13F Insight
DOSSIER · 13F-HR · Q1 2026

BSW Wealth Partners

BSW Wealth's hedge fund based in Stamford, CT — $819M in tracked AUM across 312 positions as of Q1 2026.

BW
BSW Wealth·Stamford, CT·Hedge Fund
CIK 0001512601 · last filed Mar 31, 2026
Total AUM
$819M
▲ 6.3%
vs prior
Holdings
312
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: BSW Wealth Partners

Report Period: Q4 2025 (Report Date: 2025-12-31) Filer CIK: 0001512601

1. Portfolio Overview

BSW Wealth Partners reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 226.7%, rising from $255.12M to $833.38M. This dramatic increase suggests substantial net capital inflows or the consolidation of client accounts durin...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$119M183K14.6%
02
AVDE
AMERICAN CENTY ETF TR
$52M613K6.3%
03
AVUS
AMERICAN CENTY ETF TR
$41M365K5.0%
04
VGIT
VANGUARD SCOTTSDALE FDS
$33M556K4.0%
05
VTEB
VANGUARD MUN BD FDS
$31M630K3.8%
06
SPY
STATE STR SPDR S&P 500 ETF T
$30M46K3.7%
07
IDEV
ISHARES TR
$29M342K3.5%
08
AAPL
APPLE INC
$28M111K3.4%
09
AVEM
AMERICAN CENTY ETF TR
$17M207K2.0%
10
AOR
ISHARES TR
$16M252K2.0%

Filing history

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