BSW Wealth Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), BSW Wealth Partners reported 306 stock positions worth $658.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.9% of the portfolio, followed by Avantis International Equity (AVDE, 6.0%) and Vanguard Tax-Exempt Bond ETF (VTEB, 5.7%). Compared with Q4 2024, it opened 27 new positions, sold out of 29, added to 112 and reduced 149. The biggest buy was Avantis International Equity (AVDE, shares +1%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001512601
- Portfolio Value
- $658.6M (Q1 2025)
- SEC Filing
- 0001512601-25-000007 ↗ filed Apr 24, 2025
Holdings Value
Holdings 306 stocks · $658.6M
| IVV iShares Core S&P 500 ETF | 14.88% | 174,391 | $98.0M | Reduce -1.7% |
| AVDE Avantis International Equity | 6.00% | 596,607 | $39.5M | Add +1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.66% | 751,673 | $37.3M | Reduce -0.9% |
| AVUS Avantis U.S. Equity ETF | 4.81% | 342,647 | $31.7M | Reduce -1.1% |
| VGIT Vanguard Intermediate-Term T | 4.18% | 463,861 | $27.6M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.96% | 46,628 | $26.1M | Reduce -1.2% |
| AAPL Apple Inc. | 3.41% | 101,023 | $22.4M | Reduce -8.3% |
| IDEV iShares Core MSCI Dev MKTS | 3.16% | 302,094 | $20.8M | Add +3.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.94% | 169,325 | $12.8M | Reduce -10.9% |
| IEMG iShares Core MSCI Emerging | 1.91% | 232,610 | $12.6M | Reduce -0.5% |
| AVEM Avantis Emerging Markets Eq | 1.79% | 195,779 | $11.8M | Add +0.1% |
| AOR iShares Core 60/40 Balanced | 1.48% | 169,641 | $9.8M | Add +4.4% |
| IAU iShares Gold Trust | 1.34% | 149,779 | $8.8M | Add +4.2% |
| AVES Avantis Emerging Markets Val | 1.31% | 183,098 | $8.6M | Add +1.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.25% | 64,152 | $8.3M | Reduce -7.7% |
| NVDA Nvidia Corp. | 1.16% | 70,630 | $7.7M | Reduce -7.7% |
| MSFT Microsoft Corp. | 1.01% | 17,792 | $6.7M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 0.99% | 12,647 | $6.5M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.98% | 23,407 | $6.4M | Add +3.8% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 123,388 | $6.3M | Add +5.9% |
| AVUV Avantis US Small Cap Value | 0.93% | 70,049 | $6.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.91% | 31,484 | $6.0M | Reduce -3.9% |
| ESGD iShares Trust iShares ESG Aw | 0.86% | 69,129 | $5.6M | Reduce -8.8% |
| EFA iShares MSCI Eafe ETF | 0.84% | 68,012 | $5.6M | Reduce -2.7% |
| ESGV Vanguard ESG US Stock ETF | 0.83% | 56,106 | $5.5M | Reduce -13.8% |
| IWM iShares Russell 2000 ETF | 0.77% | 25,486 | $5.1M | Reduce -3.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.74% | 121,048 | $4.9M | Reduce -11.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.72% | 24,877 | $4.8M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.71% | 79,867 | $4.7M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.71% | 29,727 | $4.6M | Add +21.4% |
| PG The Procter & Gamble Co. | 0.68% | 26,339 | $4.5M | Reduce -1.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.57% | 97,614 | $3.7M | Reduce -8.2% |
| XVV iShares ESG Select Screened | 0.56% | 85,987 | $3.7M | Reduce -9.4% |
| ACWI iShares MSCI Acwi ETF | 0.55% | 30,859 | $3.6M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 0.46% | 19,540 | $3.0M | Reduce -18.4% |
| LLY Eli Lilly & Co. | 0.45% | 3,590 | $3.0M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.45% | 12,004 | $2.9M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.42% | 4,768 | $2.7M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 0.41% | 25,476 | $2.7M | Reduce -30.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 4,799 | $2.6M | Add +0.2% |
| LIN Linde PLC | 0.38% | 5,380 | $2.5M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.37% | 14,672 | $2.5M | Reduce -2.5% |
| WD Walker & Dunlop Inc. | 0.36% | 28,077 | $2.4M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 52,932 | $2.4M | Reduce -9.4% |
| PEP Pepsico Inc. | 0.35% | 15,245 | $2.3M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.35% | 114,904 | $2.3M | Add +0.3% |
| V Visa Inc. Class A | 0.34% | 6,384 | $2.2M | Add +0.9% |
| ABBV Abbvie Inc. | 0.32% | 9,966 | $2.1M | Reduce -13.2% |
| EEM iShares MSCI Emerging Market | 0.32% | 47,484 | $2.1M | Reduce -14.5% |
| KO The Coca-Cola Co. | 0.31% | 28,634 | $2.1M | Reduce -5.1% |
| VT Vanguard Tot World STK ETF | 0.27% | 15,484 | $1.8M | Add +16.3% |
| PFE Pfizer Inc. | 0.27% | 70,209 | $1.8M | Add +32.6% |
| HD Home Depot Inc. | 0.26% | 4,726 | $1.7M | Add +2.6% |
