13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001512601
Total reported value
$899.2M
$899.2M
302 檔
21.9%
According to the latest 13F quarterly dataset, BSW Wealth Partners managed an equity portfolio of $899.2M at the end of Q1 2024, spanning 302 distinct U.S. exchange-listed positions.
During Q1 2024, BSW Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.09% | +0.10% | +7.16% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.09% | +0.32% | +1.07% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 4.40% | -0.41% | +2143.55% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.21% | +0.18% | -0.64% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.57% | +0.06% | +4.32% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.22% | +0.13% | +1431.46% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.06% | -0.15% | -48.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.11% | +3.29% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.97% | -0.09% | -33.05% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.10% | -0.16% | +950.26% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.01% | +0.15% | +9.05% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.76% | +0.01% | +239.41% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.01% | -32.70% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.29% | +0.23% | +837.36% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.27% | +0.16% | -11.12% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.07% | +0.86% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.20% | -0.06% | -1.37% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.16% | +0.05% | -6.57% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.15% | -0.01% | -5.23% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.44% | +0.01% | |
| 21 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.08% | -0.14% | -2.93% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.07% | -8.81% | |
| 23 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.98% | -0.05% | +2135.44% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.02% | +1.14% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.01% | +5.55% | |
| 26 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.81% | -0.04% | -1.17% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | -0.04% | +10.70% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.15% | -0.15% | |
| 29 | XVV | Ishares Esg Select Screened | ETF-Other | 0.75% | -0.02% | -2.10% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | +0.02% | +886.34% | |
| 31 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.69% | +0.28% | -4.56% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.12% | -4.80% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | +0.02% | +1.76% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | -0.04% | +13.11% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.10% | +14.65% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | — | -6.32% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.13% | +0.83% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +35.01% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.41% | -0.13% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.06% | -2.87% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.40% | +0.01% | -9.15% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.01% | -15.86% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | -1.36% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.05% | -3.46% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.01% | -2.11% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.01% | +3.09% | |
| 47 | DELL | Dell Technologies -c | Stock-Tech | 0.32% | +0.19% | +0.68% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | +0.01% | -4.50% | |
| 49 | WD | Walker & Dunlop Inc | Stock-Other | 0.31% | — | +237.47% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.31% | +0.10% | — |
According to official SEC Form 13F filings, BSW Wealth Partners reported a total U.S. public equity portfolio value of $899.2M across 302 disclosed positions in Q1 2024.
During Q1 2024, BSW Wealth Partners's top holdings by market value included IVV (15.1%)、VTEB (6.1%)、AVDE (4.4%). The largest single position, IVV, represented 15.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTEB, AVDE) accounted for 21.9% of total reported equity market value during Q1 2024.
In Q1 2024, BSW Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.