Bsw Wealth Partners - Q42025 Holdings

Bsw Wealth Partners holds 322 stocks with a total portfolio value of $ 833.38M as of Q42025. In Q42025, Bsw Wealth Partners added 19 new positions, increased stakes in 113 stocks, reduced 167 holdings, and fully exited 21 positions. The largest holding is Ishares Tr (IVV), representing 15.03% of the total portfolio.