Institutional Manager · CIK 0001512601
BSW Wealth Partners
BOULDER, CO · File #028-14299
Latest AUM
$833.4M
Positions
322
Top-10 Concentration
60.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025322 pos · $833.4M
- 13F COMBINATION REPORTQ/E Sep 2025324 pos · $802.9M
- 13F COMBINATION REPORTQ/E Jun 2025318 pos · $729.7M
- 13F COMBINATION REPORTQ/E Mar 2025306 pos · $658.6M
- 13F COMBINATION REPORTQ/E Dec 2024308 pos · $681.3M
- 13F COMBINATION REPORTQ/E Sep 2024303 pos · $666.4M
- 13F COMBINATION REPORTQ/E Jun 2024296 pos · $609.5M
- 13F COMBINATION REPORTQ/E Mar 2024302 pos · $590.3M
- 13F COMBINATION REPORTQ/E Dec 2023247 pos · $449.5M
- 13F COMBINATION REPORTQ/E Sep 2023280 pos · $479.3M
- 13F COMBINATION REPORTQ/E Jun 2023317 pos · $488.2M
- 13F COMBINATION REPORTQ/E Mar 2023308 pos · $465.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 182,892 | $125.3M | 18.96% |
| 2 | AMERICAN CENTY ETF TR | 025072703 | 623,903 | $51.4M | 7.77% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 363,168 | $40.6M | 6.14% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C706 | 564,060 | $33.8M | 5.12% |
| 5 | SPDR S&P 500 ETF TR | SPY | 46,601 | $31.8M | 4.81% |
| 6 | VANGUARD MUN BD FDS | 922907746 | 615,573 | $31.0M | 4.69% |
| 7 | ISHARES TR | 46435G326 | 340,665 | $28.1M | 4.25% |
| 8 | APPLE INC | AAPL | 96,807 | $26.3M | 3.98% |
| 9 | TRIMBLE INC | TRMB | 211,188 | $16.5M | 2.50% |
| 10 | ISHARES TR | 464289867 | 247,812 | $16.1M | 2.44% |
| 11 | AMERICAN CENTY ETF TR | 025072604 | 208,668 | $16.1M | 2.43% |
| 12 | ISHARES INC | 46434G103 | 228,696 | $15.4M | 2.33% |
| 13 | NVIDIA CORPORATION | NVDA | 68,128 | $12.7M | 1.92% |
| 14 | ISHARES GOLD TR | IAU | 154,247 | $12.5M | 1.90% |
| 15 | AMERICAN CENTY ETF TR | 025072372 | 193,168 | $11.3M | 1.70% |
| 16 | ISHARES TR | 46432F842 | 125,622 | $11.2M | 1.70% |
| 17 | ISHARES TR | 464288414 | 99,354 | $10.6M | 1.61% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 151,550 | $9.5M | 1.43% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 91,786 | $9.4M | 1.42% |
| 20 | ALPHABET INC | GOOG | 29,343 | $9.2M | 1.39% |