BSW Wealth Partners
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), BSW Wealth Partners reported 318 stock positions worth $729.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.8% of the portfolio, followed by Avantis International Equity (AVDE, 6.3%) and Avantis U.S. Equity ETF (AVUS, 5.1%). Compared with Q1 2025, it opened 24 new positions, sold out of 12, added to 120 and reduced 153. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +7%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001512601
- Portfolio Value
- $729.7M (Q2 2025)
- SEC Filing
- 0001512601-25-000009 ↗ filed Jul 18, 2025
Holdings Value
Holdings 318 stocks · $729.7M
| IVV iShares Core S&P 500 ETF | 15.85% | 186,231 | $115.6M | Add +6.8% |
| AVDE Avantis International Equity | 6.31% | 621,784 | $46.0M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 5.06% | 365,900 | $36.9M | Add +6.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.33% | 644,765 | $31.6M | Reduce -14.2% |
| VGIT Vanguard Intermediate-Term T | 4.10% | 500,547 | $29.9M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.02% | 47,480 | $29.3M | Add +1.8% |
| IDEV iShares Core MSCI Dev MKTS | 3.29% | 315,345 | $24.0M | Add +4.4% |
| AAPL Apple Inc. | 2.72% | 96,870 | $19.9M | Reduce -4.1% |
| AVEM Avantis Emerging Markets Eq | 1.97% | 210,041 | $14.4M | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 1.91% | 231,935 | $13.9M | Reduce -0.3% |
| AOR iShares Core 60/40 Balanced | 1.79% | 212,686 | $13.1M | Add +25.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.61% | 140,368 | $11.7M | Reduce -17.1% |
| NVDA Nvidia Corp. | 1.55% | 71,743 | $11.3M | Add +1.6% |
| AVES Avantis Emerging Markets Val | 1.42% | 194,087 | $10.4M | Add +6.0% |
| IAU iShares Gold Trust | 1.31% | 153,429 | $9.6M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 145,858 | $8.3M | Add +18.2% |
| AVUV Avantis US Small Cap Value | 1.09% | 87,604 | $8.0M | Add +25.1% |
| MSFT Microsoft Corp. | 1.08% | 15,854 | $7.9M | Reduce -10.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 25,937 | $7.9M | Add +10.8% |
| MUB iShares National Muni Bond E | 1.07% | 74,868 | $7.8M | Add +193.9% |
| ESGV Vanguard ESG US Stock ETF | 1.04% | 69,182 | $7.6M | Add +23.3% |
| AMZN Amazon.com Inc. | 0.94% | 31,229 | $6.9M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.94% | 12,033 | $6.8M | Reduce -4.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.85% | 47,224 | $6.2M | Reduce -26.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.81% | 27,991 | $5.9M | Add +12.5% |
| ESGD iShares Trust iShares ESG Aw | 0.75% | 61,530 | $5.5M | Reduce -11.0% |
| EFA iShares MSCI Eafe ETF | 0.75% | 61,211 | $5.5M | Reduce -10.0% |
| GOOG Alphabet Inc. Class C | 0.69% | 28,457 | $5.0M | Reduce -4.3% |
| IJH iShares Core S&P Midcap ETF | 0.65% | 76,898 | $4.8M | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 0.59% | 19,906 | $4.3M | Reduce -21.9% |
| PG The Procter & Gamble Co. | 0.57% | 26,260 | $4.2M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.55% | 14,588 | $4.0M | Reduce -0.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.55% | 95,934 | $4.0M | Reduce -20.8% |
| ACWI iShares MSCI Acwi ETF | 0.54% | 30,907 | $4.0M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.49% | 4,831 | $3.6M | Add +1.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.48% | 86,830 | $3.5M | Reduce -11.1% |
| JPM JPMorgan Chase & Co. | 0.48% | 11,978 | $3.5M | Reduce -0.2% |
| XVV iShares ESG Select Screened | 0.46% | 70,207 | $3.3M | Reduce -18.4% |
| GOOGL Alphabet Inc. Class A | 0.45% | 18,454 | $3.3M | Reduce -5.6% |
| LLY Eli Lilly & Co. | 0.37% | 3,479 | $2.7M | Reduce -3.1% |
| LIN Linde PLC | 0.35% | 5,466 | $2.6M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 5,040 | $2.4M | Add +5.0% |
| SCHF Schwab Intl Equity ETF | 0.34% | 110,626 | $2.4M | Reduce -3.7% |
| DELL Dell Technologies -C | 0.33% | 19,577 | $2.4M | Add +12.0% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 48,009 | $2.4M | Reduce -9.3% |
| V Visa Inc. Class A | 0.32% | 6,671 | $2.4M | Add +4.5% |
| XLK SS Technology Select Sector | 0.32% | 9,109 | $2.3M | Add +155.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 9,717 | $2.2M | Add +2.8% |
| VT Vanguard Tot World STK ETF | 0.28% | 16,049 | $2.1M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 3,683 | $2.0M | Add +0.7% |
| PEP Pepsico Inc. | 0.28% | 15,295 | $2.0M | Add +0.3% |
