BSW Wealth Partners
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), BSW Wealth Partners reported 324 stock positions worth $802.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.1% of the portfolio, followed by Avantis International Equity (AVDE, 6.4%) and Avantis U.S. Equity ETF (AVUS, 5.2%). Compared with Q2 2025, it opened 33 new positions, sold out of 27, added to 144 and reduced 117. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001512601
- Portfolio Value
- $802.9M (Q3 2025)
- SEC Filing
- 0001512601-25-000013 ↗ filed Oct 15, 2025
Holdings Value
Holdings 324 stocks · $802.9M
| IVV iShares Core S&P 500 ETF | 16.09% | 192,997 | $129.2M | Add +3.6% |
| AVDE Avantis International Equity | 6.37% | 648,068 | $51.1M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 5.18% | 382,514 | $41.6M | Add +4.5% |
| VGIT Vanguard Intermediate-Term T | 4.04% | 540,773 | $32.5M | Add +8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.00% | 641,405 | $32.1M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.94% | 47,452 | $31.6M | Reduce -0.1% |
| IDEV iShares Core MSCI Dev MKTS | 3.46% | 347,007 | $27.8M | Add +10.0% |
| AAPL Apple Inc. | 3.09% | 97,411 | $24.8M | Add +0.6% |
| AVEM Avantis Emerging Markets Eq | 2.04% | 217,549 | $16.3M | Add +3.6% |
| IEMG iShares Core MSCI Emerging | 1.98% | 241,222 | $15.9M | Add +4.0% |
| AOR iShares Core 60/40 Balanced | 1.89% | 235,663 | $15.2M | Add +10.8% |
| NVDA Nvidia Corp. | 1.65% | 70,847 | $13.2M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.51% | 138,417 | $12.1M | Reduce -1.4% |
| AVES Avantis Emerging Markets Val | 1.43% | 200,377 | $11.5M | Add +3.2% |
| IAU iShares Gold Trust | 1.40% | 154,332 | $11.2M | Add +0.6% |
| AVUV Avantis US Small Cap Value | 1.17% | 94,095 | $9.4M | Add +7.4% |
| VEA Vanguard Ftse Developed ETF | 1.09% | 146,427 | $8.8M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.07% | 26,083 | $8.6M | Add +0.6% |
| MSFT Microsoft Corp. | 1.00% | 15,519 | $8.0M | Reduce -2.1% |
| ESGV Vanguard ESG US Stock ETF | 0.95% | 64,081 | $7.6M | Reduce -7.4% |
| MUB iShares National Muni Bond E | 0.92% | 69,115 | $7.4M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.90% | 11,802 | $7.2M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.89% | 29,202 | $7.1M | Add +2.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.85% | 30,119 | $6.8M | Add +7.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.74% | 43,138 | $5.9M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 0.72% | 26,364 | $5.8M | Reduce -15.6% |
| EFA iShares MSCI Eafe ETF | 0.68% | 58,730 | $5.5M | Reduce -4.0% |
| ESGD iShares Trust iShares ESG Aw | 0.67% | 57,446 | $5.3M | Reduce -6.6% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 75,674 | $4.9M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.61% | 14,830 | $4.9M | Add +1.7% |
| IWM iShares Russell 2000 ETF | 0.59% | 19,457 | $4.7M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.55% | 18,030 | $4.4M | Reduce -2.3% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 31,002 | $4.3M | Add +0.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.52% | 95,348 | $4.2M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 22,721 | $4.1M | New |
| PG The Procter & Gamble Co. | 0.51% | 26,875 | $4.1M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.49% | 5,342 | $3.9M | Add +10.6% |
| JPM JPMorgan Chase & Co. | 0.47% | 11,979 | $3.8M | Add +0.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.46% | 84,525 | $3.7M | Reduce -2.6% |
| XVV iShares ESG Select Screened | 0.41% | 63,847 | $3.3M | Reduce -9.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 9,890 | $2.8M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.34% | 3,601 | $2.7M | Add +3.5% |
| VT Vanguard Tot World STK ETF | 0.33% | 19,025 | $2.6M | Add +18.5% |
| LIN Linde PLC | 0.32% | 5,485 | $2.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 5,113 | $2.6M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 47,258 | $2.6M | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 0.32% | 108,904 | $2.5M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.31% | 10,832 | $2.5M | Add +11.7% |
| XLK SS Technology Select Sector | 0.31% | 8,806 | $2.5M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.29% | 8,310 | $2.3M | Reduce -2.5% |
