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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $819M AUM 312 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 114 Added 120 Reduced 36 Exited
Page 1 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 365,474.0 $40.6M 4.96% +2K +0.6% $111.18 +11.4%
2 VTEB VANGUARD MUN BD FDS 629,537.0 $31.4M 3.83% +14K +2.3% $49.89 -0.5%
3 AAPL APPLE INC Technology 110,785.0 $28.1M 3.43% +14K +14.4% $253.79 +18.5%
4 AOR ISHARES TR 251,653.0 $16.2M 1.98% +4K +1.6% $64.35 +5.6%
5 CRBN ISHARES TR 47,144.0 $10.5M 1.28% +8K +19.2% $222.81 +10.9%
6 AMZN AMAZON COM INC Consumer Cyclical 28,595.0 $6.0M 0.73% +3K +12.3% $208.27 +25.1%
7 MSFT MICROSOFT CORP Technology 15,603.0 $5.8M 0.70% +2K +11.6% $370.17 +11.7%
8 GOOGL ALPHABET INC Communication Services 17,878.0 $5.1M 0.63% +533.0 +3.1% $287.56 +36.7%
9 IWM ISHARES TR 18,751.0 $4.7M 0.57% +250.0 +1.4% $248.00 +10.4%
10 AVGO BROADCOM INC Technology 14,140.0 $4.4M 0.53% +130.0 +0.9% $309.51 +34.7%
11 JPM JPMORGAN CHASE & CO Financial Services 11,566.0 $3.4M 0.41% +247.0 +2.2% $294.16 -0.1%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,909.0 $3.3M 0.41% +153.0 +1.6% $337.97 +17.9%
13 META META PLATFORMS INC Communication Services 5,363.0 $3.1M 0.37% +264.0 +5.2% $572.08 +5.0%
14 VT VANGUARD INTL EQUITY INDEX F 21,529.0 $3.0M 0.36% +1K +6.9% $138.32 +10.5%
15 VWO VANGUARD INTL EQUITY INDEX F 49,228.0 $2.7M 0.33% +274.0 +0.6% $54.05 +7.5%
16 ABBV ABBVIE INC Healthcare 10,496.0 $2.3M 0.28% +169.0 +1.6% $217.50 -1.9%
17 PEP PEPSICO INC Consumer Defensive 14,674.0 $2.3M 0.28% +254.0 +1.8% $155.29 -3.6%
18 V VISA INC Financial Services 6,836.0 $2.1M 0.25% +39.0 +0.6% $302.22 +8.8%
19 QQQ INVESCO QQQ TR Financial Services 3,415.0 $2.0M 0.24% +127.0 +3.9% $577.25 +22.4%
20 PFE PFIZER INC Healthcare 67,473.0 $1.9M 0.23% +10K +16.8% $28.08 -7.9%
Page 1 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 27.0%
Communication Services 8.6%
Healthcare 7.8%
Industrials 5.9%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Real Estate 1.7%
Energy 1.7%
Basic Materials 1.5%