EdgeMarket › What Bsw Wealth Partners reported owning
What Bsw Wealth Partners reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
819.4MPositions
312Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 119.3M | 14.6% | 182.6K | 769.31 | +20.0% |
| AVDE Avantis International Equity ETF | 52.0M | 6.3% | 613.3K | 94.26 | +22.4% |
| AVUS Avantis U.S. Equity ETF | 40.6M | 5.0% | 365.5K | 130.59 | +25.1% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 33.1M | 4.0% | 555.9K | 58.31 | -2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 31.4M | 3.8% | 629.5K | 49.54 | +1.4% |
| SPY SPDR S&P 500 ETF TRUST | 30.1M | 3.7% | 46.4K | 765.72 | +20.0% |
| IDEV iShares Core MSCI International Developed Mark | 28.6M | 3.5% | 342.0K | 93.31 | +18.6% |
| AAPL Apple Inc. | 28.1M | 3.4% | 110.8K | 309.35 | +36.9% |
| AVEM Avantis Emerging Markets Equity ETF | 16.6M | 2.0% | 206.5K | 94.24 | +33.1% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 16.2M | 2.0% | 251.7K | 69.85 | +11.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 15.7M | 1.9% | 224.4K | 81.57 | +31.9% |
| TRMB TRIMBLE INC. | 13.8M | 1.7% | 210.9K | 60.25 | -24.9% |
| IAU ISHARES GOLD TRUST | 13.5M | 1.7% | 153.6K | 86.79 | +37.5% |
| AVES Avantis Emerging Markets Value ETF | 11.5M | 1.4% | 192.5K | 65.16 | +17.3% |
| NVDA NVIDIA CORP | 11.0M | 1.3% | 63.1K | 214.72 | +22.4% |
| IEFA iShares Core MSCI EAFE ETF | 10.9M | 1.3% | 119.9K | 100.85 | +16.8% |
| CRBN iShares Low Carbon Optimized MSCI ACWI ETF | 10.5M | 1.3% | 47.1K | 258.93 | +18.7% |
| AVUV Avantis U.S. Small Cap Value ETF | 10.1M | 1.2% | 91.9K | 126.45 | +33.2% |
| MUB iShares National Muni Bond ETF | 10.0M | 1.2% | 94.6K | 105.34 | +1.2% |
| VEA Vanguard FTSE Developed Markets ETF | 9.5M | 1.2% | 147.9K | 73.42 | +24.7% |
| BPRE Bluerock Private Real Estate Fund | 8.9M | 1.1% | 535.0K | 12.18 | — |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.4M | 1.0% | 26.1K | 378.24 | +20.5% |
| GOOG Alphabet Inc. | 8.4M | 1.0% | 29.1K | 341.75 | +70.7% |
| ESGV Vanguard ESG U.S. Stock ETF | 6.7M | 0.8% | 59.6K | 135.75 | +20.1% |
| VOO Vanguard S&P 500 ETF | 6.6M | 0.8% | 11.0K | 703.71 | +20.0% |
| AMZN AMAZON COM INC | 6.0M | 0.7% | 28.6K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 5.8M | 0.7% | 15.6K | 483.24 | -4.4% |
| EFA iShares MSCI EAFE ETF | 5.4M | 0.7% | 55.6K | 108.24 | +17.1% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 5.3M | 0.6% | 55.4K | 107.31 | +17.0% |
| GOOGL Alphabet Inc. | 5.1M | 0.6% | 17.9K | 344.82 | +73.0% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 5.0M | 0.6% | 34.3K | 168.17 | +25.4% |
| IJH iShares Core S&P Mid-Cap ETF | 4.8M | 0.6% | 70.7K | 76.77 | +20.8% |
| IWM iShares Russell 2000 ETF | 4.7M | 0.6% | 18.8K | 299.96 | +33.1% |
| AVGO Broadcom Inc. | 4.4M | 0.5% | 14.1K | 368.45 | +26.5% |
| ACWI iShares MSCI ACWI ETF | 4.3M | 0.5% | 31.0K | 160.81 | +21.3% |
| NULV Nuveen ESG Large-Cap Value ETF | 3.9M | 0.5% | 86.4K | 53.36 | +24.3% |
| PG PROCTER & GAMBLE Co | 3.6M | 0.4% | 25.3K | 144.68 | -9.3% |
| NUSC Nuveen ESG Small-Cap ETF | 3.6M | 0.4% | 80.4K | 51.96 | +23.9% |
| JPM JPMORGAN CHASE & CO | 3.4M | 0.4% | 11.6K | 351.58 | +20.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.3M | 0.4% | 9.9K | 418.95 | +83.3% |
| PLTR Palantir Technologies Inc. | 3.2M | 0.4% | 22.0K | 179.94 | +15.3% |
| LLY ELI LILLY & Co | 3.2M | 0.4% | 3.5K | 1,255.40 | +78.0% |
| DELL Dell Technologies Inc. | 3.2M | 0.4% | 19.4K | 442.08 | +244.1% |
| XVV iShares ESG Select Screened S&P 500 ETF | 3.1M | 0.4% | 62.8K | 58.61 | +19.0% |
| META Meta Platforms, Inc. | 3.1M | 0.4% | 5.4K | 549.90 | -26.5% |
| VT Vanguard Total World Stock Index ETF | 3.0M | 0.4% | 21.5K | 160.77 | +21.2% |
| LIN LINDE PLC | 2.7M | 0.3% | 5.4K | 487.57 | +1.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 2.7M | 0.3% | 49.2K | 60.45 | +17.7% |
| unmapped CUSIP 084670702 | 2.4M | 0.3% | 5.1K | — | — |
| SCHF Schwab International Equity ETF | 2.4M | 0.3% | 95.6K | 28.46 | +24.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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