Bsw Wealth Partners Top Holdings and 13F Report (2025) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $681.27 million in total holdings as of December 31, 2024.Bsw Wealth Partners owns shares of 308 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 303 new stocks and bought additional shares in 187 stocks.Bsw Wealth Partners sold shares of 69 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $104,457,913Vanguard Tax-Exempt Bond ETF $38,036,914Avantis International Equity ETF $36,258,722Avantis U.S. Equity ETF $33,583,600SPDR S&P 500 ETF Trust $27,668,161 Largest New Holdings this Quarter JPMorgan Ultra-Short Municipal ETF $1,152,477 HoldingiShares 3-7 Year Treasury Bond ETF $997,428 HoldingLAM RESEARCH CORP $802,557 HoldingARISTA NETWORKS INC $562,292 HoldingInvesco S&P 500 Equal Weight ETF $453,924 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 31,761 shares (about $3.38M)Vanguard Total Stock Market ETF 8,037 shares (about $2.33M)Apple 7,373 shares (about $1.85M)iShares Core MSCI International Developed Markets ETF 23,485 shares (about $1.51M)Avantis U.S. Equity ETF 15,029 shares (about $1.46M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 22,396 shares (about $1.12M)Vanguard Mega Cap Value ETF 7,975 shares (about $996.16K)Vanguard Small-Cap Growth ETF 1,468 shares (about $411.13K)iShares Core S&P Mid-Cap ETF 6,241 shares (about $388.87K)Avantis International Equity ETF 6,277 shares (about $385.22K) 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$104,457,913$785,296 ▲0.8%177,44515.3%ETFVTEBVanguard Tax-Exempt Bond ETF$38,036,914$1,122,712 ▼-2.9%758,7655.6%ETFAVDEAvantis International Equity ETF$36,258,722$385,219 ▼-1.1%590,8225.3%ETFAVUSAvantis U.S. Equity ETF$33,583,600$1,456,764 ▲4.5%346,4724.9%ETFSPYSPDR S&P 500 ETF Trust$27,668,161$101,978 ▼-0.4%47,2094.1%FinanceAAPLApple$27,588,948$1,846,342 ▲7.2%110,1714.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$24,860,457$1,158,264 ▲4.9%428,6273.6%ETFIDEViShares Core MSCI International Developed Markets ETF$18,778,986$1,514,076 ▲8.8%291,2832.8%ETFIEFAiShares Core MSCI EAFE ETF$13,363,421$459,140 ▲3.6%190,1452.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$12,203,451$327,524 ▼-2.6%233,6931.8%ETFAVEMAvantis Emerging Markets Equity ETF$11,496,676$107,468 ▼-0.9%195,5561.7%ETFNVDANVIDIA$10,279,182$873,161 ▲9.3%76,5441.5%Computer and TechnologyAORiShares Core Growth Allocation ETF$9,310,717$24,762 ▼-0.3%162,4341.4%ETFMGVVanguard Mega Cap Value ETF$8,676,872$996,157 ▼-10.3%69,4651.3%ETFMSFTMicrosoft$8,570,575$889,387 ▲11.6%20,3331.3%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$8,369,662$161,746 ▼-1.9%181,1621.2%ETFAMZNAmazon.com$7,185,853$346,634 ▲5.1%32,7541.1%Retail/WholesaleIAUiShares Gold Trust$7,116,022$235,717 ▲3.4%143,7291.0%FinanceESGVVanguard