Bsw Wealth Partners Q2 2026 Portfolio Activity: New Positions in Munis, Core Bonds
Bsw Wealth Partners' portfolio saw notable changes during Q2 2026. The firm increased its holdings significantly in Vanguard Municipal Bond Shares (VTEB) and added a new position with IShares Core U.S. Bond ETF (AOR). Conversely, the investor sold DigitalOcean Holdings Inc (DOCN), which experienced an 89.57% decrease in shares held.
As of June 30th, 2026, Bsw Wealth Partners' portfolio reflected observable changes during Q2 compared to the previous quarter.
New Positions and Significant Increases
Bsw Wealth Partners demonstrated active buying in fixed income sectors this period. The firm significantly bolstered its position in Vanguard Municipal Bond Fund Shares (VTEB), increasing holdings by 17.96% over Q2, which translates to a portfolio weight increase from approximately 4.08% to 5.13%. This ETF allocation rose notably within the 'Unknown' sector category.
Furthermore, Bsw Wealth Partners initiated or substantially increased its position in IShares Core U.S. Bond ETF (AOR). The holding count for AOR jumped by a substantial 10.06% during Q2, adding this specific fund to their portfolio holdings list on InsiderSet.com.
Significant Sales and Decreases
Besides the fixed income additions, Bsw Wealth Partners also divested some of its smaller equity positions in Q2. Notably, DigitalOcean Holdings Inc (DOCN) saw a dramatic reduction in its portfolio allocation, with shares held decreasing by an impressive 89.57% during the quarter.
While not exclusively tied to sales via position change percentages, Bsw Wealth Partners is flagged as having sold Vanguard Small Cap Growth ETF Shares (VGIT), which experienced a significant decline of -28.94% in holdings according to their disclosed indicators.
Overall Portfolio Context
Bsw Wealth Partners manages a substantial portfolio valued at $895 million as of June 30th, 2026. Their investment strategy appears focused on broad market exposure through ETFs and specific stock holdings, though the data shows many individual positions fluctuated significantly.
The top five holdings by weight accounted for approximately 34% of the portfolio (down from previous levels), suggesting a concentration in large-cap core holdings like IVV. However, their overall allocation across sectors is quite diversified, with significant exposure to 'Unknown' assets and allocations within Technology, Financial Services, and Communication Services.
For detailed information on Bsw Wealth Partners' investment activities or specific stock positions mentioned here, please refer directly to the investor's profile page here.