account_balance
Investment manager · 13F filer · SEC CIK 1512601
BSW Wealth Partners
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Reported value$899Mas of Jun 30, 2026
Positions331 33 new, 14 sold out
Top 10 weight49.1%IVV alone is 15%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.7%Trimmed −4%
AVDEAmerican Centy ETF Tr
5.9%Trimmed −2%
AVUSAmerican Centy ETF Tr
5.1%Trimmed −2%
VTEBVanguard Mun Bd FDS
4.1%Added +17%
VGITVanguard Scottsdale FDS
4.1%Added +13%
SPYSPDR S&P 500 ETF Trust
3.9%
AAPLApple Inc.
3.5%
IDEViShares Tr
3.3%
AVEMAmerican Centy ETF Tr
2.3%+2%
AORiShares Tr
2.1%
IEMGiShares Inc
2.1%
CRBN1.6%
IVViShares Tr
14.7%Trimmed −4%
AVDEAmerican Centy ETF Tr
5.9%
AVUSAmerican Centy ETF Tr
5.1%
VTEBVanguard Mun Bd FDS
4.1%
VGITVanguard Scottsdale FDS
4.1%+13%
SPYSPDR S&P 500 ETF Trust
3.9%
AAPLApple Inc.
3.5%
IDEViShares Tr
3.3%
AVEM
AOR2.1%
IEMG2.1%
CRBN
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 14.7% Trimmed −4%
AVDE American Centy ETF Tr 5.9% Trimmed −2%
AVUS American Centy ETF Tr 5.1% Trimmed −2%
VTEB Vanguard Mun Bd FDS 4.1% Added +17%
VGIT Vanguard Scottsdale FDS 4.1% Added +13%
SPY SPDR S&P 500 ETF Trust 3.9% HeldAAPL Apple Inc. 3.5% HeldIDEV iShares Tr 3.3% Held
AVEM American Centy ETF Tr 2.3% Added +2%
AOR iShares Tr 2.1% Added +10%
IEMG iShares Inc 2.1% Held
CRBN iShares Tr 1.6% Added +17%
What changed
Biggest moves since Mar 31, 2026
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