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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 2 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLUEROCK PVT REAL ESTATE FD 534,972.0 $8.9M 1.08% -17K -3.1% $16.61
22 VTI VANGUARD INDEX FDS 26,132.0 $8.4M 1.02% -396.0 -1.5% $320.81 +12.5%
23 GOOG ALPHABET INC Communication Services 29,117.0 $8.4M 1.02% -226.0 -0.8% $286.86 +35.9%
24 ESGV VANGUARD WORLD FD 59,600.0 $6.7M 0.82% -502.0 -0.8% $112.27 +14.9%
25 VOO VANGUARD INDEX FDS 10,981.0 $6.6M 0.80% -795.0 -6.8% $597.55 +13.2%
26 AMZN AMAZON COM INC Consumer Cyclical 28,595.0 $6.0M 0.73% +3K +12.3% $208.27 +25.1%
27 MSFT MICROSOFT CORP Technology 15,603.0 $5.8M 0.70% +2K +11.6% $370.17 +11.7%
28 EFA ISHARES TR 55,587.0 $5.4M 0.66% -2K -4.0% $97.13 +5.2%
29 ESGD ISHARES TR 55,426.0 $5.3M 0.65% -2K -2.9% $95.62 +5.6%
30 GOOGL ALPHABET INC Communication Services 17,878.0 $5.1M 0.63% +533.0 +3.1% $287.56 +36.7%
31 MGV VANGUARD WORLD FD 34,290.0 $5.0M 0.61% -2K -5.8% $144.95 +6.7%
32 IJH ISHARES TR 70,734.0 $4.8M 0.58% -1K -1.6% $67.53 +5.6%
33 IWM ISHARES TR 18,751.0 $4.7M 0.57% +250.0 +1.4% $248.00 +10.4%
34 AVGO BROADCOM INC Technology 14,140.0 $4.4M 0.53% +130.0 +0.9% $309.51 +34.7%
35 ACWI ISHARES TR 30,996.0 $4.3M 0.52% $138.37 +11.0%
36 NULV NUSHARES ETF TR 86,444.0 $3.9M 0.48% -5K -5.1% $45.50 +9.4%
37 PG PROCTER & GAMBLE CO Consumer Defensive 25,268.0 $3.6M 0.45% -182.0 -0.7% $144.44 -2.3%
38 NUSC NUSHARES ETF TR 80,351.0 $3.6M 0.44% -2K -3.0% $45.06 +6.0%
39 JPM JPMORGAN CHASE & CO Financial Services 11,566.0 $3.4M 0.41% +247.0 +2.2% $294.16 -0.1%
40 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,909.0 $3.3M 0.41% +153.0 +1.6% $337.97 +17.9%
Page 2 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%