§ 13F · FUND PROFILE
BSW Wealth Partners.
AUM · $899M (13F)Positions · 331Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 176K | $132M | 14.7% | −4% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 599K | $53M | 5.9% | −2% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 357K | $46M | 5.1% | −2% |
| 4 | VTEB | VANGUARD MUN BD FDS | 738K | $37M | 4.1% | +17% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 626K | $37M | 4.1% | +13% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 46K | $35M | 3.9% | ±0% |
| 7 | AAPL | APPLE INC | 110K | $32M | 3.5% | −1% |
| 8 | IDEV | ISHARES TR | 337K | $30M | 3.3% | −2% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 211K | $20M | 2.3% | +2% |
| 10 | AOR | ISHARES TR | 277K | $19M | 2.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BSW SIGNAL
AC read
BSW Wealth Partners is a Other fund managing $899 million in assets. The fund runs a broad portfolio of 331 positions.
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