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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,914.0 $301K 0.04% -22.0 -1.1% $157.30 -3.0%
102 CMI CUMMINS INC Industrials 530.0 $285K 0.04% -9.0 -1.7% $538.18 +22.9%
103 EBAY EBAY INC. Consumer Cyclical 3,132.0 $285K 0.04% -1K -30.2% $91.03 +24.9%
104 AVXC AMERICAN CENTY ETF TR 4,200.0 $284K 0.04% -2K -32.5% $67.63 +16.2%
105 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 14,175.0 $280K 0.03% -353.0 -2.4% $19.75 +13.6%
106 SCHA SCHWAB STRATEGIC TR 9,547.0 $278K 0.03% -88.0 -0.9% $29.08 +10.7%
107 MCO MOODYS CORP Financial Services 601.0 $262K 0.03% -549.0 -47.7% $435.96 -1.3%
108 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,306.0 $258K 0.03% -217.0 -14.2% $197.50 +18.7%
109 AIG AMERICAN INTL GROUP INC Financial Services 3,385.0 $255K 0.03% -972.0 -22.3% $75.24 +2.3%
110 KT KT CORP Communication Services 10,501.0 $225K 0.03% -5K -34.3% $21.45 -12.2%
111 PRU PRUDENTIAL FINL INC Financial Services 2,288.0 $224K 0.03% -101.0 -4.2% $97.69 +2.9%
112 SHOP SHOPIFY INC Technology 1,880.0 $223K 0.03% -97.0 -4.9% $118.62 -16.1%
113 XCEM COLUMBIA ETF TR II 5,390.0 $220K 0.03% -2K -30.7% $40.81 +17.6%
114 URI UNITED RENTALS INC Industrials 293.0 $213K 0.03% -35.0 -10.7% $728.58 +26.5%
115 CARR CARRIER GLOBAL CORPORATION Industrials 3,775.0 $213K 0.03% -347.0 -8.4% $56.31 +9.3%
116 DHR DANAHER CORP DEL Healthcare 1,117.0 $212K 0.03% -414.0 -27.0% $189.62 -13.2%
117 LPL LG DISPLAY CO LTD Technology 42,679.0 $166K 0.02% -4K -8.0% $3.88 +8.1%
118 NOK NOKIA CORP Technology 12,936.0 $104K 0.01% -8K -38.8% $8.04 +72.9%
119 GRAB GRAB HOLDINGS LIMITED Technology 13,574.0 $50K 0.01% -3K -17.1% $3.66 -6.7%
120 CIG CIA ENERGETICA DE MINAS GERA Utilities 11,948.0 $29K 0.00% -5K -27.6% $2.39 -5.4%
Page 6 of 6  ·  120 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%