| TRV The Travelers Cos Inc. | 0.26% | 6,483 | $1.7M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 3,656 | $1.7M | Add +1.8% |
| MRK Merck & Co. Inc. | 0.26% | 18,826 | $1.7M | Add +4.8% |
| ABT Abbott Laboratories | 0.25% | 12,556 | $1.7M | Add +1.1% |
| SCHB Schwab US Broad Market ETF | 0.25% | 77,052 | $1.7M | Reduce -0.3% |
| DELL Dell Technologies -C | 0.24% | 17,480 | $1.6M | Add +43.3% |
| XOM Exxon Mobil Corp. | 0.24% | 13,234 | $1.6M | Reduce -3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 9,452 | $1.6M | Add +5.5% |
| IWF iShares Russell 1000 Growth | 0.22% | 4,019 | $1.5M | Add +15.8% |
| ORCL Oracle Corp. | 0.22% | 10,266 | $1.4M | Reduce -2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 14,408 | $1.4M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.21% | 2,673 | $1.4M | Add +7.5% |
| UNP Union Pacific Corp. | 0.20% | 5,467 | $1.3M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.19% | 1,356 | $1.3M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.19% | 4,108 | $1.3M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.19% | 2,264 | $1.2M | Reduce -2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 5,521 | $1.2M | Add +11.7% |
| INTC Intel Corp. | 0.18% | 52,232 | $1.2M | Reduce -14.3% |
| INTU Intuit Inc. | 0.18% | 1,907 | $1.2M | Add +8.3% |
| NFLX Netflix Inc. | 0.18% | 1,249 | $1.2M | Reduce -20.0% |
| ADP Automatic Data Processing | 0.17% | 3,759 | $1.1M | Add +1.0% |
| DOV Dover Corp. | 0.17% | 6,418 | $1.1M | Add +5.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 5,948 | $1.1M | Reduce -2.1% |
| AXP American Express Co. | 0.16% | 4,028 | $1.1M | Add +4.6% |
| T AT&T Inc. | 0.16% | 37,489 | $1.1M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.16% | 3,908 | $1.0M | Reduce -2.3% |
| WMT Walmart Inc. | 0.16% | 11,863 | $1.0M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.16% | 3,608 | $1.0M | Add +0.1% |
| JNJ Johnson & Johnson | 0.15% | 6,134 | $1.0M | Reduce -9.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 8,272 | $1.0M | Add +19.4% |
| IWD iShares Russell 1000 Value E | 0.15% | 5,148 | $969K | Add +18.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 18,367 | $934K | Reduce -19.2% |
| SPGI S&P Global Inc. | 0.14% | 1,833 | $931K | Add +29.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 25,425 | $926K | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.14% | 8,970 | $922K | Add +1.4% |
| BKNG Booking Holdings Inc. | 0.14% | 194 | $894K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,505 | $883K | Add +3.1% |
| QCOM Qualcomm Inc. | 0.13% | 5,616 | $863K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.13% | 18,956 | $860K | Reduce -4.9% |
| BSX Boston Scientific Corp. | 0.13% | 8,479 | $855K | Add +7.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 3,250 | $835K | No change |
| BX Blackstone Inc. | 0.13% | 5,960 | $833K | Reduce -3.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.12% | 25,886 | $816K | Reduce -9.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.12% | 823 | $813K | Reduce -1.1% |
| TMUS T-Mobile US Inc. | 0.12% | 3,047 | $813K | Reduce -3.5% |
| UBER Uber Technologies Inc. | 0.12% | 11,031 | $804K | Add +8.9% |
| LRCX Lam Research Corp. | 0.12% | 11,020 | $801K | Reduce -0.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -8.3% | 3.41% | −0.64 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 14.88% | −0.45 |
| NVDA Nvidia Corp. | Reduce -7.7% | 1.16% | −0.35 |
| MSFT Microsoft Corp. | Reduce -12.5% | 1.01% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 0.46% | −0.21 |
| ESGV Vanguard ESG US Stock ETF | Reduce -13.8% | 0.83% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -30.3% | 0.41% | −0.16 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 0.91% | −0.15 |
| AVGO Broadcom Inc. | Reduce -2.5% | 0.37% | −0.14 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.1% | 4.81% | −0.12 |
| TSLA Tesla Inc. | Reduce -20.7% | 0.11% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 3.96% | −0.10 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.09 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -8.2% | 0.57% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -3.4% | 0.77% | −0.08 |
| DHR Danaher Corp. | Reduce -57.6% | 0.05% | −0.08 |
| XVV iShares ESG Select Screened | Reduce -9.4% | 0.56% | −0.07 |
| AVUV Avantis US Small Cap Value | Reduce -0.5% | 0.93% | −0.07 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.06 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -40.6% | 0.09% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -43.6% | 0.07% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -11.9% | 0.74% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -40.7% | 0.06% | −0.05 |
