13F Filings History of BSW Wealth Partners

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$833,377,071
Signature - Title
Nicole Murphey - Chief Compliance Officer
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by BSW Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BSW Wealth Partners reported 322 stock holdings with total value $833,377,071 as of Q4 2025. Top holdings included IVV, AVDE, AVUS, VGIT, and SPY.

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Holdings Value

List of Other Managers Reporting for BSW Wealth Partners:

Name Holdings Value Location File Number
TRILLIUM ASSET MANAGEMENT, LLC $3,266,845,479 Boston, MA 028-03125
Aperio Group, LLC Sausalito, CA 028-11964
Green Alpha Advisors, LLC $109,145,251 Niwot, CO 028-21303
NIA IMPACT ADVISORS, LLC $297,943,097 Berkeley, CA 028-20459
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 322 $833,377,071 +$46,424,703 -$34,597,862 +$11,826,841 IVV, AVDE, AVUS, VGIT, SPY 13F-HR 23 Jan 2026, 16:46
Q3 2025 324 $802,882,106 +$42,238,051 -$21,064,529 +$21,173,522 IVV, AVDE, AVUS, VGIT, VTEB 13F-HR 15 Oct 2025, 16:35
Q2 2025 318 $729,726,638 +$43,985,222 -$27,492,015 +$16,493,207 IVV, AVDE, AVUS, VTEB, VGIT 13F-HR 18 Jul 2025, 15:56
Q1 2025 306 $658,620,867 +$19,652,527 -$31,136,658 -$11,484,131 IVV, AVDE, VTEB, AVUS, VGIT 13F-HR 24 Apr 2025, 13:39
Q4 2024 308 $681,268,392 +$40,911,146 -$12,978,159 +$27,932,987 IVV, VTEB, AVDE, AVUS, SPY 13F-HR 22 Jan 2025, 16:40
Q3 2024 303 $666,355,896 +$37,956,883 -$15,415,171 +$22,541,712 IVV, AVDE, VTEB, AVUS, SPY 13F-HR 29 Oct 2024, 15:15
Q2 2024 296 $609,452,570 +$51,986,746 -$35,645,482 +$16,341,264 IVV, VTEB, AVDE, AVUS, SPY 13F-HR 16 Jul 2024, 16:09
Q1 2024 302 $590,301,702 +$110,377,314 -$48,333,486 +$62,043,828 IVV, VTEB, AVDE, SPY, VGIT 13F-HR 23 Apr 2024, 12:14
Q4 2023 274 $504,293,451 +$22,616,185 -$12,560,441 +$10,055,744 IVV, VTEB, MGV, IEFA, SPY 13F-HR 25 Jan 2024, 13:59
Q3 2023 247 $449,502,870 +$14,786,252 -$24,543,167 -$9,756,915 IVV, VTEB, MGV, IEFA, SPY 13F-HR 27 Oct 2023, 12:18
Q2 2023 280 $479,310,320 +$14,548,820 -$47,501,006 -$32,952,186 IVV, VTEB, MGV, IEFA, SPY 13F-HR 11 Aug 2023, 11:36
Q1 2023 317 $488,195,690 +$31,999,056 -$36,288,374 -$4,289,318 IVV, VTEB, MGV, IEFA, SPY 13F-HR 15 May 2023, 16:44
Q4 2022 308 $465,693,000 +$98,988,960 -$67,806,575 +$31,182,385 IVV, MGV, VTEB, IEFA, SPY 13F-HR 13 Feb 2023, 18:41
Q3 2022 267 $407,180,000 +$33,825,268 -$15,603,137 +$18,222,131 IVV, VTEB, VGIT, SPY, IEFA 13F-HR 14 Nov 2022, 16:31
Q2 2022 278 $417,326,000 +$107,523,379 -$22,842,760 +$84,680,619 IVV, VTEB, VGIT, SPY, IEFA 13F-HR 15 Aug 2022, 15:47
Q1 2022 293 $395,525,000 +$32,593,491 -$11,060,768 +$21,532,723 IVV, IEFA, SPY, AAPL, IJH 13F-HR 16 May 2022, 15:16
Q4 2021 260 $398,291,000 +$28,377,409 -$13,179,229 +$15,198,180 IVV, IEFA, SPY, AAPL, IJH 13F-HR 14 Feb 2022, 14:20
Q3 2021 247 $357,774,000 +$19,434,176 -$21,302,524 -$1,868,348 IVV, SPY, IEFA, IJH, AAPL 13F-HR 15 Nov 2021, 16:19
Q2 2021 240 $363,666,000 +$27,581,604 -$31,344,601 -$3,762,997 IVV, SPY, IEFA, AAPL, IJH 13F-HR 16 Aug 2021, 15:39
Q1 2021 214 $346,133,000 +$30,160,537 -$25,940,110 +$4,220,427 IVV, IEFA, SPY, AAPL, IJH 13F-HR 17 May 2021, 15:00
