BSW Wealth Partners - Portfolio overview

BSW Wealth Partners has 360 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.30%
2. AVDE - AMERICAN CENTY ETF TR, 6.24%
3. AVUS - AMERICAN CENTY ETF TR, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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