BSW Wealth Partners
CIK: 0001512601SEC EDGAR →
Portfolio Value
$833K
Holdings
322
As of
Q4 2025
New Positions
322
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 623,903 | $51.4M | 6162.76% |
| 2 | AMERICAN CENTY ETF TR | 363,168 | $40.6M | 4871.02% |
| 3 | VANGUARD SCOTTSDALE FDS | 564,060 | $33.8M | 4056.27% |
| 4 | VANGUARD MUN BD FDS | 615,573 | $31.0M | 3714.65% |
| 5 | ISHARES TR | 340,665 | $28.1M | 3371.58% |
| 6 | APPLE INC | 96,807 | $26.3M | 3157.87% |
| 7 | TRIMBLE INC | 211,188 | $16.5M | 1985.42% |
| 8 | ISHARES TR | 247,812 | $16.1M | 1933.10% |
| 9 | AMERICAN CENTY ETF TR | 208,668 | $16.1M | 1928.42% |
| 10 | ISHARES INC | 228,696 | $15.4M | 1844.54% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (322)
$51.4M · 624K shares
$40.6M · 363K shares
$33.8M · 564K shares
$31.0M · 616K shares
$28.1M · 341K shares
$26.3M · 97K shares
$16.5M · 211K shares
$16.1M · 248K shares
$16.1M · 209K shares
$15.4M · 229K shares
$12.7M · 68K shares
$12.5M · 154K shares
$11.3M · 193K shares
$11.2M · 126K shares
$10.6M · 99K shares
$9.5M · 152K shares
$9.4M · 92K shares
$9.2M · 29K shares
$9.1M · 40K shares
$8.9M · 27K shares
$8.3M · 552K shares
$7.3M · 60K shares
$6.8M · 14K shares
$5.9M · 25K shares
$5.6M · 58K shares
$5.4M · 17K shares
$5.4M · 57K shares
$5.1M · 36K shares
$4.8M · 14K shares
$4.7M · 72K shares
$4.6M · 19K shares
$4.4M · 31K shares
$4.1M · 91K shares
$3.9M · 22K shares
$3.7M · 83K shares
$3.6M · 11K shares
$3.6M · 25K shares
$3.3M · 63K shares
$3.0M · 10K shares
$2.8M · 20K shares
$2.7M · 21K shares
$2.6M · 49K shares
$2.6M · 106K shares
$2.5M · 18K shares
$2.4M · 7K shares
$2.4M · 10K shares
$2.3M · 5K shares
$2.2M · 31K shares
$2.1M · 39K shares
$2.1M · 14K shares
$2.0M · 12K shares
$2.0M · 19K shares
$1.9M · 4K shares
$1.8M · 6K shares
$1.8M · 8K shares
$1.7M · 64K shares
$1.6M · 14K shares
$1.6M · 4K shares
$1.6M · 8K shares
$1.5M · 4K shares
$1.5M · 12K shares
MATTHEWS INTL FDS
$1.5M · 52K shares
$1.5M · 7K shares
$1.4M · 4K shares
$1.4M · 58K shares
$1.4M · 15K shares
$1.4M · 30K shares
$1.3M · 11K shares
$1.3M · 9K shares
$1.3M · 11K shares
$1.2M · 3K shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 153K shares
$1.2M · 6K shares
$1.2M · 32K shares
$1.1M · 2K shares
$1.1M · 4K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 6K shares
$1.0M · 9K shares
$1.0M · 3K shares
$1.0M · 8K shares
$1.0M · 6K shares
$1.0M · 3K shares
$969K · 4K shares
$957K · 4K shares
$936K · 8K shares
$935K · 38K shares
$927K · 6K shares
$904K · 39K shares
$900K · 14K shares
$896K · 141K shares
$874K · 4K shares
$869K · 54K shares
$850K · 4K shares
$839K · 28K shares
$820K · 10K shares
$810K · 2K shares
$799K · 3K shares
$796K · 3K shares
$780K · 2K shares
$775K · 19K shares
$770K · 23K shares
$764K · 3K shares
$764K · 6K shares
$762K · 11K shares
$762K · 8K shares
$753K · 16K shares
$743K · 4K shares
$738K · 5K shares
$731K · 16K shares
$719K · 86K shares
$717K · 4K shares
$710K · 4K shares
$693K · 244K shares
$693K · 40K shares
$691K · 14K shares
$690K · 2K shares
$685K · 9K shares
$671K · 13K shares
$669K · 6K shares
$668K · 2K shares
$666K · 6K shares
$660K · 11K shares
$658K · 2K shares
$654K · 5K shares
$653K · 20K shares
$649K · 4K shares
$645K · 3K shares
$643K · 6K shares
$634K · 36K shares
$620K · 24K shares
$616K · 2K shares
$592K · 1K shares
$590K · 11K shares
$581K · 5K shares
$575K · 3K shares
$573K · 11K shares
$567K · 2K shares
$564K · 3K shares
$562K · 3K shares
$550K · 1K shares
$542K · 5K shares
$542K · 11K shares
$540K · 4K shares
$539K · 2K shares
$534K · 7K shares
$528K · 2K shares
