BSW Wealth Partners
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 899,229
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 331 | 899,229 | 13F-HR | BSW Wealth Partners |
| Q1 2026 | 4/14/2026 | 312 | 819,438 | 13F-HR | BSW Wealth Partners |
| Q4 2025 | 1/23/2026 | 322 | 833,377 | 13F-HR | BSW Wealth Partners |
| Q3 2025 | 10/15/2025 | 324 | 802,882 | 13F-HR | BSW Wealth Partners |
| Q2 2025 | 7/18/2025 | 318 | 729,727 | 13F-HR | BSW Wealth Partners |
| Q1 2014 | 5/13/2014 | 51 | 123,576 | 13F-HR | BSW Wealth Partners |
| Q4 2013 | 2/20/2014 | 50 | 125,192 | 13F-HR | BSW Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277.2 K | 30.8% | 19.37 K | 0 | 19.37 K |
| ETFs | 622.1 K | 69.2% | 60.41 K | 0 | 60.41 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
899,229
Holdings
331
QoQ value change ($000)
79,791
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.