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
324 檔
31.9%
At the close of Q3 2025, BSW Wealth Partners disclosed equity holdings valued at approximately $899.2M, spread across 324 reported holdings.
In Q3 2025, BSW Wealth Partners displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AVDE, AVUS) accounted for 31.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.09% | +0.10% | +3.63% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.37% | -0.41% | +4.23% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.18% | +0.13% | +4.54% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.04% | +0.06% | +8.04% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.00% | +0.32% | -0.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.94% | +0.18% | -0.06% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.46% | -0.16% | +10.04% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.11% | +0.56% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.04% | +0.23% | +3.57% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | +0.15% | +4.00% | |
| 11 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.89% | +0.16% | +10.80% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.07% | -1.25% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.09% | -1.39% | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.43% | -0.05% | +3.24% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.40% | -0.44% | +0.59% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.17% | +0.02% | +7.41% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | -0.04% | +0.39% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | -0.04% | +0.56% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.07% | -2.11% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.95% | +0.05% | -7.37% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.12% | -7.68% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.02% | -1.92% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.12% | +2.62% | |
| 24 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.85% | +0.28% | +7.60% | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.74% | -0.15% | -8.65% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.01% | -15.58% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.06% | -4.05% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.67% | -0.01% | -6.64% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.01% | -1.59% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.06% | +1.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.01% | -2.26% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.10% | -2.30% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | +0.02% | +0.31% | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.52% | -0.14% | -0.61% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.11% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.15% | +2.34% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.05% | +10.58% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.01% | +0.01% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.46% | -0.04% | -2.65% | |
| 40 | XVV | Ishares Esg Select Screened | ETF-Other | 0.41% | -0.02% | -9.06% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.12% | +1.78% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.06% | +3.51% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.33% | +0.03% | +18.54% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.32% | -0.13% | +0.35% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +1.45% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.01% | -1.56% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | — | -1.56% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | +0.01% | +11.65% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.08% | -3.33% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.03% | -2.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +3.63% | Add |
| 2 | MUB | Ishares National Muni Bond E | +0.5% | -7.68% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | -1.25% | Add |
| 4 | AOR | Ishares Core 60/40 Balanced | +0.4% | +10.80% | Add |
| 5 | AVDE | Avantis International Equity | +0.4% | +4.23% | Add |
| 6 | AVUS | Avantis U.s. Equity ETF | +0.4% | +4.54% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +10.04% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.3% | +3.57% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +7.41% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +1.66% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.2% | -3.33% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +2.62% | Trim |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.39% | Add |
| 14 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.1% | +7.60% | Add |
| 15 | AVES | Avantis Emerging Markets Val | +0.1% | +3.24% | Add |
| 16 | ESGV | Vanguard Esg US Stock ETF | +0.1% | -7.37% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.78% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.56% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.30% | Trim |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +184.34% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | +4.36% | Add |
| 22 | GEV | GE Vernova Inc | +0.1% | +114.29% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.00% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +10.58% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | -2.52% | Trim |
| 26 | IAU | Ishares Gold Trust | +0.1% | +0.59% | Add |
| 27 | VT | Vanguard Tot World Stk ETF | +0.1% | +18.54% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +22.23% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +0.01% | Trim |
| 30 | MSFT | Microsoft CORP | 0% | -2.11% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.06% | Add |
| 32 | ACWI | Ishares Msci Acwi ETF | 0% | +0.31% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.92% | Trim |
| 34 | ACN | Accenture plc | -0.1% | -37.48% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -17.52% | Trim |
| 36 | VGIT | Vanguard Intermediate-term T | -0.1% | +8.04% | Add |
| 37 | NULV | Nuveen Esg Large-cap Val ETF | -0.2% | -0.61% | Trim |
| 38 | AAPL | Apple Inc | -0.3% | +0.56% | Trim |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -1.39% | Trim |
| 40 | MGV | Vanguard Mega Cap Value ETF | -0.5% | -8.65% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -1.7% | -0.52% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 43 | WD | Walker & Dunlop Inc | — | EXIT | Sold out |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | COF | Capital One Financial CORP | — | NEW | New buy |
| 46 | CIB | Grupo Cibest Sa-adr | — | NEW | New buy |
| 47 | NBIS | Nebius Group N.V. | — | NEW | New buy |
| 48 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 49 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 50 | EMSF | Matthews Em Sustainable | — | 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 324 disclosed positions in Q3 2025.
During Q3 2025, BSW Wealth Partners's top holdings by market value included IVV (16.1%)、AVDE (6.4%)、AVUS (5.2%). The largest single position, IVV, represented 16.1% 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.
Top New Position Initiated
PLTR
市值: $4.1M
Top Position Liquidated / Trimmed
WD
前期市值: $2.4M
In Q3 2025, BSW Wealth Partners made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 13 holdings, and fully liquidating 2 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.