§ 13F · FUND PROFILE
BSW Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $729.7T (13F)Positions · 318Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$833.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 183K | $125.3T | 15.0% | NEW |
| 2 | AVDE | AMERICAN CENTY ETF TR | 624K | $51.4T | 6.2% | NEW |
| 3 | AVUS | AMERICAN CENTY ETF TR | 363K | $40.6T | 4.9% | NEW |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 564K | $33.8T | 4.1% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 47K | $31.8T | 3.8% | NEW |
| 6 | VTEB | VANGUARD MUN BD FDS | 616K | $31.0T | 3.7% | NEW |
| 7 | IDEV | ISHARES TR | 341K | $28.1T | 3.4% | NEW |
| 8 | AAPL | APPLE INC | 97K | $26.3T | 3.2% | NEW |
| 9 | TRMB | TRIMBLE INC | 211K | $16.5T | 2.0% | NEW |
| 10 | AOR | ISHARES TR | 248K | $16.1T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BSW SIGNAL
AC read
BSW Wealth Partners is a Other fund managing $729726.6 trillion in assets. The fund runs a broad portfolio of 318 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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