13F filer

BSW Wealth Partners

As of Jun 30, 2026 Filed Jul 15, 2026 CIK 1512601 SEC filings ↗

13F Value

$899.2M

Positions

331

Top Position

IVV14.7%

Top 5

33.9%

Latest filing changes

vs Mar 31, 2026

1 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +17.1%+$5.5M

2 VGIT Vanguard Intermediate-Term Treasury ETF +12.6%+$4.1M

3 CRBN iShares Low Carbon Optimized MSCI ACWI ETF +17.4%+$2.1M

4 AOR iShares Core 60/40 Balanced Allocation ETF +10.1%+$1.8M

5 BKNG Booking Holdings >999%+$761K

Holdings331

#
1	IVV iShares Core S&P 500 ETF	14.7%	$131.8M	-3.6%	175.9K	14.6%	ETF
2	AVDE Avantis International Equity ETF	5.9%	$53.5M	-2.3%	599.2K	6.3%	ETF
3	AVUS Avantis U.S. Equity ETF	5.1%	$45.8M	-2.2%	357.4K	5.0%	ETF
4	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	4.1%	$37.3M	+17.1%	737.5K	3.8%	ETF
5	VGIT Vanguard Intermediate-Term Treasury ETF	4.1%	$36.9M	+12.6%	625.7K	4.0%	ETF
6	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.9%	$34.7M	+0.2%	46.5K	3.7%	ETF
7	AAPL Apple	3.5%	$31.9M	-0.6%	110.1K	3.4%	Common Stock
8	IDEV iShares Core MSCI International Developed Markets ETF	3.3%	$30.0M	-1.6%	336.7K	3.5%	ETF
9	AVEM Avantis Emerging Markets Equity ETF	2.3%	$20.3M	+2.1%	210.9K	2.0%	ETF
10	AOR iShares Core 60/40 Balanced Allocation ETF	2.1%	$19.2M	+10.1%	277.0K	2.0%	ETF
11	IEMG iShares Core MSCI Emerging Markets ETF	2.1%	$18.5M	-0.5%	223.4K	1.9%	ETF
12	CRBN iShares Low Carbon Optimized MSCI ACWI ETF	1.6%	$14.0M	+17.4%	55.3K	1.3%	ETF
13	NVDA NVIDIA	1.4%	$12.6M	+0.1%	63.2K	1.3%	Common Stock
14	AVES Avantis Emerging Markets Value ETF	1.4%	$12.2M	-3.0%	186.7K	1.4%	ETF
15	AVUV Avantis U.S. Small Cap Value ETF	1.3%	$11.3M	-1.2%	90.8K	1.2%	ETF
16	IEFA iShares Core MSCI EAFE ETF	1.2%	$11.1M	-4.5%	114.4K	1.3%	ETF
17	IAU iShares Gold Trust Filing details 464285204 Jun 30, 2026 143,524 reported quantity $10,837,498 reported value	1.2%	$10.8M	-6.5%	143.5K	1.7%	ETF
18	TRMB Trimble	1.2%	$10.8M	-0.0%	210.9K	1.7%	Common Stock
19	GOOG Alphabet Class C	1.1%	$10.2M	-0.4%	29.0K	1.0%	Common Stock
20	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.1%	$10.1M	-4.4%	141.3K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.