BSW Wealth Partners
CIK 1512601
13F filing for Q2 2026・No. 2,759
- Holdings
- US$899.23M
- Quarter change
- +US$79.79M
- Entries
- 331
- Net bought (estimate)
- −US$13.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 15
- Cut 182
- Added 99
- Corporate actions 2
- Unchanged 16
Largest holdings
331 stocks worth US$899.23M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 175,944 | US$131.76M | 14.65% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Cut | 599,240 | US$53.45M | 5.94% |
| AMERICAN CENTY ETF TRUS EQT ETF | Cut | 357,436 | US$45.78M | 5.09% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 737,502 | US$37.3M | 4.15% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 625,686 | US$36.9M | 4.10% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 46,466 | US$34.7M | 3.86% |
| AAPLAppleCOM | Cut | 110,137 | US$31.87M | 3.54% |
| ISHARES TRCORE MSCI INTL | Cut | 336,665 | US$29.97M | 3.33% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 210,863 | US$20.35M | 2.26% |
| ISHARES TRCORE 60 BALA ETF | Added | 276,966 | US$19.25M | 2.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.