| IT Gartner Inc. | Sold out | 0.00% | −0.05 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -11.6% | 0.10% | −0.05 |
| CI The Cigna Group | Sold out | 0.00% | −0.04 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.04 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -49.8% | 0.06% | −0.04 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.22% | −0.04 |
| UHAL.B U-Haul Holding Co.-Non Voting | Sold out | 0.00% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -36.1% | 0.05% | −0.04 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.16% | −0.04 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.04 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.04 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -30.6% | 0.03% | −0.03 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.03 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.03 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.03 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.03 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.03 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| AVDE Avantis International Equity | Add +1.0% | 6.00% | +0.68 |
| VGIT Vanguard Intermediate-Term T | Add +8.2% | 4.18% | +0.53 |
| IDEV iShares Core MSCI Dev MKTS | Add +3.7% | 3.16% | +0.40 |
| IAU iShares Gold Trust | Add +4.2% | 1.34% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +5.9% | 0.95% | +0.13 |
| AOR iShares Core 60/40 Balanced | Add +4.4% | 1.48% | +0.12 |
| AVEM Avantis Emerging Markets Eq | Add +0.1% | 1.79% | +0.10 |
| AVES Avantis Emerging Markets Val | Add +1.1% | 1.31% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.39% | +0.07 |
| TEL Te Connectivity PLC | New | 0.07% | +0.07 |
| SNY Sanofi-ADR | New | 0.07% | +0.07 |
| PFE Pfizer Inc. | Add +32.6% | 0.27% | +0.06 |
| GRMN Garmin Ltd. | New | 0.06% | +0.06 |
| SONY Sony Group Corp. - SP ADR | Add +87.0% | 0.10% | +0.06 |
| XLK SS Technology Select Sector | Add +125.0% | 0.11% | +0.06 |
| WELL Welltower Inc. | Add +61.1% | 0.11% | +0.05 |
| DASH DoorDash Inc. Class A | New | 0.05% | +0.05 |
| XLF SS Financial Select Sector | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +1.1% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 0.45% | +0.05 |
| V Visa Inc. Class A | Add +0.9% | 0.34% | +0.05 |
| AFL Aflac Inc. | New | 0.04% | +0.04 |
| AVXC Avantis Emg MKT Ex China ETF | New | 0.04% | +0.04 |
| VT Vanguard Tot World STK ETF | Add +16.3% | 0.27% | +0.04 |
| SCHD Schwab US DVD Equity ETF | New | 0.04% | +0.04 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| GPC Genuine Parts Co. | New | 0.04% | +0.04 |
| ZTS Zoetis Inc. | New | 0.04% | +0.04 |
| FOX Fox Corp. Class B | New | 0.04% | +0.04 |
| SPGI S&P Global Inc. | Add +29.1% | 0.14% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| KHC The Kraft Heinz Co. | New | 0.04% | +0.04 |
| DELL Dell Technologies -C | Add +43.3% | 0.24% | +0.04 |
| XCEM Columbia Em Core Ex-China | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +100.2% | 0.08% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.0% | 0.99% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.35% | +0.03 |
| TTWO Take-Two Interactive Softwre | New | 0.03% | +0.03 |
| FAST Fastenal Co. | New | 0.03% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.03% | +0.03 |
| OMC Omnicom Group | New | 0.03% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | Add +8.9% | 0.12% | +0.03 |
| JCI Johnson Controls Internation | Add +90.8% | 0.06% | +0.03 |
| CHD Church & Dwight Co. Inc. | New | 0.03% | +0.03 |
| EQH Equitable Holdings Inc. | New | 0.03% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.03% | +0.03 |
| EBAY eBay Inc. | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +19.4% | 0.15% | +0.03 |
| GLD SPDR Gold Shares | Add +0.1% | 0.16% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 331 | $899.2M | IVV, AVDE, AVUS, VTEB, VGIT |
| Q1 2026 | 312 | $819.4M | IVV, AVDE, AVUS, VGIT, VTEB |
| Q4 2025 | 322 | $833.4M | IVV, AVDE, AVUS, VGIT, SPY |
| Q3 2025 | 324 | $802.9M | IVV, AVDE, AVUS, VGIT, VTEB |
| Q2 2025 | 318 | $729.7M | IVV, AVDE, AVUS, VTEB, VGIT |
| Q1 2025 | 306 | $658.6M | IVV, AVDE, VTEB, AVUS, VGIT |
| Q4 2024 | 308 | $681.3M | IVV, VTEB, AVDE, AVUS, SPY |
| Q3 2024 | 303 | $666.4M | IVV, AVDE, VTEB, AVUS, SPY |
| Q2 2024 | 296 | $609.5M | IVV, VTEB, AVDE, AVUS, SPY |
| Q1 2024 | 302 | $590.3M | IVV, VTEB, AVDE, SPY, VGIT |