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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 5 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,279.0 $1.3M 0.15% +12.0 +0.9% $996.21 +5.4%
82 MA MASTERCARD INCORPORATED Financial Services 2,534.0 $1.3M 0.15% -92.0 -3.5% $499.60 +0.0%
83 ESML ISHARES TR 26,760.0 $1.3M 0.15% -3K -11.1% $47.02 +10.3%
84 ABT ABBOTT LABORATORIES Healthcare 11,988.0 $1.2M 0.15% -128.0 -1.1% $102.67 -14.5%
85 GLD SPDR GOLD TR Financial Services 2,835.0 $1.2M 0.15% -811.0 -22.2% $430.29 -3.1%
86 DOCN DIGITALOCEAN HLDGS INC Technology 13,956.0 $1.2M 0.15% -2K -10.9% $85.78 +84.6%
87 WELL WELLTOWER INC Real Estate 6,017.0 $1.2M 0.14% -283.0 -4.5% $197.70 +10.6%
88 GEV GE VERNOVA INC Utilities 1,348.0 $1.2M 0.14% -74.0 -5.2% $872.91 +19.6%
89 UNP UNION PAC CORP Industrials 4,723.0 $1.1M 0.14% -44.0 -0.9% $242.63 +9.5%
90 IWD ISHARES TR 5,148.0 $1.1M 0.13% $213.67 +9.8%
91 BK BANK NEW YORK MELLON CORP Financial Services 9,164.0 $1.1M 0.13% +242.0 +2.7% $118.63 +17.2%
92 MS MORGAN STANLEY Financial Services 6,594.0 $1.1M 0.13% +529.0 +8.7% $164.58 +21.8%
93 MU MICRON TECHNOLOGY INC Technology 3,163.0 $1.1M 0.13% +362.0 +12.9% $337.81 +125.6%
94 VB VANGUARD INDEX FDS 3,958.0 $1.0M 0.13% -427.0 -9.7% $261.90 +9.4%
95 CVX CHEVRON CORPORATION Energy 4,984.0 $1.0M 0.13% +139.0 +2.9% $206.92 -7.7%
96 TSLA TESLA INC Consumer Cyclical 2,763.0 $1.0M 0.12% +25.0 +0.9% $371.75 +12.2%
97 SNPS SYNOPSYS INC Technology 2,572.0 $1.0M 0.12% +155.0 +6.4% $396.48 +25.8%
98 GRUPO CIBEST SA 13,477.0 $981K 0.12% -672.0 -4.8% $72.81
99 VV VANGUARD INDEX FDS 3,250.0 $971K 0.12% $298.85 +14.3%
100 WAB WABTEC Industrials 3,873.0 $968K 0.12% -110.0 -2.8% $249.91 +3.7%
Page 5 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%