BSW Wealth Partners
Top Portfolio Positions
238 positions ·
$293,463,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,264 | 11,040 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $660,446 | 11,234 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $559,366 | 9,962 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $439,812 | 8,844 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $277,588 | 8,316 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $268,062 | 8,578 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,779 | 8,726 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $294,191 | 9,182 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $297,707 | 9,180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $255,177 | 8,444 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $228,805 | 8,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $220,651 | 8,393 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $232,600 | 8,449 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||