBVanguard Tax-Exempt Bond ETF$37,302,873$5,460,873 â–²17.1%737,5024.1%ETFVGITVanguard Intermediate-Term Treasury ETF$36,902,983$4,116,924 â–²12.6%625,6864.1%ETFSPYSPDR S&P 500 ETF Trust$34,699,291$79,904 â–²0.2%46,4663.9%FinanceAAPLApple$31,869,362$187,506 â–¼-0.6%110,1373.5%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$29,966,575$477,895 â–¼-1.6%336,6653.3%ETFAVEMAvantis Emerging Markets Equity ETF$20,346,204$420,890 â–²2.1%210,8632.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$19,249,121$1,759,252 â–²10.1%276,9662.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,507,209$85,657 â–¼-0.5%223,4092.1%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$14,000,110$2,074,100 â–²17.4%55,3431.6%ETFNVDANVIDIA$12,644,819$17,208 â–²0.1%63,1961.4%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$12,246,954$382,711 â–¼-3.0%186,6911.4%ETFAVUVAvantis U.S. Small Cap Value ETF$11,324,450$135,614 â–¼-1.2%90,7701.3%ETFIEFAiShares Core MSCI EAFE ETF$11,050,312$525,589 â–¼-4.5%114,4161.2%ETFIAUiShares Gold Trust$10,837,498$757,365 â–¼-6.5%143,5241.2%FinanceTRMBTrimble$10,794,016$717 â–¼0.0%210,9031.2%IndustrialsGOOGAlphabet$10,248,856$39,220 â–¼-0.4%29,0061.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$10,070,042$467,257 â–¼-4.4%141,3341.1%ETFMUBiShares National Muni Bond ETF$9,961,200$223,527 â–¼-2.2%92,5591.1%ETFVTIVanguard Total Stock Market ETF$8,847,346$822,604 â–¼-8.5%23,9091.0%ETFESGVVanguard ESG U.S. Stock ETF$7,834,163$47,342 â–¼-0.6%59,2420.9%ETFVOOVanguard S&P 500 ETF$7,374,434$167,585 â–¼-2.2%10,7370.8%ETFAMZNAmazon.com$6,650,251$165,172 â–¼-2.4%27,9020.7%Retail/WholesaleGOOGLAlphabet$6,599,084$210,130 â–²3.3%18,4660.7%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$5,738,159$39,788 â–²0.7%55,8130.6%ManufacturingMSFTMicrosoft$5,659,654$160,394 â–¼-2.8%15,1730.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,372,134$402,222 â–¼-7.0%51,7150.6%FinanceIJHiShares Core S&P Mid-Cap ETF$5,333,482$120,832 â–¼-2.2%69,1670.6%ETFAVGOBroadcom$5,264,406$77,062 â–¼-1.4%13,9360.6%Computer and TechnologyIWMiShares Russell 2000 ETF$5,202,307$431,447 â–¼-7.7%17,3150.6%FinanceDELLDell Technologies$5,199,267$3,154,078 â–¼-37.8%12,0500.6%Computer and TechnologyACWIiShares MSCI ACWI ETF$4,855,019$10,360 â–¼-0.2%30,9300.5%ManufacturingTSMTaiwan Semiconductor Manufacturing$4,797,043$64,948 â–²1.4%10,0450.5%Computer and TechnologyLAM RESEARCH CORP$4,424,090$126,526 â–¼-2.8%10,2100.5%COM NEWMGVVanguard Mega Cap Value ETF$4,161,764$1,442,937 â–¼-25.7%25,4620.5%ETFLLYEli Lilly and Company$4,066,524$87,568 â–¼-2.1%3,3900.5%MedicalJPMJPMorgan Chase & Co.$3,714,126$71,684 â–¼-1.9%11,3470.4%FinanceNUSCNuveen ESG Small-Cap ETF$3,570,690$617,205 â–¼-14.7%68,5090.4%ETFVTVanguard Total World Stock ETF$3,535,090$156,163 â–²4.6%22,5240.4%ETFINTCIntel$3,521,813$1,277,498 â–¼-26.6%25,2220.4%Computer and TechnologyMUMicron Technology$3,482,206$168,512 â–¼-4.6%3,0170.4%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$3,274,285$290,992 â–¼-8.2%57,6560.4%ETFXLKTechnology Select Sector SPDR Fund$3,140,5550.0%16,4840.3%ETFNULVNuveen ESG Large-Cap Value ETF$3,070,836$1,250,500 â–¼-28.9%61,4290.3%ETFAMATApplied Materials$3,052,413$109,170 â–¼-3.5%4,2220.3%Computer and TechnologyQQQInvesco QQQ$2,991,871$477,168 â–²19.0%4,0630.3%FinanceMETAMeta Platforms$2,889,465$131,237 â–¼-4.3%5,1300.3%Computer and TechnologyAMDAdvanced Micro Devices$2,781,668$2,110,652 â–¼-43.1%4,7880.