| KO The Coca-Cola Co. | 0.28% | 28,374 | $2.0M | Reduce -0.9% |
| WD Walker & Dunlop Inc. | 0.27% | 28,077 | $2.0M | No change |
| EEM iShares MSCI Emerging Market | 0.27% | 40,510 | $2.0M | Reduce -14.7% |
| ORCL Oracle Corp. | 0.26% | 8,525 | $1.9M | Reduce -17.0% |
| ABBV Abbvie Inc. | 0.25% | 9,702 | $1.8M | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 14,436 | $1.8M | Add +0.2% |
| TRV The Travelers Cos Inc. | 0.24% | 6,649 | $1.8M | Add +2.6% |
| IWF iShares Russell 1000 Growth | 0.23% | 4,019 | $1.7M | No change |
| ABT Abbott Laboratories | 0.23% | 12,541 | $1.7M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.23% | 1,246 | $1.7M | Reduce -0.2% |
| HD Home Depot Inc. | 0.23% | 4,503 | $1.7M | Reduce -4.7% |
| SCHB Schwab US Broad Market ETF | 0.22% | 68,825 | $1.6M | Reduce -10.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 7,748 | $1.5M | Add +30.3% |
| INTU Intuit Inc. | 0.21% | 1,918 | $1.5M | Add +0.6% |
| PFE Pfizer Inc. | 0.21% | 62,046 | $1.5M | Reduce -11.6% |
| MRK Merck & Co. Inc. | 0.19% | 17,914 | $1.4M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.19% | 2,464 | $1.4M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.18% | 1,353 | $1.3M | Reduce -0.2% |
| AXP American Express Co. | 0.18% | 4,058 | $1.3M | Add +0.7% |
| AMD Advanced Micro Devices | 0.18% | 9,081 | $1.3M | Add +1.2% |
| UNP Union Pacific Corp. | 0.17% | 5,455 | $1.3M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 4,177 | $1.2M | New |
| NAGE Niagen Bioscience Inc. | 0.17% | 85,000 | $1.2M | Add +3.9% |
| INTC Intel Corp. | 0.17% | 54,353 | $1.2M | Add +4.1% |
| DOV Dover Corp. | 0.16% | 6,469 | $1.2M | Add +0.8% |
| WMT Walmart Inc. | 0.16% | 11,903 | $1.2M | Add +0.3% |
| ADP Automatic Data Processing | 0.16% | 3,707 | $1.1M | Reduce -1.4% |
| ESML iShares ESG Aware MSCI USA S | 0.15% | 27,272 | $1.1M | Add +45.7% |
| CRM Salesforce Inc. | 0.15% | 4,078 | $1.1M | Add +4.3% |
| LRCX Lam Research Corp. | 0.15% | 11,327 | $1.1M | Add +2.8% |
| BKNG Booking Holdings Inc. | 0.15% | 190 | $1.1M | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.15% | 3,658 | $1.1M | Reduce -10.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 4,597 | $1.1M | Reduce -16.7% |
| GLD SPDR Gold Shares | 0.15% | 3,573 | $1.1M | Reduce -1.0% |
| T AT&T Inc. | 0.15% | 37,348 | $1.1M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.14% | 9,763 | $1.1M | Reduce -26.2% |
| UBER Uber Technologies Inc. | 0.14% | 10,959 | $1.0M | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,439 | $1.0M | Add +0.7% |
| NOW ServiceNow Inc. | 0.14% | 990 | $1.0M | Add +18.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 8,223 | $1.0M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.14% | 5,148 | $1000K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,505 | $971K | No change |
| SPGI S&P Global Inc. | 0.13% | 1,824 | $962K | Reduce -0.5% |
| LUMN Lumen Technologies Inc. | 0.13% | 215,078 | $942K | Add +19.4% |
| CAT Caterpillar Inc. | 0.13% | 2,414 | $937K | Reduce -0.5% |
| BSX Boston Scientific Corp. | 0.13% | 8,667 | $931K | Add +2.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 3,250 | $927K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.12% | 27,041 | $910K | Add +4.5% |
| BX Blackstone Inc. | 0.12% | 6,076 | $909K | Add +1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.2% | 4.33% | −1.33 |
| AAPL Apple Inc. | Reduce -4.1% | 2.72% | −0.68 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -26.4% | 0.85% | −0.41 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.1% | 1.61% | −0.34 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -20.8% | 0.55% | −0.19 |
| IWM iShares Russell 2000 ETF | Reduce -21.9% | 0.59% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -12.7% | 0.10% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.57% | −0.11 |
| ESGD iShares Trust iShares ESG Aw | Reduce -11.0% | 0.75% | −0.11 |
| XVV iShares ESG Select Screened | Reduce -18.4% | 0.46% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -26.2% | 0.14% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -10.0% | 0.75% | −0.09 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -11.1% | 0.48% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 0.37% | −0.08 |
| ISCF iShares International Small | Sold out | 0.00% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.25% | −0.07 |
