BSW Wealth Partners Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$729.7B
Holdings
318
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (318 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 186,231 | $115.6B | 15.85% | |
| 2 | AVDEAMERICAN CENTY ETF TR | 621,784 | $46.0B | 6.31% | |
| 3 | AVUSAMERICAN CENTY ETF TR | 365,900 | $36.9B | 5.06% | |
| 4 | VTEBVANGUARD MUN BD FDS | 644,765 | $31.6B | 4.33% | |
| 5 | VGITVANGUARD SCOTTSDALE FDS | 500,547 | $29.9B | 4.10% | |
| 6 | SPYSPDR S&P 500 ETF TR | 47,480 | $29.3B | 4.02% | |
| 7 | IDEVISHARES TR | 315,345 | $24.0B | 3.29% | |
| 8 | AAPLAPPLE INC | 96,870 | $19.9B | 2.72% | |
| 9 | AVEMAMERICAN CENTY ETF TR | 210,041 | $14.4B | 1.97% | |
| 10 | IEMGISHARES INC | 231,935 | $13.9B | 1.91% | |
| 11 | AORISHARES TR | 212,686 | $13.1B | 1.79% | |
| 12 | AQLTISHARES TR | 140,368 | $11.7B | 1.61% | |
| 13 | NVDANVIDIA CORPORATION | 71,743 | $11.3B | 1.55% | |
| 14 | AVESAMERICAN CENTY ETF TR | 194,087 | $10.4B | 1.42% | |
| 15 | IAU*ISHARES GOLD TR | 153,429 | $9.6B | 1.31% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 145,858 | $8.3B | 1.14% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 87,604 | $8.0B | 1.09% | |
| 18 | MSFTMICROSOFT CORP | 15,854 | $7.9B | 1.08% | |
| 19 | VTIVANGUARD INDEX FDS | 25,937 | $7.9B | 1.08% | |
| 20 | MUBISHARES TR | 74,868 | $7.8B | 1.07% | |
| 21 | ESGVVANGUARD WORLD FD | 69,182 | $7.6B | 1.04% | |
| 22 | AMZNAMAZON COM INC | 31,229 | $6.9B | 0.94% | |
| 23 | VOOVANGUARD INDEX FDS | 12,033 | $6.8B | 0.94% | |
| 24 | MGVVANGUARD WORLD FD | 47,224 | $6.2B | 0.85% | |
| 25 | CRBNISHARES TR | 27,991 | $5.9B | 0.81% | |
| 26 | ESGDISHARES TR | 61,530 | $5.5B | 0.75% | |
| 27 | EFAISHARES TR | 61,211 | $5.5B | 0.75% | |
| 28 | GOOGALPHABET INC | 28,457 | $5.0B | 0.69% | |
| 29 | IJHISHARES TR | 76,898 | $4.8B | 0.65% | |
| 30 | IWMISHARES TR | 19,906 | $4.3B | 0.59% | |
| 31 | PGPROCTER AND GAMBLE CO | 26,260 | $4.2B | 0.57% | |
| 32 | AVGOBROADCOM INC | 14,588 | $4.0B | 0.55% | |
| 33 | NULVNUSHARES ETF TR | 95,934 | $4.0B | 0.55% | |
| 34 | ACWIISHARES TR | 30,907 | $4.0B | 0.54% | |
| 35 | METAMETA PLATFORMS INC | 4,831 | $3.6B | 0.49% | |
| 36 | NUSCNUSHARES ETF TR | 86,830 | $3.5B | 0.48% | |
| 37 | JPMJPMORGAN CHASE & CO. | 11,978 | $3.5B | 0.48% | |
| 38 | XVVISHARES TR | 70,207 | $3.3B | 0.46% | |
| 39 | GOOGLALPHABET INC | 18,454 | $3.3B | 0.45% | |
| 40 | LLYELI LILLY & CO | 3,479 | $2.7B | 0.37% | |
| 41 | LINLINDE PLC | 5,466 | $2.6B | 0.35% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,040 | $2.4B | 0.34% | |
| 43 | SCHFSCHWAB STRATEGIC TR | 110,626 | $2.4B | 0.34% | |
| 44 | DELLDELL TECHNOLOGIES INC | 19,577 | $2.4B | 0.33% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 48,009 | $2.4B | 0.33% | |
| 46 | VVISA INC | 6,671 | $2.4B | 0.32% | |
| 47 | XLKSELECT SECTOR SPDR TR | 9,109 | $2.3B | 0.32% | |
| 48 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,717 | $2.2B | 0.30% | |