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,743,458$194,947 â–¼-6.6%45,9620.3%ETFPGProcter & Gamble$2,668,126$1,037,189 â–¼-28.0%18,1950.3%Consumer StaplesABBVAbbVie$2,622,992$18,117 â–¼-0.7%10,4240.3%MedicalSCHFSchwab International Equity ETF$2,622,073$26,066 â–¼-1.0%94,6600.3%ETFCATCaterpillar$2,569,249$35,137 â–¼-1.3%2,4130.3%IndustrialsPALANTIR TECHNOLOGIES INC$2,562,074$9,684 â–¼-0.4%21,9600.3%CL AEEMiShares MSCI Emerging Markets ETF$2,557,213$66,084 â–¼-2.5%37,3810.3%FinanceKOCocaCola$2,496,948$3,820 â–¼-0.2%30,7240.3%Consumer StaplesBRK.BBerkshire Hathaway$2,393,844$139,608 â–¼-5.5%4,7840.3%FinanceVVisa$2,363,610$18,184 â–²0.8%6,8890.3%Business ServicesMRKMerck & Co., Inc.$2,259,043$53,199 â–¼-2.3%17,5800.3%MedicalMATTHEWS INTL FDS$2,172,440$321,939 â–¼-12.9%51,1160.2%EMER MA FUTU ETFVBRVanguard Small-Cap Value ETF$2,111,341$110,560 â–²5.5%8,6890.2%ETFIWFiShares Russell 1000 Growth ETF$2,086,782$1,587,126 â–²317.6%16,8060.2%ETFASMLASML$2,057,215$21,885 â–²1.1%1,0340.2%Computer and TechnologyTRVTravelers Companies$1,980,468$9,244 â–¼-0.5%5,9990.2%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,824,046$327,358 â–²21.9%32,6130.2%ETFSCHBSchwab US Broad Market ETF$1,812,602$26,238 â–¼-1.4%62,5900.2%ETFLINDE PLC$1,810,141$996,408 â–¼-35.5%3,4880.2%SHSASXASE Technology$1,678,144$80,584 â–¼-4.6%37,1930.2%Computer and TechnologyPFEPfizer$1,589,542$35,205 â–¼-2.2%66,0110.2%MedicalKLACKLA$1,550,609$1,385,561 â–²839.5%5,1390.2%Computer and TechnologyGE VERNOVA INC$1,530,857$52,869 â–¼-3.3%1,3030.2%COMPANWPalo Alto Networks$1,516,175$37,853 â–¼-2.4%4,4460.2%Computer and TechnologyGSThe Goldman Sachs Group$1,485,865$68,781 â–¼-4.4%1,4690.2%FinanceSNPSSynopsys$1,484,968$337,675 â–²29.4%3,3290.2%Computer and TechnologySTRLSterling Infrastructure$1,479,7920.0%1,7630.2%ConstructionAXPAmerican Express$1,394,212$59,868 â–¼-4.1%4,1220.2%FinanceHDHome Depot$1,354,850$200,653 â–¼-12.9%3,8420.2%Retail/WholesaleJNJJohnson & Johnson$1,335,765$58,916 â–¼-4.2%5,2600.1%MedicalDISWalt Disney$1,328,452$14,053 â–¼-1.0%13,8020.1%Consumer DiscretionaryWELLWelltower$1,323,443$42,216 â–¼-3.1%5,8310.1%FinancePEPPepsiCo$1,323,442$663,481 â–¼-33.4%9,7740.1%Consumer StaplesBANK OF NY MELLON CORP$1,311,030$14,172 â–¼-1.1%9,0660.1%COMMAMastercard$1,287,467$13,866 â–¼-1.1%2,5070.1%Business ServicesUNPUnion Pacific$1,283,646$1,088 â–¼-0.1%4,7190.1%TransportationCRSRCorsair Gaming$1,276,440$1,276,440 â–²New Holding132,0000.1%Consumer DiscretionaryWALMART INC$1,275,647$33,185 â–¼-2.5%11,2630.1%COMCOSTCostco Wholesale$1,253,539$57,064 â–²4.8%1,3400.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$1,235,909$12,122 â–¼-1.0%5,0980.1%ETFTJXTJX Companies$1,197,482$78,176 â–¼-6.1%7,9040.1%Retail/WholesaleORCLOracle$1,184,233$85,729 â–¼-6.8%8,0810.1%Computer and TechnologyNFLXNetflix$1,169,675$13,423 â–²1.2%16,3820.1%Consumer DiscretionaryGLDSPDR Gold Shares$1,169,065$124,862 â–²12.0%3,1740.1%FinanceXOMExxonMobil$1,162,669$20,645 â–¼-1.7%8,5040.1%EnergyABTAbbott Laboratories$1,131,300$43,466 â–²4.0%12,4670.1%MedicalLUMNLumen Technologies$1,129,560$84,480 â–²8.1%147,0780.1%UtilitiesTSLATesla$1,128,323$33,644 â–¼-2.9%2,6830.1%Auto/Tires/TrucksCCitigroup$1,119,171$2,939 â–¼-0.3%7,9960.1%Financial ServicesVVVanguard Large-Cap ETF$1,117,7080.0%3,2500.1%ETFShowing largest 100 holdings. 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