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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 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 MEAR ISHARES U S ETF TR 13,737 $691K 0.08% SOLD
2 NEBIUS GROUP N.V. 5,717 $479K 0.06% SOLD
3 DASH DOORDASH INC Communication Services 2,017 $457K 0.06% SOLD
4 RELX RELX PLC Communication Services 10,851 $439K 0.05% SOLD
5 EMXC ISHARES INC 5,295 $385K 0.05% SOLD
6 BP BP PLC Energy 10,113 $351K 0.04% SOLD
7 ROK ROCKWELL AUTOMATION INC Industrials 869 $338K 0.04% SOLD
8 ITOT ISHARES TR 2,201 $327K 0.04% SOLD
9 TT TRANE TECHNOLOGIES PLC Industrials 791 $308K 0.04% SOLD
10 UNILEVER PLC 4,529 $296K 0.04% SOLD
11 HDB HDFC BANK LTD Financial Services 7,866 $287K 0.03% SOLD
12 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,246 $278K 0.03% SOLD
13 ADBE ADOBE INC Technology 720 $252K 0.03% SOLD
14 NXPI NXP SEMICONDUCTORS N V Technology 1,099 $239K 0.03% SOLD
15 PTC PTC INC Technology 1,364 $238K 0.03% SOLD
16 VEU VANGUARD INTL EQUITY INDEX F 3,199 $235K 0.03% SOLD
17 MET METLIFE INC Financial Services 2,975 $235K 0.03% SOLD
18 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,255 $233K 0.03% SOLD
19 FAST FASTENAL CO Industrials 5,797 $233K 0.03% SOLD
20 IQVIA HLDGS INC 1,019 $230K 0.03% SOLD
Page 1 of 2  ·  36 positions
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%