| PFE Pfizer Inc. | Reduce -11.6% | 0.21% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 0.19% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.7% | 0.65% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 0.94% | −0.05 |
| EEM iShares MSCI Emerging Market | Reduce -14.7% | 0.27% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -32.5% | 0.10% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Reduce -24.6% | 0.10% | −0.05 |
| ACN Accenture PLC Class A | Reduce -10.9% | 0.15% | −0.04 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Reduce -11.8% | 0.11% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.4% | 0.07% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -48.8% | 0.03% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.3% | 0.33% | −0.04 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.04 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -4.7% | 0.23% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.7% | 0.15% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.28% | −0.04 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.04 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| OMC Omnicom Group | Sold out | 0.00% | −0.03 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.6% | 0.05% | −0.03 |
| GE General Electric | Reduce -45.3% | 0.05% | −0.03 |
| PNC PNC Financial Services Group | Reduce -23.9% | 0.08% | −0.03 |
| CVX Chevron Corp. | Reduce -1.2% | 0.09% | −0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -10.7% | 0.22% | −0.03 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.09% | −0.02 |
| VFC VF Corp. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -0.3% | 0.10% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.17% | −0.02 |
| GWW WW Grainger Inc. | Reduce -13.7% | 0.10% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +6.8% | 15.85% | +0.97 |
| MUB iShares National Muni Bond E | Add +193.9% | 1.07% | +0.66 |
| NVDA Nvidia Corp. | Add +1.6% | 1.55% | +0.39 |
| AOR iShares Core 60/40 Balanced | Add +25.4% | 1.79% | +0.31 |
| AVDE Avantis International Equity | Add +4.2% | 6.31% | +0.30 |
| AVUS Avantis U.S. Equity ETF | Add +6.8% | 5.06% | +0.25 |
| ESGV Vanguard ESG US Stock ETF | Add +23.3% | 1.04% | +0.20 |
| XLK SS Technology Select Sector | Add +155.8% | 0.32% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +18.2% | 1.14% | +0.19 |
| AVEM Avantis Emerging Markets Eq | Add +7.3% | 1.97% | +0.18 |
| IBM Intl Business Machines Corp. | New | 0.17% | +0.17 |
| AVUV Avantis US Small Cap Value | Add +25.1% | 1.09% | +0.17 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.4% | 3.29% | +0.13 |
| AVES Avantis Emerging Markets Val | Add +6.0% | 1.42% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.8% | 1.08% | +0.10 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +12.5% | 0.81% | +0.09 |
| DELL Dell Technologies -C | Add +12.0% | 0.33% | +0.09 |
| NAGE Niagen Bioscience Inc. | Add +3.9% | 0.17% | +0.08 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.49% | +0.07 |
| EMSF Matthews Em Sustainable | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.8% | 0.30% | +0.06 |
| COF Capital One Financial Corp. | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.8% | 4.02% | +0.06 |
| NBIS Nebius Group NV | New | 0.05% | +0.05 |
| ESML iShares ESG Aware MSCI USA S | Add +45.7% | 0.15% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| KB KB Financial Group Inc.-ADR | New | 0.04% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +30.3% | 0.21% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +18.6% | 0.14% | +0.04 |
| FERG Ferguson Enterprises Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +1.2% | 0.18% | +0.04 |
| HUBB Hubbell Inc. | New | 0.04% | +0.04 |
| ECL Ecolab Inc. | New | 0.04% | +0.04 |
| ROK Rockwell Automation Inc. | New | 0.03% | +0.03 |
| SPOT Spotify Technology SA | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +2.8% | 0.15% | +0.03 |
| DIS The Walt Disney Co. | Add +0.2% | 0.25% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.03% | +0.03 |
| INTU Intuit Inc. | Add +0.6% | 0.21% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| VTHR Vanguard Russell 3000 | New | 0.03% | +0.03 |
| DFAS Dimensional US Small Cap ETF | New | 0.03% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.03% | +0.03 |
| BEN Franklin Templeton Inc. | New | 0.03% | +0.03 |
| BAP Credicorp Ltd. | New | 0.03% | +0.03 |
| VTWO Vanguard Russell 2000 ETF | New | 0.03% | +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 |