BSW Wealth Partners
•CIK: 1512601•Filing: Q4 2025
**BSW Wealth Partners** manages $833M across a diversified portfolio of 322 positions. The fund exhibits a significant allocation to broad market and fixed-income exposure, notably holding IVV at $125.3M and VGIT at $33.8M. Key technology and sector bets include substantial positions in AVDE ($51.4M), AVUS ($40.6M), and AAPL ($26.3M). This structure suggests a core mandate focused on established market indices while selectively overweighting high-conviction growth names.
Total AUM
$833.4M
QoQ Performance
+3.8%
Positions
270
Top 10 Concentration
50.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AVDE
IVV15.0%
AVDE6.2%
AVUS4.9%
VGIT4.1%
SPY3.8%
VTEB3.7%
IDEV3.4%
AAPL3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.1%
ETF20.5%
Technology10.1%
Healthcare2.1%
Financial2.0%
Consumer1.7%
Industrial0.7%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+122 more exited positions
Changes from Q3 2025
NEW3 new positions
↑75 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022