Institutions / BSW Wealth Partners
BSW Wealth Partners
CIK 1512601 · Institution · as of Dec 31, 2025
Portfolio value
$833.38M
Positions
322
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 322 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $125.27M | 15.0% |
| American Centy ETF Tr | $51.36M | 6.2% |
| American Centy ETF Tr | $40.59M | 4.9% |
| Vanguard Scottsdale Fds | $33.80M | 4.1% |
| SPDR S&P 500 ETF Tr | $31.78M | 3.8% |
| Vanguard Mun Bd Fds | $30.96M | 3.7% |
| iShares MSCI UAE ETF | $28.10M | 3.4% |
| Apple Inc. | $26.32M | 3.2% |
| Trimble Inc. | $16.55M | 2.0% |
| iShares Tr | $16.11M | 1.9% |
| American Centy ETF Tr | $16.07M | 1.9% |
| iShares Inc | $15.37M | 1.8% |
| NVIDIA Corp | $12.71M | 1.5% |
| iShares Gold Tr | $12.52M | 1.5% |
| American Century ETF Trust | $11.26M | 1.4% |
| iShares Tr | $11.24M | 1.3% |
| iShares Tr | $10.64M | 1.3% |
| Vanguard Tax-Managed Fds | $9.47M | 1.1% |
| American Centy ETF Tr | $9.36M | 1.1% |
| Alphabet Inc. | $9.21M | 1.1% |
| iShares Tr | $9.12M | 1.1% |
| Vanguard Index Fds | $8.89M | 1.1% |
| Bluerock Private Real Estate FundBPRE | $8.28M | 1.0% |
| Vanguard Index Fds | $7.38M | 0.9% |
| Vanguard World Fd | $7.27M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.