• 13F History

BSW Wealth Partners

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$681M
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 308 stock holdings with total value $681M as of Q4 2024. Top holdings included IVV, VTEB, AVDE, AVUS, and SPY.
Holdings Value

List of Other Managers Reporting for BSW Wealth Partners:

Name Holdings Value Location File Number
TRILLIUM ASSET MANAGEMENT, LLC $3.86B Boston, MA 028-03125
NIA IMPACT ADVISORS, LLC $308M Berkeley, CA 028-20459
Green Alpha Advisors, LLC $93.6M Niwot, CO 028-21303
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 308 $681M +$40.9M -$13M +$27.9M IVV, VTEB, AVDE, AVUS, SPY 13F-HR 1/22/2025, 04:40 PM
Q3 2024 303 $666M +$38M -$15.4M +$22.5M IVV, AVDE, VTEB, AVUS, SPY 13F-HR 10/29/2024, 03:15 PM
Q2 2024 296 $609M +$52M -$35.6M +$16.3M IVV, VTEB, AVDE, AVUS, SPY 13F-HR 7/16/2024, 04:09 PM
Q1 2024 302 $590M +$110M -$48.3M +$62M IVV, VTEB, AVDE, SPY, VGIT 13F-HR 4/23/2024, 12:14 PM
Q4 2023 274 $504M +$22.6M -$12.6M +$10.1M IVV, VTEB, MGV, IEFA, SPY 13F-HR 1/25/2024, 01:59 PM
Q3 2023 247 $450M +$14.8M -$13.8M +$977K IVV, VTEB, MGV, IEFA, SPY 13F-HR 10/27/2023, 12:18 PM
Q2 2023 280 $479M +$14.5M -$25.6M -$11.1M IVV, VTEB, MGV, IEFA, SPY 13F-HR 8/11/2023, 11:36 AM
Q1 2023 317 $488M +$32M -$22.7M +$9.28M IVV, VTEB, MGV, IEFA, SPY 13F-HR 5/15/2023, 04:44 PM
Q4 2022 308 $466M +$99M -$45M +$54M IVV, MGV, VTEB, IEFA, SPY 13F-HR 2/13/2023, 05:41 PM
Q3 2022 267 $407M +$33.8M -$4.34M +$29.5M IVV, VTEB, VGIT, SPY, IEFA 13F-HR 11/14/2022, 03:31 PM
Q2 2022 278 $417M +$108M -$14.5M +$93.1M IVV, VTEB, VGIT, SPY, IEFA 13F-HR 8/15/2022, 03:47 PM
Q1 2022 293 $396M +$32.6M -$6.95M +$25.7M IVV, IEFA, SPY, AAPL, IJH 13F-HR 5/16/2022, 03:16 PM
Q4 2021 260 $398M +$28.4M -$8.93M +$19.4M IVV, IEFA, SPY, AAPL, IJH 13F-HR 2/14/2022, 01:20 PM
Q3 2021 247 $358M +$19.4M -$21.3M -$1.87M IVV, SPY, IEFA, IJH, AAPL 13F-HR 11/15/2021, 04:19 PM
Q2 2021 240 $364M +$27.6M -$31.3M -$3.76M IVV, SPY, IEFA, AAPL, IJH 13F-HR 8/16/2021, 03:39 PM
Q1 2021 214 $346M +$30.2M -$25.9M +$4.22M IVV, IEFA, SPY, AAPL, IJH 13F-HR 5/17/2021, 03:00 PM
Q4 2020 183 $325M +$25.1M -$1.99M +$23.1M IVV, IEFA, SPY, AAPL, IJH 13F-HR 2/16/2021, 01:05 PM
Q3 2020 155 $266M +$15.2M -$55.3M -$40.1M IVV, IEFA, SPY, IJH, EFA 13F-HR 11/13/2020, 12:29 PM
Q2 2020 143 $298M +$24.9M -$4.43M +$20.5M IVV, IEFA, SPY, IJH, EFA 13F-HR 8/13/2020, 02:59 PM
