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CIK: 0001512601
Total reported value
$899.2M
$899.2M
322 檔
31.4%
In Q4 2025, BSW Wealth Partners's U.S. equity holdings reached a combined market value of $899.2M, distributed across 322 disclosed stock positions.
BSW Wealth Partners executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AVDE, AVUS) accounted for 31.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TRMB
市值: $16.5M
Top Position Liquidated / Trimmed
JMST
前期市值: $711.7K
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.03% | +0.10% | -5.24% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.16% | -0.41% | -3.73% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.87% | +0.13% | -5.06% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.06% | +0.06% | +4.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.18% | -1.79% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.71% | +0.32% | -4.03% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.37% | -0.16% | -1.83% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.11% | -0.62% | |
| 9 | TRMB | Trimble Inc | Stock-Tech | 1.99% | -0.48% | — | |
| 10 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.93% | +0.16% | +5.16% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.93% | +0.23% | -4.08% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | +0.15% | -5.19% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.07% | -3.84% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.50% | -0.44% | -0.06% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.35% | -0.05% | -3.60% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.09% | -9.24% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.28% | -0.12% | +43.75% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.04% | +3.50% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.12% | +0.02% | -2.45% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.12% | +0.48% | |
| 21 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.09% | +0.28% | +31.29% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | -0.04% | +1.71% | |
| 23 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.99% | -1.08% | EXIT | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.02% | -0.22% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.87% | +0.05% | -6.21% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.07% | -9.94% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.01% | -3.38% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.06% | -1.38% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.10% | -3.80% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.65% | -0.01% | -0.65% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.62% | -0.15% | -15.57% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.06% | -5.53% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.01% | -4.96% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.01% | -4.91% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | +0.02% | +0.08% | |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.49% | -0.14% | -4.44% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.11% | -3.17% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.06% | +0.56% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.44% | -0.04% | -2.00% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.15% | -5.30% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | -5.51% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.05% | -4.55% | |
| 43 | XVV | Ishares Esg Select Screened | ETF-Other | 0.40% | -0.02% | -1.67% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.12% | -1.35% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.34% | +0.03% | +5.90% | |
| 46 | DELL | Dell Technologies -c | Stock-Tech | 0.32% | +0.19% | +38.08% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.01% | +3.59% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | — | -2.37% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.03% | -0.98% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.08% | +100.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +0.4% | +43.75% | Add |
| 2 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.2% | +31.29% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +0.48% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | +0.56% | Add |
| 5 | IAU | Ishares Gold Trust | +0.1% | -0.06% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.80% | Trim |
| 7 | EMSF | Matthews Em Sustainable | +0.1% | +130.00% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -0.62% | Trim |
| 9 | SNPS | Synopsys Inc | +0.1% | +121.34% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.50% | Add |
| 11 | DELL | Dell Technologies -c | +0.1% | +38.08% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +5.33% | Add |
| 13 | AOR | Ishares Core 60/40 Balanced | 0% | +5.16% | Add |
| 14 | LRCX | Lam Research CORP | 0% | -1.70% | Trim |
| 15 | MU | Micron Technology Inc | 0% | +6.10% | Add |
| 16 | SIVR | Abrdn Physical Silver Shares | 0% | +17.21% | Add |
| 17 | AMD | Advanced Micro Devices | 0% | -9.02% | Trim |
| 18 | ASX | Ase Technology Holding -adr | 0% | -0.15% | Trim |
| 19 | TMO | Thermo Fisher Scientific Inc | 0% | +20.16% | Add |
| 20 | VGIT | Vanguard Intermediate-term T | 0% | +4.31% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | — | +1.71% | Add |
| 22 | NOW | Servicenow Inc | 0% | +317.13% | Add |
| 23 | LIN | Linde plc | 0% | -0.80% | Trim |
| 24 | NFLX | Netflix Inc | -0.1% | +879.71% | Add |
| 25 | HD | Home Depot Inc | -0.1% | -5.91% | Trim |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -5.30% | Trim |
| 27 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -6.21% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -4.55% | Trim |
| 29 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -1.83% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | -3.96% | Trim |
| 31 | MGV | Vanguard Mega Cap Value ETF | -0.1% | -15.57% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | -3.84% | Trim |
| 33 | IEMG | Ishares Core Msci Emerging | -0.1% | -5.19% | Trim |
| 34 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -9.24% | Trim |
| 35 | MSFT | Microsoft CORP | -0.2% | -9.94% | Trim |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -4.03% | Trim |
| 37 | AVUS | Avantis U.s. Equity ETF | -0.3% | -5.06% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | -1.1% | -5.24% | Trim |
| 39 | TRMB | Trimble Inc | — | NEW | New buy |
| 40 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 41 | JMST | JPM Ultra-short Muni Income | — | EXIT | Sold out |
| 42 | MEAR | Ishrs Short Mat Muni Act ETF | — | NEW | New buy |
| 43 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 44 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 45 | UL | Unilever PLC | — | EXIT | Sold out |
| 46 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 48 | LNG | Cheniere Energy Inc | — | EXIT | Sold out |
| 49 | HAL | Halliburton Co | — | NEW | New buy |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, BSW Wealth Partners reported a total U.S. public equity portfolio value of $899.2M across 322 disclosed positions in Q4 2025.
During Q4 2025, BSW Wealth Partners's top holdings by market value included IVV (15.0%)、AVDE (6.2%)、AVUS (4.9%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q4 2025, BSW Wealth Partners made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 21 holdings, and fully liquidating 6 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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