SEC Form 13F

BSW Wealth Partners 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$899,228,698
Positions331

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$131,762,909175,944
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$53,452,194599,240
AMERICAN CENTY ETF TRAVUSUS EQT ETF$45,780,394357,436
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$37,302,873737,502
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$36,902,983625,686
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$34,699,29146,466
APPLE INCAAPLCOM$31,869,362110,137
ISHARES TRIDEVCORE MSCI INTL$29,966,575336,665
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$20,346,204210,863
ISHARES TRAORCORE 60 BALA ETF$19,249,121276,966

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page