BSW Wealth Partners
- SEC CIK
- 0001512601
- Latest filing
- Jul 15, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 214
- No 13F data for Q4 2020
- Portfolio value
- $346.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 187,041 | $74.4M | 21.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 325,076 | $23.4M | 6.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 55,601 | $22.0M | 6.4% | – | – | History |
| AAPLApple Inc. | Stock | 133,885 | $16.4M | 4.7% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 54,938 | $14.3M | 4.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 158,283 | $12.0M | 3.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 185,845 | $12.0M | 3.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 52,186 | $11.5M | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 178,988 | $8.79M | 2.5% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 334,591 | $5.44M | 1.6% | – | – | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 124,851 | $5.37M | 1.6% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 97,830 | $5.22M | 1.5% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 27,811 | $4.34M | 1.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 29,184 | $3.95M | 1.1% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 39,758 | $3.78M | 1.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 87,671 | $3.30M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,037 | $3.21M | 0.9% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 60,161 | $3.13M | 0.9% | – | – | – |
| PFEPfizer Inc | Stock | 84,876 | $3.08M | 0.9% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 40,318 | $3.06M | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,901 | $3.04M | 0.9% | – | – | History |
| PEPPepsiCo Inc | Stock | 20,316 | $2.87M | 0.8% | – | – | History |
| DISWalt Disney Co | Stock | 14,484 | $2.67M | 0.8% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,301 | $2.66M | 0.8% | – | – | – |
| KOCoca Cola Co | Stock | 40,364 | $2.13M | 0.6% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,771 | $2.12M | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 11,379 | $1.73M | 0.5% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,025 | $1.72M | 0.5% | – | – | – |
| LINLinde PLC | SHS | 5,966 | $1.67M | 0.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 795 | $1.65M | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 771 | $1.59M | 0.5% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,277 | $1.57M | 0.5% | – | – | – |
| DHRDanaher Corp | Stock | 6,544 | $1.47M | 0.4% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 44,394 | $1.41M | 0.4% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 7,849 | $1.18M | 0.3% | – | – | History |
| MVISMicrovision, Inc. | COM NEW | 60,000 | $1.11M | 0.3% | – | – | History |
| VFCV F Corp | Stock | 13,714 | $1.10M | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 6,513 | $1.07M | 0.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 7,964 | $1.06M | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 16,610 | $1.06M | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,534 | $1.04M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,799 | $971.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,122 | $953.0K | 0.3% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,984 | $931.0K | 0.3% | – | – | History |
| MAMastercard Inc | Stock | 2,543 | $906.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 11,709 | $903.0K | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,580 | $897.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,450 | $893.0K | 0.3% | – | – | History |
| ASMLASML Holding NV | ADR | 1,427 | $881.0K | 0.3% | – | – | History |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 49,996 | $868.0K | 0.3% | – | – | History |
| ACNAccenture plc | Stock | 3,082 | $851.0K | 0.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,496 | $849.0K | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 2,197 | $842.0K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 1,253 | $837.0K | 0.2% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 16,561 | $833.0K | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 3,326 | $827.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,521 | $812.0K | 0.2% | – | – | History |
| AAgilent Technologies, Inc. | COM | 6,350 | $807.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 7,134 | $772.0K | 0.2% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 7,648 | $744.0K | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 5,477 | $728.0K | 0.2% | – | – | History |
| DELLDell Technologies Inc. | Stock | 8,097 | $714.0K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 3,348 | $709.0K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 13,256 | $685.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 11,684 | $679.0K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,156 | $669.0K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 4,054 | $648.0K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,863 | $645.0K | 0.2% | – | – | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 16,678 | $643.0K | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,897 | $641.0K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,337 | $636.0K | 0.2% | – | – | History |
| CCitigroup Inc | Stock | 8,686 | $632.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 5,133 | $606.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 9,558 | $603.0K | 0.2% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,250 | $602.0K | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 1,492 | $598.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,435 | $594.0K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 19,470 | $589.0K | 0.2% | – | – | History |
| RDFNRedfin Corp | COM | 8,811 | $587.0K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 10,439 | $583.0K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 2,662 | $578.0K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,564 | $575.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,537 | $572.0K | 0.2% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,178 | $557.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,934 | $548.0K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,704 | $544.0K | 0.2% | – | – | – |
| COLBColumbia Banking System, Inc. | COM | 11,611 | $500.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,405 | $495.0K | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 2,310 | $495.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 9,099 | $492.0K | 0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 8,555 | $478.0K | 0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 5,112 | $466.0K | 0.1% | – | – | History |
| BABoeing Co | Stock | 1,815 | $462.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 5,092 | $459.0K | 0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 2,567 | $454.0K | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,989 | $451.0K | 0.1% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 8,040 | $451.0K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 1,203 | $450.0K | 0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,936 | $448.0K | 0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 5,260 | $444.0K | 0.1% | – | – | History |