BSW Wealth Partners

RIA/Wealth

BSW Wealth Partners is a RIA/Wealth based in Boulder, CO led by Nicole Larraine Murphey, reporting $2.0B in AUM as of Q3 2025 with 69% ETF concentration, 50% concentrated in top 10 holdings, and 16% allocation to IVV.

CCONicole Larraine Murphey

Portfolio Value: $802.9M
Positions: 324
Top Holding: IVV at 16.09%
Last Reported: Q3 2025

Address2300 Broadway Street, Boulder, CO, 80304, United States

Top Holdings

Largest long holdings in BSW Wealth Partners's portfolio (50.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$129.2M	16.09%	+$4.5M Bought	— 193.0K shares	≤ Q2 2013 Held for 12y 5m+
2 Avantis International Equity AVDE	ETF ETF	$51.1M	6.37%	+$2.1M Bought	— 648.1K shares	Q4 2023 Held for 1y 11m
3 Avantis U.S. Equity AVUS	ETF ETF	$41.6M	5.18%	+$1.8M Bought	— 382.5K shares	Q4 2023 Held for 1y 11m
4 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$32.5M	4.04%	+$2.4M Bought	— 540.8K shares	Q2 2022 Held for 3y 5m
5 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$32.1M	4.00%	-$168.2K Sold	— 641.4K shares	Q1 2023 Held for 2y 8m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$31.6M	3.94%	-$18.7K Sold	— 47.5K shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$27.8M	3.46%	+$2.5M Bought	— 347.0K shares	Q1 2023 Held for 2y 8m
8 Apple AAPL	Consumer Electronics Technology	$24.8M	3.09%	+$137.8K Bought	0.00% 97.4K shares	≤ Q2 2013 Held for 12y 5m+
9 Avantis Emerging Markets Equity AVEM	ETF ETF	$16.3M	2.04%	+$563.9K Bought	— 217.5K shares	Q4 2023 Held for 1y 11m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$15.9M	1.98%	+$612.2K Bought	— 241.2K shares	Q4 2016 Held for 8y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BSW Wealth Partners's latest filing

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Market Value

$802.9M

Prior: $729.6M

Q/Q Change

+10.04%

+$73.3M

Net Flows % of MV

+1.84%

Turnover Ratio

3.95%

New Purchases

14 stocks

$7.1M

Added To

145 stocks

+$28.7M

Sold Out Of

27 stocks

$8.6M

Reduced Holdings

116 stocks

-$12.5M

Increased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	New	0 → 22.7K +$4.1M
2 Keysight Technologies KEYS	New	0 → 1.8K +$311.4K
3 Calvert US Mid-Cap Core Responsible Index CVMC	New	0 → 4.7K +$301.4K
4 iShares Bitcoin Trust IBIT	New	0 → 4.2K +$272.4K
5 Monster Beverage MNST	New	0 → 3.8K +$253.2K

Decreased Positions

Position	Shares Δ	Change
1 Walker & Dunlop WD	Sold	28.1K → 0 −$2.0M
2 NVO Novo Nordisk NVO	Sold	9.1K → 0 −$628.0K
3 Copart CPRT	Sold	6.9K → 0 −$338.7K
4 Elevance Health ELV	Sold	848.0 → 0 −$330.0K
5 Sherwin-Williams SHW	Sold	960.0 → 0 −$329.5K

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Analytics

Portfolio insights and performance metrics for BSW Wealth Partners

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Sector Allocation

ETF

69.20%

Technology

10.60%

Financial Services

3.50%

Communication Services

3.00%

Healthcare

2.50%

Industrials

2.10%

Consumer Defensive

1.80%

Consumer Cyclical

1.80%

Basic Materials

0.50%

Real Estate

0.50%

Energy

0.40%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

16.57%

Large Cap ($10B - $200B)

9.64%

Mid Cap ($2B - $10B)

0.43%

Small Cap ($300M - $2B)

0.16%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

73.17%

Portfolio Concentration

Top 10 Holdings %

50.19%

Top 20 Holdings %

63.33%

Top 50 Holdings %

79.17%

Top 100 Holdings %

87.87%