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CIK: 0001512601
Total reported value
$899.2M
$899.2M
306 檔
26.0%
In Q1 2025, BSW Wealth Partners's U.S. equity holdings reached a combined market value of $899.2M, distributed across 306 disclosed stock positions.
In Q1 2025, BSW Wealth Partners displayed an active expansion posture, initiating 19 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AVDE, VTEB) accounted for 26.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVDE
市值: $39.5M
Top Position Liquidated / Trimmed
LIN
前期市值: $1.8M
Showing top 200 holdings (of 306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.88% | +0.10% | -1.72% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.00% | -0.41% | +0.98% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.66% | +0.32% | -0.93% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.81% | +0.13% | -1.10% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.18% | +0.06% | +8.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | +0.18% | -1.23% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.11% | -8.30% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.16% | -0.16% | +3.71% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.94% | -0.09% | -10.95% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +0.15% | -0.46% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.79% | +0.23% | +0.11% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.48% | +0.16% | +4.44% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.34% | -0.44% | +4.21% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.31% | -0.05% | +1.07% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.25% | -0.15% | -7.65% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.07% | -7.73% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.07% | -12.50% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.02% | +5.02% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.04% | +3.77% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.04% | +5.93% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.93% | +0.02% | -0.45% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.01% | -3.88% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.86% | -0.01% | -8.76% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.84% | -0.06% | -2.66% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.83% | +0.05% | -13.78% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | +0.01% | -3.42% | |
| 27 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.74% | -0.14% | -11.91% | |
| 28 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.72% | +0.28% | +0.27% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.01% | +1.86% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.12% | +21.44% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.15% | -1.26% | |
| 32 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.57% | -0.04% | -8.19% | |
| 33 | XVV | Ishares Esg Select Screened | ETF-Other | 0.56% | -0.02% | -9.45% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.55% | +0.02% | -0.00% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.10% | -18.44% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.06% | -1.13% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +5.39% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | -0.31% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.12% | -30.29% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.03% | +0.17% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.38% | -0.13% | -1.99% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.06% | -2.54% | |
| 43 | WD | Walker & Dunlop Inc | Stock-Other | 0.36% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | -9.42% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.13% | -0.58% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | — | +0.34% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | +0.93% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | -13.15% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.32% | +0.01% | -14.48% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.01% | -5.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +3.77% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -7.73% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | -1.13% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.02% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | -2.54% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +21.44% | Add |
| 7 | V | Visa Inc-class A Shares | +0.1% | +0.93% | Add |
| 8 | ABBV | Abbvie Inc | +0.1% | -13.15% | Add |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | -8.76% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.17% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -0.31% | Add |
| 12 | JPM | Jpmorgan Chase & Co | -0.1% | +5.39% | Add |
| 13 | MSFT | Microsoft CORP | -0.1% | -12.50% | Add |
| 14 | AMZN | Amazon.com Inc | -0.2% | -3.88% | Add |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.4% | +1.12% | Trim |
| 16 | IAU | Ishares Gold Trust | -0.4% | +4.21% | Trim |
| 17 | DIS | Walt Disney Co/the | -0.5% | -2.81% | Trim |
| 18 | SCHF | Schwab Intl Equity ETF | -0.6% | +0.34% | Add |
| 19 | NUSC | Nuveen Esg Small-cap ETF | -0.9% | -8.19% | Trim |
| 20 | EEM | Ishares Msci Emerging Market | -1.1% | -14.48% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | -1.3% | +5.93% | Trim |
| 22 | AAPL | Apple Inc | -1.7% | -8.30% | Trim |
| 23 | EFA | Ishares Msci Eafe ETF | -2.4% | -2.66% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | -2.4% | -3.42% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.5% | -1.23% | Trim |
| 26 | IJH | Ishares Core S&p Midcap ETF | -2.9% | +1.86% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -4.3% | -10.95% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | -4.4% | -1.72% | Add |
| 29 | AVDE | Avantis International Equity | — | NEW | New buy |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 31 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 32 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 33 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 34 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 35 | AOR | Ishares Core 60/40 Balanced | — | NEW | New buy |
| 36 | AVES | Avantis Emerging Markets Val | — | NEW | New buy |
| 37 | MGV | Vanguard Mega Cap Value ETF | — | NEW | New buy |
| 38 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 39 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
| 40 | NULV | Nuveen Esg Large-cap Val ETF | — | NEW | New buy |
| 41 | XVV | Ishares Esg Select Screened | — | NEW | New buy |
| 42 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 43 | LIN | Linde plc | — | NEW | New buy |
| 44 | WD | Walker & Dunlop Inc | — | NEW | New buy |
| 45 | LIN | Linde plc | — | EXIT | Sold out |
| 46 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 47 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 50 | DOV | Dover CORP | — | NEW | New buy |
According to official SEC Form 13F filings, BSW Wealth Partners reported a total U.S. public equity portfolio value of $899.2M across 306 disclosed positions in Q1 2025.
During Q1 2025, BSW Wealth Partners's top holdings by market value included IVV (14.9%)、AVDE (6.0%)、VTEB (5.7%). The largest single position, IVV, represented 14.9% of total portfolio value.
In Q1 2025, BSW Wealth Partners made 50 total portfolio adjustments, initiating 19 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 3 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.
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