StockDriftsStockDriftsTop 50 BSW Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.65% | 175.9K | $131.8M | -3.63%(-6.62K) | $247.77(+213.74%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.94% | 599.2K | $53.5M | -2.29%(-14.07K) | $63.22(+48.58%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 5.09% | 357.4K | $45.8M | -2.20%(-8.04K) | $88.76(+48.13%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.15% | 737.5K | $37.3M | +17.15%(+107.97K) | $50.40(-1.13%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.1% | 625.7K | $36.9M | +12.56%(+69.80K) | $60.19(-3.03%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.86% | 46.5K | $34.7M | +0.23%(+107) | $211.63(+265.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.54% | 110.1K | $31.9M | -0.58%(-648) | $133.41(+129.88%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.33% | 336.7K | $30.0M | -1.57%(-5.37K) | $67.13(+39.04%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.26% | 210.9K | $20.3M | +2.11%(+4.36K) | $59.38(+55.79%) | 2026-06-30 | |
| AOR | ISHARES TR | 2.14% | 277.0K | $19.2M | +10.06%(+25.31K) | $54.49(+28.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.52% | +50.17% | +7.25% | +41.87% |
| Top 20 Holdings Unweighted | +14.89% | +51.64% | +7.35% | +42.57% |
BSW Wealth Partners reports $899.23M in US-listed equity holdings across 331 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.7%), AVDE (5.9%) and AVUS (5.1%). The top 20 holdings account for 62.61% of reported assets. Its disclosed equity book has returned +50.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BSW Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512601). View BSW Wealth Partners’s 13F filings on SEC