BSW Wealth Partners
All holdings · as of Dec 31, 2025
| 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% |
| MICROSOFT CORP | $6.76M | 0.8% |
| Amazon.com Inc | $5.88M | 0.7% |
| ISHARES TR | $5.56M | 0.7% |
| Alphabet Inc. | $5.43M | 0.7% |
| ISHARES TR | $5.43M | 0.7% |
| VANGUARD WORLD FD | $5.14M | 0.6% |
| Broadcom Inc. | $4.85M | 0.6% |
| ISHARES TR | $4.75M | 0.6% |
| ISHARES TR | $4.55M | 0.5% |
| ISHARES TR | $4.39M | 0.5% |
| NUSHARES ETF TR | $4.10M | 0.5% |
| Palantir Technologies Inc | $3.91M | 0.5% |
| ELI LILLY & Co | $3.89M | 0.5% |
| NUSHARES ETF TR | $3.70M | 0.4% |
| PROCTER & GAMBLE Co | $3.65M | 0.4% |
| JPMORGAN CHASE & CO | $3.65M | 0.4% |
| Meta Platforms Inc | $3.37M | 0.4% |
| ISHARES TR | $3.31M | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $2.96M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $2.84M | 0.3% |
| Dell Technologies Inc. | $2.68M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $2.63M | 0.3% |
| SCHWAB STRATEGIC TR | $2.56M | 0.3% |
| Warren E. Buffett | $2.54M | 0.3% |
| SELECT SECTOR SPDR TR | $2.54M | 0.3% |