AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$131.76M14.65%
AMERICAN CENTY ETF TRINTL EQT ETFCutUS$53.45M5.94%
AMERICAN CENTY ETF TRUS EQT ETFCutUS$45.78M5.09%
VANGUARD MUN BD FDSTAX EXEMPT BDAddedUS$37.3M4.15%
VANGUARD SCOTTSDALE FDSINTER TERM TREASAddedUS$36.9M4.10%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$34.7M3.86%
AAPLAppleCOMCutUS$31.87M3.54%
ISHARES TRCORE MSCI INTLCutUS$29.97M3.33%
AMERICAN CENTY ETF TRAVANTIS EMGMKTAddedUS$20.35M2.26%
ISHARES TRCORE 60 BALA ETFAddedUS$19.25M2.14%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.