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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 10 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EQIX EQUINIX INC Real Estate 492.0 $482K 0.06% NEW $980.34 +6.9%
182 XYL XYLEM INC Industrials 4,007.0 $479K 0.06% +570.0 +16.6% $119.50 -11.0%
183 SDY SPDR SERIES TRUST 3,273.0 $478K 0.06% -167.0 -4.8% $145.96 +1.5%
184 WIT WIPRO LTD Technology 224,599.0 $476K 0.06% -20K -8.0% $2.12 -9.0%
185 TFC TRUIST FINL CORP Financial Services 10,257.0 $472K 0.06% +663.0 +6.9% $45.97 +2.4%
186 HSBC HSBC HLDGS PLC Financial Services 5,693.0 $470K 0.06% -1K -16.2% $82.48 +7.3%
187 TS TENARIS S A Energy 7,903.0 $460K 0.06% $58.18 +4.6%
188 RSP INVESCO EXCHANGE TRADED FD T 2,371.0 $455K 0.06% -99.0 -4.0% $191.96 +6.2%
189 LYG LLOYDS BANKING GROUP PLC Financial Services 90,463.0 $455K 0.06% +27K +42.6% $5.03 +2.6%
190 VRT VERTIV HOLDINGS CO Industrials 1,814.0 $455K 0.06% +407.0 +28.9% $250.58 +28.8%
191 ACN ACCENTURE PLC IRELAND Technology 2,274.0 $451K 0.06% -23.0 -1.0% $198.30 -9.6%
192 DLR DIGITAL RLTY TR INC Real Estate 2,488.0 $448K 0.06% +377.0 +17.9% $180.21 +3.4%
193 CHT CHUNGHWA TELECOM CO LTD Communication Services 10,564.0 $446K 0.05% +5K +105.5% $42.24 +4.1%
194 CTAS CINTAS CORP Industrials 2,616.0 $442K 0.05% +805.0 +44.5% $169.15 +1.8%
195 SKM SK TELECOM CO LTD Communication Services 14,609.0 $428K 0.05% NEW $29.29 +26.8%
196 RKLB ROCKET LAB CORP Industrials 6,611.0 $425K 0.05% +3K +97.8% $64.22 +98.2%
197 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,783.0 $424K 0.05% +727.0 +35.4% $152.51 +6.9%
198 DE DEERE & CO Industrials 753.0 $424K 0.05% -119.0 -13.7% $563.13 -0.9%
199 NVS NOVARTIS AG Healthcare 2,772.0 $423K 0.05% -371.0 -11.8% $152.74 -1.5%
200 CBRE CBRE GROUP INC Real Estate 2,975.0 $403K 0.05% -522.0 -14.9% $135.46 -3.2%
Page 10 of 16  ·  312 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%