§ 13F · FUND PROFILE
BSW Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $730M (13F)Positions · 318Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 183K | $119M | 14.6% | ±0% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 613K | $52M | 6.3% | −2% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 365K | $41M | 5.0% | +1% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 556K | $33M | 4.0% | −1% |
| 5 | VTEB | VANGUARD MUN BD FDS | 630K | $31M | 3.8% | +2% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 46K | $30M | 3.7% | −1% |
| 7 | IDEV | ISHARES TR | 342K | $29M | 3.5% | ±0% |
| 8 | AAPL | APPLE INC | 111K | $28M | 3.4% | +14% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 207K | $17M | 2.0% | −1% |
| 10 | AOR | ISHARES TR | 252K | $16M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BSW SIGNAL
AC read
BSW Wealth Partners is a Other fund managing $730 million in assets. The fund runs a broad portfolio of 318 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed