BSW Wealth Partners
Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVDE, AVUS, VGIT, SPY, and represent 33.94% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: TRMB (+$17M), BPRE (+$8.3M), MUB, CRBN, VGIT, XLK, NFLX, EMSF, AOR, DELL.
- Started 20 new stock positions in MKC, DLTR, IQV, HLT, CHT, TDSB, EXC, UL, PNR, CIG. PPLT, HAL, RKLB, CTSH, CSX, MEAR, TRMB, BPRE, AER, SRE.
- Reduced shares in these 10 stocks: IVV (-$6.9M), AVUS, AVDE, VTEB, IEFA, MGV, IEMG, MSFT, JMST, AVEM.
- Sold out of its positions in UHAL.B, AMT, BLK, CI, LNG, CAG, CPNG, DFAS, DD, ECL. EQIX, FBTC, FI, EFG, USMV, IBIT, JMST, MSTR, MDLZ, Unilever, FLUT, GRMN.
- BSW Wealth Partners was a net buyer of stock by $12M.
- BSW Wealth Partners has $833M in assets under management (AUM), dropping by 3.80%.
- Central Index Key (CIK): 0001512601
Tip: Access up to 7 years of quarterly data
Positions held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 322 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.0 | $125M | -5% | 183k | 684.94 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.2 | $51M | -3% | 624k | 82.32 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.9 | $41M | -5% | 363k | 111.78 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.1 | $34M | +4% | 564k | 59.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $32M | 47k | 681.92 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.7 | $31M | -4% | 616k | 50.29 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.4 | $28M | 341k | 82.48 |
|
|
| Apple (AAPL) | 3.2 | $26M | 97k | 271.86 |
|
|
| Trimble Navigation (TRMB) | 2.0 | $17M | NEW | 211k | 78.35 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.9 | $16M | +5% | 248k | 65.01 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.9 | $16M | -4% | 209k | 77.02 |
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $15M | -5% | 229k | 67.22 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $13M | -3% | 68k | 186.50 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.5 | $13M | 154k | 81.17 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.4 | $11M | -3% | 193k | 58.31 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $11M | -9% | 126k | 89.46 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $11M | +43% | 99k | 107.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $9.5M | +3% | 152k | 62.47 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $9.4M | -2% | 92k | 101.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $9.2M | 29k | 313.80 |
|
|
| Ishares Tr Low Carbon Optim (CRBN) | 1.1 | $9.1M | +31% | 40k | 230.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $8.9M | 27k | 335.27 |
|
|
| Bluerock Pvt Real Estate (BPRE) | 1.0 | $8.3M | NEW | 552k | 15.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $7.4M | 12k | 627.12 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.9 | $7.3M | -6% | 60k | 120.96 |
|
| Microsoft Corporation (MSFT) | 0.8 | $6.8M | -9% | 14k | 483.61 |
|
| Amazon (AMZN) | 0.7 | $5.9M | -3% | 26k | 230.82 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $5.6M | 58k | 96.03 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.4M | -3% | 17k | 313.01 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $5.4M | 57k | 95.09 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $5.1M | -15% | 36k | 141.16 |
|
| Broadcom (AVGO) | 0.6 | $4.8M | -5% | 14k | 346.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $4.7M | -4% | 72k | 66.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.6M | -4% | 19k | 246.16 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $4.4M | 31k | 141.49 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.5 | $4.1M | -4% | 91k | 45.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $3.9M | -3% | 22k | 177.75 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $3.9M | 3.6k | 1074.71 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.4 | $3.7M | -2% | 83k | 44.65 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.6M | -5% | 26k | 143.31 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.6M | -5% | 11k | 322.21 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.4M | -4% | 5.1k | 660.03 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.4 | $3.3M | 63k | 52.70 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.0M | 9.8k | 303.88 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.8M | +5% | 20k | 141.06 |
|
| Dell Technologies CL C (DELL) | 0.3 | $2.7M | +38% | 21k | 125.88 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.6M | +3% | 49k | 53.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.6M | -2% | 106k | 24.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.5M | 5.1k | 502.65 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.5M | +100% | 18k | 143.97 |
|
| Visa Com Cl A (V) | 0.3 | $2.4M | 6.8k | 350.73 |
|
|
| Abbvie (ABBV) | 0.3 | $2.4M | -4% | 10k | 228.50 |
|
| Linde SHS (LIN) | 0.3 | $2.3M | 5.4k | 426.40 |
|
|
| Coca-Cola Company (KO) | 0.3 | $2.2M | -6% | 31k | 69.91 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.1M | 39k | 54.71 |
|
|
| Pepsi (PEP) | 0.2 | $2.1M | -5% | 14k | 143.52 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.0M | -9% | 3.3k | 614.35 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.0M | 12k | 171.18 |
|
|
| Merck & Co (MRK) | 0.2 | $2.0M | +5% | 19k | 105.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.9M | 4.0k | 473.28 |
|
|
| Travelers Companies (TRV) | 0.2 | $1.8M | -3% | 6.2k | 290.06 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.8M | -9% | 8.3k | 214.17 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.7M | -3% | 64k | 26.23 |
|
| Walt Disney Company (DIS) | 0.2 | $1.6M | 14k | 113.77 |
|
|
| American Express Company (AXP) | 0.2 | $1.6M | 4.3k | 369.93 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.6M | -3% | 8.0k | 194.92 |
|
| Home Depot (HD) | 0.2 | $1.5M | -5% | 4.4k | 344.06 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.5M | -4% | 12k | 125.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | 2.6k | 570.88 |
|
|
| Matthews Intl Fds Emerging Markets (EMSF) | 0.2 | $1.5M | +130% | 52k | 28.36 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.5M | -15% | 6.9k | 211.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.4M | +2% | 3.6k | 396.31 |
|
| Pfizer (PFE) | 0.2 | $1.4M | -10% | 58k | 24.90 |
|
| Netflix (NFLX) | 0.2 | $1.4M | +879% | 15k | 93.76 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.4M | +6% | 30k | 45.98 |
|
| Caterpillar (CAT) | 0.2 | $1.4M | -3% | 2.4k | 572.78 |
|
| Gilead Sciences (GILD) | 0.2 | $1.3M | 11k | 122.74 |
|
|
| TJX Companies (TJX) | 0.2 | $1.3M | +16% | 8.6k | 153.61 |
|
| Goldman Sachs (GS) | 0.2 | $1.3M | 1.5k | 879.08 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.3M | 12k | 111.41 |
|
|
| Intuit (INTU) | 0.2 | $1.3M | -4% | 1.9k | 662.38 |
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | 2.7k | 449.72 |
|
|
| International Business Machines (IBM) | 0.1 | $1.2M | 4.2k | 296.19 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.2M | 4.7k | 256.98 |
|
|
| salesforce (CRM) | 0.1 | $1.2M | +12% | 4.6k | 264.94 |
|
| Lumen Technologies (LUMN) | 0.1 | $1.2M | -17% | 153k | 7.77 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | +6% | 6.3k | 185.60 |
|
| Intel Corporation (INTC) | 0.1 | $1.2M | -9% | 32k | 36.90 |
|
| Synopsys (SNPS) | 0.1 | $1.1M | +121% | 2.4k | 469.72 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -4% | 4.4k | 257.93 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | 1.0k | 1069.91 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | -4% | 4.8k | 231.33 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | -2% | 5.3k | 206.94 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -6% | 1.3k | 862.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | 5.1k | 210.34 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.1M | 6.1k | 177.53 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.0M | +2% | 8.9k | 116.09 |
|
| Booking Holdings (BKNG) | 0.1 | $1.0M | 192.00 | 5359.34 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.0M | 3.3k | 314.80 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | -10% | 8.4k | 120.34 |
|
| S&p Global (SPGI) | 0.1 | $1.0M | 1.9k | 522.61 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.0M | 5.9k | 171.04 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.0M | 3.3k | 302.12 |
|
|
| Capital One Financial (COF) | 0.1 | $969k | +12% | 4.0k | 242.34 |
|
| Automatic Data Processing (ADP) | 0.1 | $958k | 3.7k | 257.21 |
|
|
| Citigroup Com New (C) | 0.1 | $937k | 8.0k | 116.70 |
|
|
| At&t (T) | 0.1 | $935k | -2% | 38k | 24.84 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $934k | +3% | 1.6k | 566.32 |
|
| Ge Vernova (GEV) | 0.1 | $929k | -3% | 1.4k | 653.58 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $928k | -4% | 6.0k | 154.15 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $905k | -3% | 39k | 23.31 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $900k | 14k | 63.61 |
|
|
| Niagen Bioscience Com New (NAGE) | 0.1 | $897k | +65% | 141k | 6.36 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $888k | +20% | 1.5k | 579.35 |
|
| Dover Corporation (DOV) | 0.1 | $874k | 4.5k | 195.24 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $869k | 54k | 16.10 |
|
|
| Wabtec Corporation (WAB) | 0.1 | $850k | 4.0k | 213.47 |
|
|
| Icici Bank Adr (IBN) | 0.1 | $840k | -2% | 28k | 29.80 |
|
| Uber Technologies (UBER) | 0.1 | $820k | -3% | 10k | 81.71 |
|
| Amgen (AMGN) | 0.1 | $810k | 2.5k | 327.29 |
|
|
| Micron Technology (MU) | 0.1 | $799k | +6% | 2.8k | 285.36 |
|
| Cme (CME) | 0.1 | $797k | +10% | 2.9k | 273.06 |
|
| UnitedHealth (UNH) | 0.1 | $781k | +22% | 2.4k | 330.05 |
|
| Verizon Communications (VZ) | 0.1 | $776k | -6% | 19k | 40.73 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $770k | 23k | 33.02 |
|
|
| Lowe's Companies (LOW) | 0.1 | $765k | -18% | 3.2k | 241.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $765k | 5.6k | 136.07 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $763k | -5% | 8.0k | 95.35 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $763k | +17% | 11k | 67.64 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $753k | 16k | 48.12 |
|
|
| PNC Financial Services (PNC) | 0.1 | $744k | 3.6k | 208.74 |
|
|
| Chevron Corporation (CVX) | 0.1 | $738k | 4.8k | 152.40 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $731k | -4% | 17k | 44.41 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $719k | +5% | 86k | 8.39 |
|
| Palo Alto Networks (PANW) | 0.1 | $717k | -3% | 3.9k | 184.20 |
|
| Philip Morris International (PM) | 0.1 | $710k | 4.4k | 160.40 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $698k | -3% | 574.00 | 1215.15 |
|
| Broadstone Net Lease (BNL) | 0.1 | $694k | 40k | 17.37 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $693k | +16% | 244k | 2.84 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $691k | NEW | 14k | 50.32 |
|
| Quanta Services (PWR) | 0.1 | $691k | 1.6k | 422.07 |
|
|
| Cisco Systems (CSCO) | 0.1 | $686k | 8.9k | 77.03 |
|
|
| Ball Corporation (BALL) | 0.1 | $671k | -4% | 13k | 52.97 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $670k | 5.6k | 119.75 |
|
|
| Reliance Steel & Aluminum (RS) | 0.1 | $669k | +5% | 2.3k | 288.86 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $667k | +18% | 5.6k | 119.35 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $660k | +12% | 11k | 58.79 |
|
| Chubb (CB) | 0.1 | $659k | +13% | 2.1k | 312.12 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $655k | -7% | 5.0k | 131.04 |
|
| Enterprise Products Partners (EPD) | 0.1 | $654k | 20k | 32.06 |
|
|
| Servicenow (NOW) | 0.1 | $649k | +317% | 4.2k | 153.19 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $646k | -11% | 2.9k | 219.80 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $644k | +2% | 6.4k | 99.92 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $635k | +28% | 36k | 17.82 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $621k | -14% | 24k | 25.60 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $616k | 2.3k | 268.30 |
|
|
| Hca Holdings (HCA) | 0.1 | $593k | +10% | 1.3k | 466.87 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $590k | -3% | 11k | 53.94 |
|
| Moody's Corporation (MCO) | 0.1 | $588k | 1.2k | 511.03 |
|
|
| Prologis (PLD) | 0.1 | $582k | +22% | 4.6k | 127.65 |
|
| W.W. Grainger (GWW) | 0.1 | $580k | 575.00 | 1009.35 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $579k | -13% | 960.00 | 603.28 |
|
| Allstate Corporation (ALL) | 0.1 | $576k | -6% | 2.8k | 208.12 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $573k | +8% | 11k | 53.36 |
|
| Stryker Corporation (SYK) | 0.1 | $568k | -2% | 1.6k | 351.40 |
|
| Metropcs Communications (TMUS) | 0.1 | $565k | -2% | 2.8k | 203.06 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $562k | 3.5k | 160.79 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $560k | +6% | 726.00 | 771.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $550k | -14% | 1.1k | 488.02 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $542k | 11k | 49.04 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $542k | 4.5k | 120.19 |
