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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOV DOVER CORP Industrials 4,567.0 $952K 0.12% +90.0 +2.0% $208.45 +0.7%
42 LOW LOWES COS INC Consumer Cyclical 3,802.0 $898K 0.11% +631.0 +19.9% $236.30 -7.0%
43 SIVR ABRDN SILVER ETF TRUST Financial Services 12,252.0 $877K 0.11% +979.0 +8.7% $71.61 +0.7%
44 BKNG BOOKING HOLDINGS INC Consumer Cyclical 198.0 $834K 0.10% +6.0 +3.1% $4211.30 -96.3%
45 SAP SAP SE Technology 4,832.0 $827K 0.10% +4K +310.2% $171.22 +3.9%
46 ICICI BANK LIMITED 31,853.0 $825K 0.10% +4K +13.0% $25.90
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,391.0 $812K 0.10% +2K +22.4% $60.65 -3.9%
48 IWB ISHARES TR 2,197.0 $783K 0.10% +791.0 +56.3% $356.56 +13.0%
49 BALL BALL CORP Consumer Cyclical 12,934.0 $765K 0.09% +262.0 +2.1% $59.11 -5.4%
50 SPDW SPDR INDEX SHS FDS 16,695.0 $762K 0.09% +234.0 +1.4% $45.65 +9.2%
51 CB CHUBB LTD SWITZ Financial Services 2,320.0 $756K 0.09% +210.0 +9.9% $325.93 +0.7%
52 NMR NOMURA HLDGS INC Financial Services 94,474.0 $745K 0.09% +9K +10.2% $7.89 +3.1%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 4,459.0 $737K 0.09% +30.0 +0.7% $165.34 +13.3%
54 USB US BANCORP Financial Services 14,049.0 $731K 0.09% +3K +30.8% $52.01 +4.6%
55 PANW PALO ALTO NETWORKS INC Technology 4,557.0 $731K 0.09% +663.0 +17.0% $160.32 +53.4%
56 HCA HCA HEALTHCARE INC Healthcare 1,495.0 $708K 0.09% +225.0 +17.7% $473.25 -16.1%
57 KB KB FINL GROUP INC Financial Services 6,903.0 $688K 0.08% +2K +51.0% $99.73 +4.9%
58 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,020.0 $683K 0.08% +875.0 +21.1% $136.09 -9.5%
59 IEI ISHARES TR 5,740.0 $681K 0.08% +155.0 +2.8% $118.60 -1.3%
60 NAGE NIAGEN BIOSCIENCE INC Healthcare 154,000.0 $679K 0.08% +13K +9.2% $4.41 -14.4%
Page 3 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%