| V Visa Inc. Class A | 0.29% | 6,790 | $2.3M | Add +1.8% |
| KO The Coca-Cola Co. | 0.27% | 33,102 | $2.2M | Add +16.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,648 | $2.2M | Reduce -0.9% |
| DELL Dell Technologies -C | 0.27% | 15,393 | $2.2M | Reduce -21.4% |
| PEP Pepsico Inc. | 0.27% | 15,197 | $2.1M | Reduce -0.6% |
| EEM iShares MSCI Emerging Market | 0.26% | 39,085 | $2.1M | Reduce -3.5% |
| HD Home Depot Inc. | 0.24% | 4,703 | $1.9M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.23% | 4,019 | $1.9M | No change |
| NFLX Netflix Inc. | 0.23% | 1,523 | $1.8M | Add +22.2% |
| TRV The Travelers Cos Inc. | 0.22% | 6,434 | $1.8M | Reduce -3.2% |
| SCHB Schwab US Broad Market ETF | 0.21% | 66,151 | $1.7M | Reduce -3.9% |
| ABT Abbott Laboratories | 0.21% | 12,698 | $1.7M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 8,122 | $1.7M | Add +4.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 14,525 | $1.7M | Add +0.6% |
| PFE Pfizer Inc. | 0.20% | 64,271 | $1.6M | Add +3.6% |
| LRCX Lam Research Corp. | 0.20% | 11,821 | $1.6M | Add +4.4% |
| MA Mastercard Inc. Class A | 0.19% | 2,626 | $1.5M | Add +6.6% |
| MRK Merck & Co. Inc. | 0.19% | 17,719 | $1.5M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.18% | 9,132 | $1.5M | Add +0.6% |
| AXP American Express Co. | 0.18% | 4,251 | $1.4M | Add +4.8% |
| INTU Intuit Inc. | 0.17% | 2,011 | $1.4M | Add +4.8% |
| GLD SPDR Gold Shares | 0.16% | 3,573 | $1.3M | No change |
| ESML iShares ESG Aware MSCI USA S | 0.16% | 28,141 | $1.3M | Add +3.2% |
| COST Costco Wholesale Corp. | 0.16% | 1,357 | $1.3M | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.15% | 10,873 | $1.2M | Add +184.3% |
| TSLA Tesla Inc. | 0.15% | 2,706 | $1.2M | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.15% | 1,502 | $1.2M | Add +4.4% |
| WMT Walmart Inc. | 0.15% | 11,601 | $1.2M | Reduce -2.5% |
| CAT Caterpillar Inc. | 0.15% | 2,500 | $1.2M | Add +3.6% |
| UNP Union Pacific Corp. | 0.15% | 5,007 | $1.2M | Reduce -8.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 4,159 | $1.2M | Reduce -0.4% |
| INTC Intel Corp. | 0.15% | 34,786 | $1.2M | Reduce -36.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 4,587 | $1.2M | Reduce -0.2% |
| LUMN Lumen Technologies Inc. | 0.14% | 185,078 | $1.1M | Reduce -13.9% |
| ADP Automatic Data Processing | 0.14% | 3,746 | $1.1M | Add +1.1% |
| T AT&T Inc. | 0.14% | 38,781 | $1.1M | Add +3.8% |
| BX Blackstone Inc. | 0.13% | 6,327 | $1.1M | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 7,417 | $1.1M | Reduce -9.8% |
| XOM Exxon Mobil Corp. | 0.13% | 9,381 | $1.1M | Reduce -3.9% |
| WELL Welltower Inc. | 0.13% | 5,928 | $1.1M | Add +24.1% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,148 | $1.0M | No change |
| BKNG Booking Holdings Inc. | 0.13% | 191 | $1.0M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.13% | 10,400 | $1.0M | Reduce -5.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 1,046 | $1.0M | Add +3.8% |
| JNJ Johnson & Johnson | 0.13% | 5,433 | $1.0M | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,250 | $1.0M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,347 | $996K | Reduce -4.5% |
| LOW Lowe's Cos Inc. | 0.12% | 3,890 | $978K | Add +50.6% |
| CRM Salesforce Inc. | 0.12% | 4,078 | $967K | No change |
| QCOM Qualcomm Inc. | 0.12% | 5,807 | $966K | Add +1.9% |
Portfolio Sells Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.5% | 4.00% | −0.33 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -15.6% | 0.72% | −0.22 |
| MUB iShares National Muni Bond E | Reduce -7.7% | 0.92% | −0.16 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -8.7% | 0.74% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.4% | 1.51% | −0.10 |
| ESGV Vanguard ESG US Stock ETF | Reduce -7.4% | 0.95% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Reduce -6.6% | 0.67% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 3.94% | −0.08 |
| ACN Accenture PLC Class A | Reduce -37.5% | 0.07% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.1% | 1.00% | −0.08 |
| DOV Dover Corp. | Reduce -31.2% | 0.09% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -4.0% | 0.68% | −0.07 |
| DELL Dell Technologies -C | Reduce -21.4% | 0.27% | −0.06 |
| XVV iShares ESG Select Screened | Reduce -9.1% | 0.41% | −0.05 |