|
|
| American Water Works (AWK) | 0.1 | $541k | -17% | 4.1k | 130.51 |
|
| Sterling Construction Company (STRL) | 0.1 | $540k | -5% | 1.8k | 306.23 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $534k | -2% | 6.8k | 78.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $529k | -26% | 1.8k | 290.21 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $525k | 1.4k | 373.44 |
|
|
| Paccar (PCAR) | 0.1 | $514k | +21% | 4.7k | 109.50 |
|
| Honeywell International (HON) | 0.1 | $506k | -3% | 2.6k | 195.11 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $504k | 2.4k | 209.12 |
|
|
| Autodesk (ADSK) | 0.1 | $503k | 1.7k | 296.01 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $488k | +69% | 6.4k | 76.67 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $481k | 2.6k | 183.42 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $479k | 3.4k | 139.16 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $479k | -13% | 5.7k | 83.71 |
|
| Progressive Corporation (PGR) | 0.1 | $474k | 2.1k | 227.74 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $473k | 2.5k | 191.60 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $472k | 9.6k | 49.21 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $468k | -3% | 3.3k | 143.52 |
|
| Xylem (XYL) | 0.1 | $468k | -9% | 3.4k | 136.18 |
|
| Doordash Cl A (DASH) | 0.1 | $457k | -14% | 2.0k | 226.48 |
|
| SYSCO Corporation (SYY) | 0.1 | $449k | -11% | 6.1k | 73.69 |
|
| MercadoLibre (MELI) | 0.1 | $443k | +2% | 220.00 | 2014.26 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $440k | -2% | 910.00 | 483.67 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $439k | -10% | 11k | 40.42 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $437k | +2% | 37k | 11.86 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $433k | +4% | 3.1k | 137.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $414k | 15k | 26.91 |
|
|
| Deere & Company (DE) | 0.0 | $406k | -5% | 872.00 | 465.50 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $405k | +4% | 52k | 7.86 |
|
| Ge Aerospace Com New (GE) | 0.0 | $403k | -12% | 1.3k | 308.04 |
|
| Keysight Technologies (KEYS) | 0.0 | $400k | +10% | 2.0k | 203.19 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.0 | $397k | -5% | 6.2k | 63.77 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $393k | +3% | 4.6k | 86.04 |
|
| eBay (EBAY) | 0.0 | $391k | -11% | 4.5k | 87.10 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $390k | +12% | 1.5k | 256.03 |
|
| Simon Property (SPG) | 0.0 | $388k | 2.1k | 185.09 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $385k | 5.3k | 72.68 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $382k | -5% | 1.3k | 305.74 |
|
| American Intl Group Com New (AIG) | 0.0 | $373k | 4.4k | 85.55 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $365k | -15% | 1.5k | 246.33 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $365k | 3.3k | 109.91 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $362k | +5% | 1.6k | 222.66 |
|
| BP Sponsored Adr (BP) | 0.0 | $351k | 10k | 34.73 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $351k | 2.8k | 125.92 |
|
|
| Danaher Corporation (DHR) | 0.0 | $351k | +22% | 1.5k | 228.93 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $350k | 6.5k | 53.88 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $348k | -19% | 12k | 29.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $347k | 7.6k | 45.51 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $345k | 20k | 17.10 |
|
|
| Hubbell (HUBB) | 0.0 | $341k | +2% | 769.00 | 443.96 |
|
| Cintas Corporation (CTAS) | 0.0 | $341k | -15% | 1.8k | 188.03 |
|
| Cadence Design Systems (CDNS) | 0.0 | $339k | 1.1k | 312.58 |
|
|
| Rockwell Automation (ROK) | 0.0 | $338k | -3% | 869.00 | 389.29 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $336k | 63k | 5.30 |
|
|
| Biogen Idec (BIIB) | 0.0 | $336k | -3% | 1.9k | 175.99 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $333k | -8% | 10k | 32.75 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $331k | 400k | 0.83 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $331k | +4% | 4.2k | 79.03 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $330k | +28% | 703.00 | 468.76 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $327k | -12% | 2.2k | 148.69 |
