Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BSW Wealth Partners (CIK 1512601) reported $819.4M across 311 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($119.3M, 14.55%), AVDE ($52.0M, 6.35%), AVUS ($40.6M, 4.96%), VGIT ($33.1M, 4.04%), VTEB ($31.4M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $119.3M | 14.55% | 182,568 | Trimmed |
| 2 | AVDE | AMERICAN CENTY ETF TR | $52.0M | 6.35% | 613,310 | Trimmed |
| 3 | AVUS | AMERICAN CENTY ETF TR | $40.6M | 4.96% | 365,474 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $33.1M | 4.04% | 555,884 | Trimmed |
| 5 | VTEB | VANGUARD MUN BD FDS | $31.4M | 3.83% | 629,537 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $30.1M | 3.68% | 46,359 | Trimmed |
| 7 | IDEV | ISHARES TR | $28.6M | 3.49% | 342,034 | Added |
| 8 | AAPL | APPLE INC | $28.1M | 3.43% | 110,785 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $16.6M | 2.03% | 206,501 | Trimmed |
| 10 | AOR | ISHARES TR | $16.2M | 1.98% | 251,653 | Added |
| 11 | IEMG | ISHARES INC | $15.7M | 1.91% | 224,443 | Trimmed |
| 12 | TRMB | TRIMBLE INC | $13.8M | 1.68% | 210,917 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $13.5M | 1.65% | 153,554 | Trimmed |
| 14 | AVES | AMERICAN CENTY ETF TR | $11.5M | 1.41% | 192,525 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $11.0M | 1.34% | 63,110 | Trimmed |
| 16 | IEFA | ISHARES TR | $10.9M | 1.32% | 119,858 | Trimmed |
| 17 | CRBN | ISHARES TR | $10.5M | 1.28% | 47,144 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $10.1M | 1.24% | 91,857 | Added |
| 19 | MUB | ISHARES TR | $10.0M | 1.23% | 94,636 | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $9.5M | 1.16% | 147,892 | Trimmed |
| 21 | BLUEROCK PVT REAL ESTATE FD | $8.9M | 1.08% | 534,972 | Trimmed | |
| 22 | VTI | VANGUARD INDEX FDS | $8.4M | 1.02% | 26,132 | Trimmed |
| 23 | GOOG | ALPHABET INC | $8.4M | 1.02% | 29,117 | Trimmed |
| 24 | ESGV | VANGUARD WORLD FD | $6.7M | 0.82% | 59,600 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $6.6M | 0.80% | 10,981 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31