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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $833M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 322 New
Page 2 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRBN ISHARES TR 39,542.0 $9.1M 1.09% NEW $230.53 +9.0%
22 VTI VANGUARD INDEX FDS 26,528.0 $8.9M 1.07% NEW $335.27 +8.9%
23 BLUEROCK PVT REAL ESTATE FD 552,074.0 $8.3M 0.99% NEW $15.00
24 VOO VANGUARD INDEX FDS 11,776.0 $7.4M 0.89% NEW $627.12 +8.9%
25 ESGV VANGUARD WORLD FD 60,102.0 $7.3M 0.87% NEW $120.96 +8.3%
26 MSFT MICROSOFT CORP Technology 13,976.0 $6.8M 0.81% NEW $483.61 -13.3%
27 AMZN AMAZON COM INC Consumer Cyclical 25,472.0 $5.9M 0.70% NEW $230.82 +16.3%
28 EFA ISHARES TR 57,918.0 $5.6M 0.67% NEW $96.03 +8.5%
29 GOOGL ALPHABET INC Communication Services 17,345.0 $5.4M 0.65% NEW $313.01 +23.9%
30 ESGD ISHARES TR 57,073.0 $5.4M 0.65% NEW $95.09 +8.2%
31 MGV VANGUARD WORLD FD 36,420.0 $5.1M 0.62% NEW $141.16 +10.3%
32 AVGO BROADCOM INC Technology 14,010.0 $4.8M 0.58% NEW $346.09 +19.8%
33 IJH ISHARES TR 71,921.0 $4.7M 0.57% NEW $66.00 +10.5%
34 IWM ISHARES TR 18,501.0 $4.6M 0.55% NEW $246.16 +14.8%
35 ACWI ISHARES TR 31,026.0 $4.4M 0.53% NEW $141.49 +10.0%
36 NULV NUSHARES ETF TR 91,110.0 $4.1M 0.49% NEW $45.05 +11.7%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 22,001.0 $3.9M 0.47% NEW $177.75 -22.8%
38 LLY ELI LILLY & CO Healthcare 3,621.0 $3.9M 0.47% NEW $1074.71 -3.1%
39 NUSC NUSHARES ETF TR 82,832.0 $3.7M 0.44% NEW $44.65 +9.4%
40 PG PROCTER AND GAMBLE CO Consumer Defensive 25,450.0 $3.6M 0.44% NEW $143.31 -0.6%
Page 2 of 17  ·  322 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 35.7%
Financial Services 27.1%
Communication Services 9.2%
Healthcare 8.2%
Industrials 5.7%
Consumer Cyclical 4.9%
Consumer Defensive 4.7%
Real Estate 1.3%
Energy 1.2%
Basic Materials 1.2%