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
318 檔
28.9%
During the Q2 2025 filing period, BSW Wealth Partners (CIK: 0001512601) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $899.2M across 318 reported positions.
During Q2 2025, 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 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.85% | +0.10% | +6.79% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.31% | -0.41% | +4.22% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.06% | +0.13% | +6.79% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.33% | +0.32% | -14.22% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.10% | +0.06% | +7.91% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.02% | +0.18% | +1.83% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.29% | -0.16% | +4.39% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.11% | -4.11% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.97% | +0.23% | +7.28% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +0.15% | -0.29% | |
| 11 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.79% | +0.16% | +25.37% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.61% | -0.09% | -17.10% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.07% | +1.58% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.42% | -0.05% | +6.00% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.31% | -0.44% | +2.44% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.04% | +18.21% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.09% | +0.02% | +25.06% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.07% | -10.89% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.04% | +10.81% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.12% | +193.88% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.04% | +0.05% | +23.31% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.01% | -0.81% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.02% | -4.85% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.85% | -0.15% | -26.39% | |
| 25 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.81% | +0.28% | +12.52% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.75% | -0.01% | -10.99% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | -0.06% | -10.00% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.12% | -4.27% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | +0.01% | -3.72% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.01% | -21.89% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.15% | -0.30% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.06% | -0.57% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.55% | -0.14% | -20.75% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | +0.02% | +0.16% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.05% | +1.32% | |
| 36 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.48% | -0.04% | -11.05% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.01% | -0.22% | |
| 38 | XVV | Ishares Esg Select Screened | ETF-Other | 0.46% | -0.02% | -18.35% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.10% | -5.56% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | -3.09% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.35% | -0.13% | +1.60% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.03% | +5.02% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | — | -3.72% | |
| 44 | DELL | Dell Technologies -c | Stock-Tech | 0.33% | +0.19% | +12.00% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | -0.01% | -9.30% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | +4.50% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.08% | +155.80% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.12% | +2.80% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | +0.03% | +3.65% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.09% | +0.74% |
According to official SEC Form 13F filings, BSW Wealth Partners reported a total U.S. public equity portfolio value of $899.2M across 318 disclosed positions in Q2 2025.
During Q2 2025, BSW Wealth Partners's top holdings by market value included IVV (15.8%)、AVDE (6.3%)、AVUS (5.1%). The largest single position, IVV, represented 15.8% 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, AVDE, AVUS) accounted for 28.9% of total reported equity market value during Q2 2025.
In Q2 2025, 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.