BSW Wealth Partners
Top Portfolio Positions
239 positions ·
$295,613,134 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 | 10.20% | |
| AAPL |
Apple Inc.
Technology
|
110,785 | $28,116,125 | 9.51% | |
| TRMB |
Trimble Inc.
Technology
|
210,917 | $13,758,115 | 4.65% | |
| IAU |
Ishares Gold Trust
|
153,554 | $13,537,320 | 4.58% | |
| NVDA |
Nvidia Corp
Technology
|
63,110 | $11,006,384 | 3.72% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
534,972 | $8,885,884 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,595 | $5,955,480 | 2.01% | |
| MSFT |
Microsoft Corp
Technology
|
15,603 | $5,775,762 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,878 | $5,140,997 | 1.74% | |
| AVGO |
Broadcom Inc.
Technology
|
14,140 | $4,376,471 | 1.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,149 | 224,599 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $693,403 | 244,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $550,798 | 209,429 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $495,723 | 164,147 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $493,538 | 161,287 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $633,953 | 179,083 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $286,565 | 88,446 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $262,385 | 86,028 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $246,787 | 85,839 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $222,607 | 79,931 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $185,221 | 76,538 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $142,869 | 60,538 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $127,280 | 56,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $101,275 | 43,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $88,190 | 37,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $120,332 | 45,323 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $142,407 | 36,941 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,737 | 17,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $70,798 | 16,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,781 | 15,053 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||