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Nicole Murphey [Signature]

Bsw Wealth Partners

Assets Managed
$899.229M
Holdings
331
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.74%(2Q avg: 4.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bsw Wealth Partners's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 331 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 899.229M in assets, with a quarterly growth rate of 9.74% and a 2-quarter average growth rate of 4.04%. 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 -3.62%
14.66%
$131.763M
175,944 shares@ $748.9 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.29%
5.95%
$53.452M
599,240 shares@ $89.2 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.19%
5.1%
$45.78M
357,436 shares@ $128.08 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 17.15%
4.15%
$37.303M
737,502 shares@ $50.59 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 12.56%
4.11%
$36.903M
625,686 shares@ $58.99 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.24%
3.86%
$34.699M
46,466 shares@ $746.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.58%
3.55%
$31.869M
110,137 shares@ $289.37 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -1.56%
3.34%
$29.967M
336,665 shares@ $89.02 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.12%
2.27%
$20.346M
210,863 shares@ $96.5 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Increased 10.06%
2.15%
$19.249M
276,966 shares@ $69.5 avg price

1-10 of 331