BSW Wealth Partners

Est. AUM

$899.2M

13F long equity, this entity only

Positions

331

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$131.8M	175944	14.65%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$53.5M	599240	5.94%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$45.8M	357436	5.09%	SOLE
4	VANGUARD MUN BD FDS	TAX EXEMPT BD	$37.3M	737502	4.15%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$36.9M	625686	4.10%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.7M	46466	3.86%	SOLE
7	APPLE INC	COM	$31.9M	110137	3.54%	SOLE
8	ISHARES TR	CORE MSCI INTL	$30.0M	336665	3.33%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$20.3M	210863	2.26%	SOLE
10	ISHARES TR	CORE 60 BALA ETF	$19.2M	276966	2.14%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$18.5M	223409	2.06%	SOLE
12	ISHARES TR	LOW CA OP MS ETF	$14.0M	55343	1.56%	SOLE
13	NVIDIA CORPORATION	COM	$12.6M	63196	1.41%	SOLE
14	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$12.2M	186691	1.36%	SOLE
15	AMERICAN CENTY ETF TR	US SML CP VALU	$11.3M	90770	1.26%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$11.1M	114416	1.23%	SOLE
17	ISHARES GOLD TR	ISHARES NEW	$10.8M	143524	1.21%	SOLE
18	TRIMBLE INC	COM	$10.8M	210903	1.20%	SOLE
19	ALPHABET INC	CAP STK CL C	$10.2M	29006	1.14%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	141334	1.12%	SOLE
21	ISHARES TR	NATIONAL MUN ETF	$10.0M	92559	1.11%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$8.8M	23909	0.98%	SOLE
23	VANGUARD WORLD FD	ESG US STK ETF	$7.8M	59242	0.87%	SOLE
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.4M	10737	0.82%	SOLE
25	AMAZON COM INC	COM	$6.7M	27902	0.74%	SOLE
26	ALPHABET INC	CAP STK CL A	$6.6M	18466	0.73%	SOLE
27	ISHARES TR	ESG AW MSCI EAFE	$5.7M	55813	0.64%	SOLE
28	MICROSOFT CORP	COM	$5.7M	15173	0.63%	SOLE
29	ISHARES TR	MSCI EAFE ETF	$5.4M	51715	0.60%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$5.3M	69167	0.59%	SOLE
31	BROADCOM INC	COM	$5.3M	13936	0.59%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$5.2M	17315	0.58%	SOLE
33	DELL TECHNOLOGIES INC	CL C	$5.2M	12050	0.58%	SOLE
34	ISHARES TR	MSCI ACWI ETF	$4.9M	30930	0.54%	SOLE
35	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.8M	10045	0.53%	SOLE
36	LAM RESEARCH CORP	COM NEW	$4.4M	10210	0.49%	SOLE
37	VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.2M	25462	0.46%	SOLE
38	ELI LILLY & CO	COM	$4.1M	3390	0.45%	SOLE
39	JPMORGAN CHASE & CO	COM	$3.7M	11347	0.41%	SOLE
40	NUSHARES ETF TR	NUVEEN ESG SMLCP	$3.6M	68509	0.40%	SOLE
41	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.5M	22524	0.39%	SOLE
42	INTEL CORP	COM	$3.5M	25222	0.39%	SOLE
43	MICRON TECHNOLOGY INC	COM	$3.5M	3017	0.39%	SOLE
44	ISHARES TR	ESG SELECT SCRE	$3.3M	57656	0.36%	SOLE
45	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$3.1M	16484	0.35%	SOLE
46	NUSHARES ETF TR	NUVEEN ESG LRGVL	$3.1M	61429	0.34%	SOLE
47	APPLIED MATLS INC	COM	$3.1M	4222	0.34%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$3.0M	4063	0.33%	SOLE
49	META PLATFORMS INC	CL A	$2.9M	5130	0.32%	SOLE
50	ADVANCED MICRO DEVICES INC	COM	$2.8M	4788	0.31%	SOLE

1–50 of 331

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.