ESG US Stock ETF$6,825,823$69,018 ▲1.0%65,0761.0%ETFAVUVAvantis U.S. Small Cap Value ETF$6,792,760$727,647 ▲12.0%70,3691.0%ETFVTIVanguard Total Stock Market ETF$6,537,382$2,329,252 ▲55.4%22,5571.0%ETFVOOVanguard S&P 500 ETF$6,488,971$367,473 ▲6.0%12,0431.0%ETFIWMiShares Russell 2000 ETF$5,831,032$308,687 ▼-5.0%26,3890.9%FinanceESGDiShares ESG Aware MSCI EAFE ETF$5,768,519$64,034 ▲1.1%75,7620.8%ManufacturingVEAVanguard FTSE Developed Markets ETF$5,569,959$1,066,765 ▲23.7%116,4780.8%ETFNULVNuveen ESG Large-Cap Value ETF$5,410,226$327,952 ▼-5.7%137,4200.8%ETFEFAiShares MSCI EAFE ETF$5,282,823$252,085 ▼-4.6%69,8690.8%FinanceIJHiShares Core S&P Mid-Cap ETF$4,885,721$388,871 ▼-7.4%78,4110.7%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$4,803,049$302,393 ▲6.7%24,8100.7%ETFGOOGAlphabet$4,661,357$229,469 ▲5.2%24,4780.7%Computer and TechnologyGOOGLAlphabet$4,535,483$297,393 ▲7.0%23,9590.7%Computer and TechnologyPGProcter & Gamble$4,472,159$244,765 ▼-5.2%26,6760.7%Consumer StaplesNUSCNuveen ESG Small-Cap ETF$4,453,085$184,196 ▼-4.0%106,3250.7%ETFXVViShares ESG Screened S&P 500 ETF$4,301,440$133,542 ▼-3.0%94,9560.6%ETFMUBiShares National Muni Bond ETF$3,894,189$3,384,134 ▲663.5%36,5480.6%ETFACWIiShares MSCI ACWI ETF$3,625,977$30,549 ▲0.8%30,8600.5%ManufacturingAVGOBroadcom$3,490,449$100,390 ▲3.0%15,0550.5%Computer and TechnologyLLYEli Lilly and Company$2,803,077$304,934 ▲12.2%3,6310.4%MedicalMETAMeta Platforms$2,800,689$106,570 ▲4.0%4,7830.4%Computer and TechnologyJPMJPMorgan Chase & Co.$2,730,251$119,134 ▼-4.2%11,3900.4%FinanceWDWalker & Dunlop$2,729,3650.0%28,0770.4%FinanceVWOVanguard FTSE Emerging Markets ETF$2,573,588$547,545 ▲27.0%58,4380.4%ETFPEPPepsiCo$2,331,728$12,925 ▼-0.6%15,3340.3%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$2,322,103$293,577 ▲14.5%55,5260.3%FinanceLINDE PLC$2,298,087$8,373 ▼-0.4%5,4890.3%SHSBRK.BBerkshire Hathaway$2,171,643$179,497 ▲9.0%4,7910.3%FinanceSCHFSchwab International Equity ETF$2,118,507$1,133,660 ▲115.1%114,5140.3%ETFABBVAbbVie$2,039,129$333,902 ▲19.6%11,4750.3%MedicalVVisa$1,998,875$139,684 ▲7.5%6,3250.3%Business ServicesKOCoca-Cola$1,878,287$47,939 ▲2.6%30,1690.3%Consumer StaplesQQQInvesco QQQ$1,836,912$255,624 ▲16.2%3,5930.3%FinanceHDHome Depot$1,791,840$91,051 ▲5.4%4,6050.3%Retail/WholesaleMRKMerck & Co., Inc.$1,786,919$13,728 ▼-0.8%17,9630.3%MedicalTSMTaiwan Semiconductor Manufacturing$1,769,689$107,828 ▲6.5%8,9610.3%Computer and TechnologyORCLOracle$1,758,026$73,321 ▲4.4%10,5500.3%Computer and TechnologySCHBSchwab US Broad Market ETF$1,754,702$1,160,691 ▲195.4%77,3000.3%ETFDISWalt Disney$1,650,669$129,947 ▲8.5%14,8240.2%Consumer DiscretionaryTRVTravelers Companies$1,586,123$15,175 ▲1.0%6,5850.2%FinanceVTVanguard Total World Stock ETF$1,564,910$23,615 ▼-1.5%13,3200.2%ETFTSLATesla$1,477,651$186,170 ▲14.4%3,6590.2%Auto/Tires/TrucksXOMExxon Mobil$1,476,736$87,240 ▲6.3%13,7280.2%Oils/EnergyACNAccenture$1,440,499$6,332 ▲0.4%4,0950.2%Computer and TechnologyDELLDell Technologies$1,405,582$34,918 ▲2.5%12,1970.2%Computer and TechnologyABTAbbott Laboratories$1,405,499$13,121 ▲0.9%12,4260.2%MedicalPFEPfizer$1,404,370$29,475 ▲2.1%52,9350.2%MedicalIWFiShares Russell 1000 Growth ETF$1,393,0170.0%3,4690.2%ETFNFLXNetflix$1,392,242$85,567 ▲6.5%1,5620.2%Consumer DiscretionaryCRMSalesforce$1,337,499$107,307 ▲8.7%4,0010.2%Computer and TechnologyUNPUnion Pacific$1,299,269$31,695 ▲2.5%5,6980.2%TransportationUNHUnitedHealth Group$1,257,566$14,670 ▲1.2%2,4860.2%MedicalCOSTCostco Wholesale$1,253,1820.0%1,3670.2%Retail/WholesaleINTCIntel$1,221,234$374,296 ▲44.2%60,9090.2%Computer and TechnologyMAMastercard$1,219,212$129,558 ▲11.9%2,3150.2%Business ServicesVBRVanguard Small-Cap Value ETF$1,204,736$100,675 ▲9.1%6,0790.2%ETFVBVanguard Small-Cap ETF$1,188,100$193,652 ▲19.5%4,9450.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,152,477$1,152,477 ▲New Holding22,7270.2%ETFDOVDover$1,146,326$154,219 ▲15.5%6,1100.2%Industrial ProductsAXPAmerican Express$1,142,780$94,687 ▲9.0%3,8500.2%FinanceINTUIntuit$1,106,456$5,658 ▲0.5%1,7600.2%Computer and TechnologyADPAutomatic Data Processing$1,089,259$30,444 ▲2.9%3,7210.2%Business ServicesWMTWalmart$1,072,930$24,034 ▲2.3%11,8750.2%Retail/WholesaleBXBlackstone$1,068,315$283,114 ▲36.1%6,1960.2%FinanceAMDAdvanced Micro Devices$1,068,202$11,355 ▲1.1%8,8430.2%Computer and TechnologyCATCaterpillar$1,031,158$294,979 ▲40.1%2,8420.2%Industrial ProductsNOWServiceNow$1,000,752$119,793 ▲13.6%9440.1%Computer and TechnologyIBMInternational Business Machines$999,811$261,384 ▲35.4%4,5480.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$997,428$997,428 ▲New Holding8,6320.1%ETFJNJJohnson & Johnson$976,025$1,591 ▲0.2%6,7490.1%MedicalBKNGBooking$964,235$9,941 ▲1.0%1940.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$952,204$411,128 ▼-30.2%3,4000.1%ETFAMATApplied Materials$907,252$214,533 ▲31.0%5,5780.1%Computer and TechnologyGWWW.W. Grainger$877,125$60,091 ▼-6.4%8320.1%Industrial ProductsLUMNLumen Technologies$876,644$186,004 ▲26.9%165,0930.1%Business ServicesVVVanguard Large-Cap ETF$876,5250.0%3,2500.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$875,229$6,314 ▼-0.7%25,6440.1%ETFGLDSPDR Gold Shares$873,121$139,225 ▲19.0%3,6060.1%FinanceQCOMQUALCOMM$869,913$59,909 ▼-6.4%5,6630.1%Computer and TechnologyTAT&T$859,705$121,595 ▲16.5%37,7550.1%Computer and TechnologyIBNICICI Bank$855,706$38,639 ▲4.7%28,6570.1%FinanceDHRDanaher$852,391$30,762 ▲3.7%3,7130.1%Multi-Sector ConglomeratesShowing 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. 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