Q1 2020 111 $237M +$21.9M -$13.1M +$8.72M IVV, IEFA, SPY, IJH, EFA 13F-HR 5/14/2020, 02:16 PM
Q4 2019 129 $291M +$23.5M -$3.39M +$20.2M IVV, IEFA, SPY, EFA, VEA 13F-HR 2/14/2020, 04:58 PM
Q3 2019 141 $257M +$18.9M -$16.7M +$2.3M IVV, IEFA, SPY, EFA, VEA 13F-HR 11/12/2019, 02:45 PM
Q2 2019 141 $262M +$12M -$5.55M +$6.5M IVV, IEFA, SPY, EFA, VEA 13F-HR 8/13/2019, 12:52 PM
Q1 2019 99 $250M +$25.5M -$60.1M -$34.5M IVV, IEFA, SPY, EFA, VEA 13F-HR 5/14/2019, 11:48 AM
Q4 2018 96 $264M +$86.8M -$25.5M +$61.3M IVV, IEFA, EFA, VEA, SPY 13F-HR 2/13/2019, 11:41 AM
Q3 2018 130 $242M +$31.1M -$4.41M +$26.7M IEFA, IVV, EFA, SPY, IEMG 13F-HR 11/9/2018, 12:05 PM
Q2 2018 94 $231M +$17.7M -$6.96M +$10.8M IEFA, IVV, EFA, SPY, IEMG 13F-HR 8/7/2018, 05:29 PM
Q1 2018 86 $223M +$4.55M -$17.2M -$12.7M IEFA, IVV, EFA, SPY, SCHZ 13F-HR 5/10/2018, 04:44 PM
Q4 2017 91 $240M +$8.34M -$3.33M +$5.01M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 2/8/2018, 02:14 PM
Q3 2017 88 $229M +$7.72M -$5.36M +$2.36M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 11/3/2017, 04:42 PM
Q2 2017 85 $220M +$14.2M -$2.03M +$12.2M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 8/8/2017, 12:18 PM
Q1 2017 70 $202M +$9.96M -$7.27M +$2.69M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 5/17/2017, 03:56 PM
Q4 2016 73 $191M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 2/13/2017, 03:41 PM
Q3 2016 5 $85.9K GEXXXX, SYLD, PFE, HPT, BP 13F-HR 11/10/2016, 12:38 PM
Q2 2016 68 $182M +$7.88M -$4.6M +$3.28M EFA, IVV, SPY, EEM, IWM 13F-HR 8/11/2016, 02:16 PM
Q1 2016 63 $178M +$25.7M -$31M -$5.29M EFA, IVV, SPY, IWM, IJH 13F-HR 5/12/2016, 05:15 PM
Q4 2015 63 $200M +$37.5M -$8.84M +$28.7M IVV, EFA, SPY, IWM, IJH 13F-HR 2/11/2016, 04:36 PM
Q3 2015 59 $167M +$29.4M -$2.4M +$27M IVV, EFA, SPY, DBEF, IJH 13F-HR 11/9/2015, 11:58 AM
Q2 2015 59 $157M +$4.5M -$2.25M +$2.25M IVV, EFA, SPY, IJH, IWM 13F-HR 8/14/2015, 03:23 PM
Q1 2015 52 $157M +$47.2M -$15.4M +$31.8M EFA, IVV, SPY, IJH, IWM 13F-HR 5/14/2015, 01:59 PM
Q4 2014 55 $124M +$14.6M -$9.66M +$4.98M EFA, SPY, IVV, SCHF, SCHZ 13F-HR 2/13/2015, 09:45 AM
Q3 2014 53 $128M +$7.99M -$1.67M +$6.32M EFA, SPY, VGK, IVV, XLE 13F-HR 11/12/2014, 12:30 PM
Q2 2014 50 $127M +$1.51M -$1.82M -$314K EFA, SPY, VGK, XLE, IVV 13F-HR 8/12/2014, 12:06 PM
Q1 2014 51 $124M +$10.4M -$12.3M -$1.91M EFA, SPY, VGK, XLE, IVV 13F-HR 5/13/2014, 11:49 AM
Q4 2013 50 $125M EFA, SPY, IJH, XLE, VGK 13F-HR 2/20/2014, 03:33 PM