Q4 2020 183 $325,316,000 +$25,093,879 -$3,971,972 +$21,121,907 IVV, IEFA, SPY, AAPL, IJH 13F-HR 16 Feb 2021, 14:05
Q3 2020 155 $266,437,000 +$15,241,129 -$63,124,156 -$47,883,027 IVV, IEFA, SPY, IJH, EFA 13F-HR 13 Nov 2020, 13:29
Q2 2020 143 $298,433,000 +$24,934,834 -$7,447,310 +$17,487,524 IVV, IEFA, SPY, IJH, EFA 13F-HR 13 Aug 2020, 14:59
Q1 2020 111 $240,828,000 +$23,543,028 -$22,104,743 +$1,438,285 IVV, IEFA, SPY, IJH, EFA 13F-HR 14 May 2020, 14:16
Q4 2019 129 $293,527,000 +$23,596,374 -$6,946,681 +$16,649,693 IVV, IEFA, SPY, EFA, VEA 13F-HR 14 Feb 2020, 17:58
Q3 2019 141 $259,942,000 +$18,973,851 -$23,911,979 -$4,938,128 IVV, IEFA, SPY, EFA, VEA 13F-HR 12 Nov 2019, 15:45
Q2 2019 142 $264,486,000 +$12,047,664 -$6,294,069 +$5,753,595 IVV, IEFA, SPY, EFA, VEA 13F-HR 13 Aug 2019, 12:52
Q1 2019 99 $252,661,000 +$27,732,449 -$65,617,090 -$37,884,641 IVV, IEFA, SPY, EFA, VEA 13F-HR 14 May 2019, 11:48
Q4 2018 96 $264,754,000 +$68,287,656 -$45,275,317 +$23,012,339 IVV, IEFA, EFA, VEA, SPY 13F-HR 13 Feb 2019, 12:41
Q3 2018 139 $242,180,000 +$31,094,748 -$4,603,990 +$26,490,758 IEFA, IVV, EFA, SPY, IEMG 13F-HR 09 Nov 2018, 13:05
Q2 2018 95 $231,262,000 +$17,749,500 -$7,707,063 +$10,042,437 IEFA, IVV, EFA, SPY, IEMG 13F-HR 07 Aug 2018, 17:29
Q1 2018 87 $223,247,000 +$4,551,577 -$19,223,404 -$14,671,827 IEFA, IVV, EFA, SPY, SCHZ 13F-HR 10 May 2018, 16:44
Q4 2017 91 $240,378,000 +$8,336,698 -$6,377,101 +$1,959,597 IVV, IEFA, EFA, SPY, SCHZ 13F-HR 08 Feb 2018, 15:14
Q3 2017 88 $229,479,000 +$7,724,733 -$6,898,142 +$826,591 IVV, IEFA, EFA, SPY, SCHZ 13F-HR 03 Nov 2017, 16:42
Q2 2017 85 $219,679,000 +$14,211,186 -$2,296,942 +$11,914,244 IVV, IEFA, EFA, SPY, SCHZ 13F-HR 08 Aug 2017, 12:18
Q1 2017 70 $201,949,000 +$9,958,724 -$10,442,398 -$483,674 IVV, IEFA, EFA, SPY, SCHZ 13F-HR 17 May 2017, 15:56
Q4 2016 73 $191,486,000 +$36,387,940 -$5,702 +$36,382,238 IVV, IEFA, EFA, SPY, SCHZ 13F-HR 13 Feb 2017, 16:41
Q3 2016 69 $85,907 $0 $0 $0 GE, SYLD, PFE, HPT, BP 13F-HR 10 Nov 2016, 13:38
Q2 2016 68 $181,869,000 +$7,880,470 -$5,077,690 +$2,802,780 EFA, IVV, SPY, EEM, IWM 13F-HR 11 Aug 2016, 14:16
Q1 2016 63 $177,541,000 +$25,700,526 -$48,823,265 -$23,122,739 EFA, IVV, SPY, IWM, IJH 13F-HR 12 May 2016, 17:15
Q4 2015 63 $200,114,000 +$37,543,913 -$10,926,177 +$26,617,736 IVV, EFA, SPY, IWM, IJH 13F-HR 11 Feb 2016, 17:36
Q3 2015 61 $167,388,000 +$29,511,611 -$7,939,361 +$21,572,250 IVV, EFA, SPY, DBEF, IJH 13F-HR 09 Nov 2015, 12:58
Q2 2015 59 $157,487,000 +$4,498,096 -$3,261,078 +$1,237,018 IVV, EFA, SPY, IJH, IWM 13F-HR 14 Aug 2015, 15:23
Q1 2015 52 $157,280,000 +$47,208,709 -$16,951,232 +$30,257,477 EFA, IVV, SPY, IJH, IWM 13F-HR 14 May 2015, 13:59
Q4 2014 55 $123,856,000 +$14,634,969 -$17,926,201 -$3,291,232 EFA, SPY, IVV, SCHF, SCHZ 13F-HR 13 Feb 2015, 10:45
Q3 2014 53 $127,738,000 +$7,994,039 -$1,979,051 +$6,014,988 EFA, SPY, VGK, IVV, XLE 13F-HR 12 Nov 2014, 13:30
Q2 2014 50 $126,822,000 +$1,507,574 -$2,083,384 -$575,810 EFA, SPY, VGK, XLE, IVV 13F-HR 12 Aug 2014, 12:06
Q1 2014 51 $123,576,000 +$10,416,848 -$13,612,042 -$3,195,194 EFA, SPY, VGK, XLE, IVV 13F-HR 13 May 2014, 11:49
Q4 2013 50 $125,192,000 $0 $0 $0 EFA, SPY, IJH, XLE, VGK 13F-HR 20 Feb 2014, 16:33