Sign In
test

Nicole Murphey [Signature]

Bsw Wealth Partners

Assets Managed
$819.438M
Holdings
312
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-1.67%(2Q avg: 1.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bsw Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 312 positions.

Assets under management

The assets under management (AUM) of Bsw Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 819.438M in assets, with a quarterly growth rate of -1.67% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Nicole Murphey [Signature], and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.17%
14.56%
$119.255M
182,568 shares@ $653.21 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.69%
6.35%
$52.033M
613,310 shares@ $84.84 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.64%
4.96%
$40.633M
365,474 shares@ $111.19 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -1.44%
4.04%
$33.103M
555,884 shares@ $59.56 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 2.27%
3.84%
$31.408M
629,537 shares@ $49.9 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.51%
3.68%
$30.149M
46,359 shares@ $650.35 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 0.41%
3.49%
$28.584M
342,034 shares@ $83.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 14.44%
3.44%
$28.116M
110,785 shares@ $253.79 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.03%
2.04%
$16.64M
206,501 shares@ $80.58 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Increased 1.55%
1.98%
$16.194M
251,653 shares@ $64.35 avg price

1-10 of 312