BSW Wealth Partners
Top Portfolio Positions
238 positions ·
$293,463,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
46,359 | $30,149,112 | 10.27% |
| AAPL |
Apple Inc.
Technology
|
110,785 | $28,116,125 | 9.58% |
| TRMB |
Trimble Inc.
Technology
|
210,917 | $13,758,115 | 4.69% |
| IAU |
Ishares Gold Trust
|
153,554 | $13,537,320 | 4.61% |
| NVDA |
Nvidia Corp
Technology
|
63,110 | $11,006,384 | 3.75% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
534,972 | $8,885,884 | 3.03% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,595 | $5,955,480 | 2.03% |
| MSFT |
Microsoft Corp
Technology
|
15,603 | $5,775,762 | 1.97% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,878 | $5,140,997 | 1.75% |
| AVGO |
Broadcom Inc.
Technology
|
14,140 | $4,376,471 | 1.49% |
Holdings in BPRE
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,885,884 | 534,972 | Shares | Sole | 2026-04-14 | |
| No quarters match your search. | ||||||