$525K · 1K shares
$514K · 5K shares
$506K · 3K shares
$503K · 2K shares
$503K · 2K shares
$487K · 6K shares
$480K · 3K shares
$478K · 6K shares
$478K · 3K shares
$473K · 2K shares
$473K · 2K shares
$472K · 10K shares
$468K · 3K shares
$468K · 3K shares
$456K · 2K shares
$449K · 6K shares
$440K · 910 shares
$438K · 11K shares
$436K · 37K shares
$433K · 3K shares
$414K · 15K shares
$405K · 872 shares
$405K · 52K shares
$402K · 1K shares
$400K · 2K shares
$396K · 6K shares
$393K · 5K shares
$391K · 4K shares
$389K · 2K shares
$387K · 2K shares
$384K · 5K shares
$382K · 1K shares
$372K · 4K shares
$365K · 1K shares
$364K · 3K shares
$362K · 2K shares
$351K · 10K shares
$351K · 3K shares
$350K · 7K shares
$350K · 2K shares
$347K · 12K shares
$346K · 8K shares
$344K · 20K shares
$341K · 769 shares
$340K · 2K shares
$338K · 1K shares
$338K · 869 shares
$336K · 63K shares
$335K · 2K shares
$333K · 10K shares
$331K · 400K shares
$330K · 4K shares
$329K · 703 shares
$327K · 2K shares
$326K · 2K shares
$322K · 3K shares
$319K · 2K shares
$318K · 2K shares
$317K · 1K shares
$313K · 2K shares
$310K · 4K shares
$307K · 791 shares
$305K · 3K shares
$304K · 8K shares
$303K · 16K shares
$301K · 750 shares
$300K · 5K shares
$298K · 8K shares
$296K · 5K shares
$296K · 5K shares
$293K · 5K shares
$292K · 2K shares
$288K · 1K shares
FLEXSHARES TR
$288K · 1K shares
$287K · 8K shares
$286K · 5K shares
$286K · 1K shares
$283K · 5K shares
$280K · 15K shares
$279K · 729 shares
$278K · 1K shares
$277K · 10K shares
$275K · 5K shares
$274K · 10K shares
$274K · 6K shares
$273K · 2K shares
$269K · 2K shares
$266K · 3K shares
$264K · 3K shares
$259K · 1K shares
$259K · 2K shares
$251K · 720 shares
$249K · 2K shares
$249K · 725 shares
$239K · 9K shares
$238K · 1K shares
$237K · 1K shares
$235K · 3K shares
$234K · 3K shares
$233K · 3K shares
$233K · 3K shares
$232K · 814 shares
$232K · 1K shares
$232K · 6K shares
$231K · 771 shares
$230K · 2K shares
$229K · 1K shares
$229K · 2K shares
$227K · 1K shares
$224K · 667 shares
$222K · 993 shares
$221K · 1K shares
$221K · 656 shares
$220K · 2K shares
$220K · 6K shares
$219K · 2K shares
$218K · 1K shares
$218K · 8K shares
$217K · 4K shares
$216K · 8K shares
$216K · 14K shares
$215K · 2K shares
$214K · 5K shares
$213K · 2K shares
$211K · 2K shares
$211K · 3K shares
$209K · 5K shares
$209K · 659 shares
$207K · 822 shares
$207K · 2K shares
$207K · 6K shares
$206K · 1K shares
$205K · 1K shares
$198K · 54K shares
$195K · 46K shares
$143K · 12K shares
$139K · 139K shares
$136K · 21K shares
$125K · 183K shares
$89K · 36K shares
$81K · 16K shares
$67K · 17K shares
$33K · 17K shares
$32K · 47K shares
$7K · 12K shares
$4K · 4K shares
$3K · 5K shares
$3K · 5K shares
$2K · 3K shares
$1K · 3K shares
$1K · 2K shares
$1K · 1K shares
$1K · 2K shares
$1K · 1K shares
$1K · 1K shares
$1K · 192 shares
$1K · 2K shares
$933 · 2K shares
$929 · 1K shares
$887 · 2K shares
$697 · 574 shares
$587 · 1K shares
$580 · 575 shares
$579 · 960 shares
$560 · 726 shares
$443 · 220 shares
$319 · 424 shares
$275 · 539 shares
$265 · 328 shares
$216 · 372 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 112 | $400.4M | 62.5% |
| Technology | 57 | $112.6M | 17.6% |
| Unknown | 24 | $36.1M | 5.6% |
| Communication Services | 17 | $23.4M | 3.7% |
| Healthcare | 25 | $17.1M | 2.7% |
| Industrials | 37 | $13.9M | 2.2% |
| Consumer Cyclical | 12 | $13.0M | 2.0% |
| Consumer Defensive | 16 | $12.2M | 1.9% |
| Real Estate | 6 | $3.7M | 0.6% |
| Basic Materials | 5 | $3.6M | 0.6% |
| Energy | 7 | $3.6M | 0.6% |
| Utilities | 4 | $511K | 0.1% |