BSW Wealth Partners: 13F holdings
CIK 15126012026Q2
| Positions | 331 |
|---|---|
| Reported value | $899.2m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 175,944 | $131.8m | 14.7% |
| AVDE AMERICAN CENTY ETF TR | 599,240 | $53.5m | 5.9% |
| AVUS AMERICAN CENTY ETF TR | 357,436 | $45.8m | 5.1% |
| VTEB VANGUARD MUN BD FDS | 737,502 | $37.3m | 4.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 625,686 | $36.9m | 4.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 46,466 | $34.7m | 3.9% |
| AAPL APPLE INC | 110,137 | $31.9m | 3.5% |
| VGK ISHARES TR | 336,665 | $30.0m | 3.3% |
| AVEM AMERICAN CENTY ETF TR | 210,863 | $20.3m | 2.3% |
| AOR ISHARES TR | 276,966 | $19.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512601")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.