Institutional Fund
Bsw Wealth Partners
Boulder, COCIK 15126015 filings on record
Portfolio Value
$819.44M
Q1 2026
Holdings
312
Reported positions
New Buys
26
Opened this quarter
QoQ Change
-1.7%
from $833.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.6%
- American Centy ETF Tr6.3%
- American Centy ETF Tr5.0%
- Vanguard Scottsdale Fds4.0%
- Vanguard Mun Bd Fds3.8%
- Spdr S&P 500 ETF Tr3.7%
- Other62.6%
Portfolio Holdings
312 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 182.6K | $119.26M | 14.6% | −324 | Reduced |
| 2 | American Centy ETF Tr | 613.3K | $52.03M | 6.3% | −10.6K | Reduced |
| 3 | American Centy ETF Tr | 365.5K | $40.63M | 5.0% | +2.3K | Added |
| 4 | Vanguard Scottsdale Fds | 555.9K | $33.10M | 4.0% | −8.2K | Reduced |
| 5 | Vanguard Mun Bd Fds | 629.5K | $31.41M | 3.8% | +14.0K | Added |
| 6 | Spdr S&P 500 ETF Tr | 46.4K | $30.15M | 3.7% | −242 | Reduced |
| 7 | Ishares Tr | 342.0K | $28.58M | 3.5% | +1.4K | Added |
| 8 | Apple Inc | 110.8K | $28.12M | 3.4% | +14.0K | Added |
| 9 | American Centy ETF Tr | 206.5K | $16.64M | 2.0% | −2.2K | Reduced |
| 10 | Ishares Tr | 251.7K | $16.19M | 2.0% | +3.8K | Added |
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