Bsw Wealth Partners - Q12026 Holdings

Bsw Wealth Partners holds 312 stocks with a total portfolio value of $ 819.44M as of Q12026. In Q12026, Bsw Wealth Partners added 26 new positions, increased stakes in 129 stocks, reduced 134 holdings, and fully exited 36 positions. The largest holding is Ishares Tr (IVV), representing 14.55% of the total portfolio.