BSW Wealth Partners ETF holdings
Boulder, CO
Reported $622.4M in 84 ETFs in its Form 13F for June 30, 2026.
ETF value
$622.4M
ETFs held
84
Change from prior quarter
+10.4%
With price moves
ETFs as a share of its 13F
69.2%
of $899.2M
Top 10 of 84 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $131.8M | 175,944 | −6,624 shares |
| AVDE | Avantis International Equity ETF | $53.5M | 599,240 | −14,070 shares |
| AVUS | Avantis US Equity ETF | $45.8M | 357,436 | −8,038 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $37.3M | 737,502 | +107,965 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $36.9M | 625,686 | +69,802 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $34.7M | 46,466 | +107 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $30.0M | 336,665 | −5,369 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $20.3M | 210,863 | +4,362 shares |
| AOR | iShares Core 60/40 Balanced Allocation ETF | $19.2M | 276,966 | +25,313 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $18.5M | 223,409 | −1,034 shares |
74 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001512601. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BSW Wealth Partners own?
BSW Wealth Partners reported 84 ETF positions worth $622.4M in its Form 13F for June 30, 2026. The largest was IVV, at $131.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.