Bsw Wealth Partners - Q22026 Holdings

Bsw Wealth Partners holds 331 stocks with a total portfolio value of $ 899.23M as of Q22026. In Q22026, Bsw Wealth Partners added 33 new positions, increased stakes in 99 stocks, reduced 184 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IVV), representing 14.65% of the total portfolio.