BSW Wealth Partners

Institutional manager (13F) · CIK 1512601

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $649M

#	Issuer	Value	Shares
1	ISHARES TR	$119M	182,568
2	AMERICAN CENTY ETF TR	$52M	613,310
3	AMERICAN CENTY ETF TR	$41M	365,474
4	VANGUARD SCOTTSDALE FDS	$33M	555,884
5	VANGUARD MUN BD FDS	$31M	629,537
6	STATE STR SPDR S&P 500 ETF T	$30M	46,359
7	ISHARES TR	$29M	342,034
8	APPLE INC	$28M	110,785
9	AMERICAN CENTY ETF TR	$17M	206,501
10	ISHARES TR	$16M	251,653
11	ISHARES INC	$16M	224,443
12	TRIMBLE INC	$14M	210,917
13	ISHARES GOLD TR	$14M	153,554
14	AMERICAN CENTY ETF TR	$12M	192,525
15	NVIDIA CORPORATION	$11M	63,110
16	ISHARES TR	$11M	119,858
17	ISHARES TR	$11M	47,144
18	AMERICAN CENTY ETF TR	$10M	91,857
19	ISHARES TR	$10M	94,636
20	VANGUARD TAX-MANAGED FDS	$9M	147,892
21	BLUEROCK PVT REAL ESTATE FD	$9M	534,972
22	VANGUARD INDEX FDS	$8M	26,132
23	ALPHABET INC	$8M	29,117
24	VANGUARD WORLD FD	$7M	59,600
25	VANGUARD INDEX FDS	$7M	10,981
26	AMAZON COM INC	$6M	28,595
27	MICROSOFT CORP	$6M	15,603
28	ISHARES TR	$5M	55,587
29	ISHARES TR	$5M	55,426
30	ALPHABET INC	$5M	17,878
31	VANGUARD WORLD FD	$5M	34,290
32	ISHARES TR	$5M	70,734
33	ISHARES TR	$5M	18,751
34	BROADCOM INC	$4M	14,140
35	ISHARES TR	$4M	30,996
36	NUSHARES ETF TR	$4M	86,444
37	PROCTER & GAMBLE CO	$4M	25,268
38	NUSHARES ETF TR	$4M	80,351
39	JPMORGAN CHASE & CO	$3M	11,566
40	TAIWAN SEMICONDUCTOR MANUFAC	$3M	9,909
41	PALANTIR TECHNOLOGIES INC	$3M	22,043
42	ELI LILLY & CO	$3M	3,463
43	DELL TECHNOLOGIES INC	$3M	19,360
44	ISHARES TR	$3M	62,780
45	META PLATFORMS INC	$3M	5,363
46	VANGUARD INTL EQUITY INDEX F	$3M	21,529
47	LINDE PLC	$3M	5,408
48	VANGUARD INTL EQUITY INDEX F	$3M	49,228
49	BERKSHIRE HATHAWAY INC DEL	$2M	5,063
50	SCHWAB STRATEGIC TR	$2M	95,601

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.