| DE Deere & Co. | Reduce -36.6% | 0.05% | −0.05 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.05 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.04 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -51.4% | 0.03% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Reduce -43.9% | 0.03% | −0.04 |
| PNR Pentair PLC | Sold out | 0.00% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.04 |
| TEL Te Connectivity PLC | Reduce -59.8% | 0.04% | −0.04 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 0.62% | −0.04 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -41.2% | 0.06% | −0.04 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 0.90% | −0.04 |
| CARR Carrier Global Corp. | Reduce -30.8% | 0.04% | −0.04 |
| L Loews Corp. | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.03 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −0.03 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.03 |
| GWW WW Grainger Inc. | Reduce -17.6% | 0.07% | −0.03 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Reduce -42.7% | 0.03% | −0.03 |
| K Kellanova | Sold out | 0.00% | −0.03 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.6% | 0.52% | −0.03 |
| CHT Chunghwa Telecom LT-Spon ADR | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Reduce -6.0% | 0.05% | −0.03 |
| UL Unilever PLC | Reduce -34.8% | 0.04% | −0.03 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| AIG American International Group | Reduce -28.1% | 0.04% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | New | 0.52% | +0.52 |
| AAPL Apple Inc. | Add +0.6% | 3.09% | +0.37 |
| IVV iShares Core S&P 500 ETF | Add +3.6% | 16.09% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.89% | +0.19 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.0% | 3.46% | +0.18 |
| AVUS Avantis U.S. Equity ETF | Add +4.5% | 5.18% | +0.12 |
| AOR iShares Core 60/40 Balanced | Add +10.8% | 1.89% | +0.10 |
| GILD Gilead Sciences Inc. | Add +184.3% | 0.15% | +0.09 |
| IAU iShares Gold Trust | Add +0.6% | 1.40% | +0.09 |
| AWK American Water Works Co. Inc. | New | 0.09% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +7.4% | 1.17% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +4.0% | 1.98% | +0.07 |
| XYL Xylem Inc. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +11.7% | 0.31% | +0.07 |
| GEV GE Vernova Inc. | Add +114.3% | 0.11% | +0.06 |
| AVEM Avantis Emerging Markets Eq | Add +3.6% | 2.04% | +0.06 |
| AVDE Avantis International Equity | Add +4.2% | 6.37% | +0.06 |
| GSK GSK PLC-Spon ADR | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +1.7% | 0.61% | +0.06 |
| SJM The JM Smucker Co. | New | 0.06% | +0.06 |
| BNY Bank of New York Mellon Corp. | Add +68.1% | 0.12% | +0.05 |
| RPM RPM International Inc. | New | 0.05% | +0.05 |
| REGN Regeneron Pharmaceuticals | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | Add +4.4% | 0.20% | +0.05 |
| TIP iShares Tips Bond ETF | New | 0.05% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +18.5% | 0.33% | +0.04 |
| LOW Lowe's Cos Inc. | Add +50.6% | 0.12% | +0.04 |
| NBIS Nebius Group NV | Add +0.8% | 0.09% | +0.04 |
| BDX Becton Dickinson and Co. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 0.34% | +0.04 |
| O Realty Income Corp. | New | 0.04% | +0.04 |
| KEYS Keysight Technologies Inc. | New | 0.04% | +0.04 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +7.6% | 0.85% | +0.04 |
| CVMC Calvert US Mcap Core Resp | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +69.8% | 0.10% | +0.04 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +39.9% | 0.10% | +0.04 |
| TAK Takeda Pharmaceutic-SP ADR | New | 0.04% | +0.04 |
| BIIB Biogen Inc. | New | 0.03% | +0.03 |
| TS Tenaris SA-ADR | New | 0.03% | +0.03 |
| KLAC KLA Corp. | Add +58.9% | 0.08% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| MNST Monster Beverage Corp. | New | 0.03% | +0.03 |
| NXPI NXP Semiconductors NV | New | 0.03% | +0.03 |
| COF Capital One Financial Corp. | Add +64.5% | 0.09% | +0.03 |
| WELL Welltower Inc. | Add +24.1% | 0.13% | +0.03 |
| VMC Vulcan Materials Co. | New | 0.03% | +0.03 |
| SNA Snap-on Inc. | New | 0.03% | +0.03 |
| IT Gartner Inc. | New | 0.03% | +0.03 |
| EBAY eBay Inc. | Add +80.5% | 0.06% | +0.03 |
| CMI Cummins Inc. | 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 |