| 49 | VTVANGUARD INTL EQUITY INDEX F | 16,049 | $2.1B | 0.28% | |
| 50 | NDQINVESCO QQQ TR | 3,683 | $2.0B | 0.28% | |
| 51 | PEPPEPSICO INC | 15,295 | $2.0B | 0.28% | |
| 52 | KOCOCA COLA CO | 28,374 | $2.0B | 0.28% | |
| 53 | WDWALKER & DUNLOP INC | 28,077 | $2.0B | 0.27% | |
| 54 | EEMISHARES TR | 40,510 | $2.0B | 0.27% | |
| 55 | ORCLORACLE CORP | 8,525 | $1.9B | 0.26% | |
| 56 | ABBVABBVIE INC | 9,702 | $1.8B | 0.25% | |
| 57 | DISDISNEY WALT CO | 14,436 | $1.8B | 0.25% | |
| 58 | TRVTRAVELERS COMPANIES INC | 6,649 | $1.8B | 0.24% | |
| 59 | IWFISHARES TR | 4,019 | $1.7B | 0.23% | |
| 60 | ABTABBOTT LABS | 12,541 | $1.7B | 0.23% | |
| 61 | NFLXNETFLIX INC | 1,246 | $1.7B | 0.23% | |
| 62 | HDHOME DEPOT INC | 4,503 | $1.7B | 0.23% | |
| 63 | SCHBSCHWAB STRATEGIC TR | 68,825 | $1.6B | 0.22% | |
| 64 | VBRVANGUARD INDEX FDS | 7,748 | $1.5B | 0.21% | |
| 65 | INTUINTUIT | 1,918 | $1.5B | 0.21% | |
| 66 | PFEPFIZER INC | 62,046 | $1.5B | 0.21% | |
| 67 | MRKMERCK & CO INC | 17,914 | $1.4B | 0.19% | |
| 68 | MAMASTERCARD INCORPORATED | 2,464 | $1.4B | 0.19% | |
| 69 | COSTCOSTCO WHSL CORP NEW | 1,353 | $1.3B | 0.18% | |
| 70 | AXPAMERICAN EXPRESS CO | 4,058 | $1.3B | 0.18% | |
| 71 | AMDADVANCED MICRO DEVICES INC | 9,081 | $1.3B | 0.18% | |
| 72 | UNPUNION PAC CORP | 5,455 | $1.3B | 0.17% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 4,177 | $1.2B | 0.17% | |
| 74 | NAGENIAGEN BIOSCIENCE INC | 85,000 | $1.2B | 0.17% | |
| 75 | INTCINTEL CORP | 54,353 | $1.2B | 0.17% | |
| 76 | DOVDOVER CORP | 6,469 | $1.2B | 0.16% | |
| 77 | WMTWALMART INC | 11,903 | $1.2B | 0.16% | |
| 78 | ADPAUTOMATIC DATA PROCESSING IN | 3,707 | $1.1B | 0.16% | |
| 79 | ESMLISHARES TR | 27,272 | $1.1B | 0.15% | |
| 80 | CRMSALESFORCE INC | 4,078 | $1.1B | 0.15% | |
| 81 | LRCXLAM RESEARCH CORP | 11,327 | $1.1B | 0.15% | |
| 82 | BKNGBOOKING HOLDINGS INC | 190 | $1.1B | 0.15% | |
| 83 | ACNACCENTURE PLC IRELAND | 3,658 | $1.1B | 0.15% | |
| 84 | VBVANGUARD INDEX FDS | 4,597 | $1.1B | 0.15% | |
| 85 | GQ9SPDR GOLD TR | 3,573 | $1.1B | 0.15% | |
| 86 | TAT&T INC | 37,348 | $1.1B | 0.15% | |
| 87 | XOMEXXON MOBIL CORP | 9,763 | $1.1B | 0.14% | |
| 88 | UBERUBER TECHNOLOGIES INC | 10,959 | $1.0B | 0.14% | |
| 89 | GSGOLDMAN SACHS GROUP INC | 1,439 | $1.0B | 0.14% | |
| 90 | NOWSERVICENOW INC | 990 | $1.0B | 0.14% | |
| 91 | TJXTJX COS INC NEW | 8,223 | $1.0B | 0.14% | |
| 92 | IWDISHARES TR | 5,148 | $999.9M | 0.14% | |
| 93 | VBKVANGUARD INDEX FDS | 3,505 | $970.8M | 0.13% | |
| 94 | SPGIS&P GLOBAL INC | 1,824 | $961.7M | 0.13% | |
| 95 | LUMNLUMEN TECHNOLOGIES INC | 215,078 | $942.0M | 0.13% | |
| 96 | CATCATERPILLAR INC | 2,414 | $937.0M | 0.13% | |
| 97 | BSXBOSTON SCIENTIFIC CORP | 8,667 | $930.9M | 0.13% | |
| 98 | VVVANGUARD INDEX FDS | 3,250 | $927.2M | 0.13% | |
| 99 | IBNICICI BANK LIMITED | 27,041 | $909.7M | 0.12% | |
| 100 | BXBLACKSTONE INC | 6,076 | $908.9M | 0.12% |
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