|
| Digital Realty Trust (DLR) | 0.0 | $327k | +24% | 2.1k | 154.72 |
|
| Wells Fargo & Company (WFC) | 0.0 | $323k | 3.5k | 93.20 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $320k | 424.00 | 753.78 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $319k | 2.2k | 146.58 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $318k | +3% | 2.0k | 160.97 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $317k | NEW | 1.1k | 287.25 |
|
| Intercontinental Exchange (ICE) | 0.0 | $314k | -12% | 1.9k | 161.98 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $311k | 4.4k | 71.41 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $308k | -21% | 791.00 | 389.01 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $305k | -14% | 3.5k | 87.34 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $305k | +3% | 7.9k | 38.45 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $303k | 16k | 18.97 |
|
|
| Valmont Industries (VMI) | 0.0 | $302k | 750.00 | 402.32 |
|
|
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.0 | $300k | 4.7k | 64.13 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $298k | -6% | 7.8k | 38.36 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $297k | 5.4k | 54.77 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $296k | NEW | 4.5k | 65.40 |
|
| Realty Income (O) | 0.0 | $294k | 5.2k | 56.37 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $293k | -6% | 2.1k | 142.50 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $289k | 1.4k | 205.28 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $288k | 1.3k | 227.56 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $287k | -2% | 7.9k | 36.54 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $287k | 5.4k | 53.37 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $286k | -7% | 1.2k | 242.95 |
|
| Altria (MO) | 0.0 | $284k | 4.9k | 57.66 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $281k | -5% | 15k | 19.33 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $279k | -6% | 729.00 | 383.33 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $278k | -18% | 1.2k | 223.26 |
|
| Halliburton Company (HAL) | 0.0 | $277k | NEW | 9.8k | 28.26 |
|
| Bank of America Corporation (BAC) | 0.0 | $275k | 5.0k | 55.00 |
|
|
| Cummins (CMI) | 0.0 | $275k | 539.00 | 510.60 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $275k | -29% | 5.7k | 48.46 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $274k | -4% | 9.6k | 28.48 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $273k | 2.3k | 118.75 |
|
|
| Prudential Financial (PRU) | 0.0 | $270k | 2.4k | 112.88 |
|
|
| Nextera Energy (NEE) | 0.0 | $266k | 3.3k | 80.29 |
|
|
| United Rentals (URI) | 0.0 | $266k | -2% | 328.00 | 809.34 |
|
| Smucker J M Com New (SJM) | 0.0 | $264k | -36% | 2.7k | 97.82 |
|
| Becton, Dickinson and (BDX) | 0.0 | $259k | -26% | 1.3k | 194.07 |
|
| Pentair SHS (PNR) | 0.0 | $259k | NEW | 2.5k | 104.14 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $252k | +12% | 720.00 | 349.99 |
|
| Snap-on Incorporated (SNA) | 0.0 | $250k | +6% | 725.00 | 344.62 |
|
| Paychex (PAYX) | 0.0 | $250k | -8% | 2.2k | 112.18 |
|
| Columbia Banking System (COLB) | 0.0 | $240k | 8.6k | 27.95 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $239k | 1.1k | 217.06 |
|
|
| Ptc (PTC) | 0.0 | $238k | -30% | 1.4k | 174.21 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $235k | 3.2k | 73.55 |
|
|
| MetLife (MET) | 0.0 | $235k | +16% | 3.0k | 78.95 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $233k | NEW | 3.4k | 68.11 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $233k | NEW | 3.3k | 69.76 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $233k | 1.3k | 185.56 |
|
|
| Fastenal Company (FAST) | 0.0 | $233k | -27% | 5.8k | 40.13 |
|
| Vulcan Materials Company (VMC) | 0.0 | $232k | +2% | 814.00 | 285.18 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $231k | 771.00 | 300.16 |
|
|
| RPM International (RPM) | 0.0 | $230k | -33% | 2.2k | 104.01 |
|
| Iqvia Holdings (IQV) | 0.0 | $230k | NEW | 1.0k | 225.41 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $229k | 2.3k | 99.53 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $228k | -2% | 1.4k | 162.03 |
|
| General Dynamics Corporation (GD) | 0.0 | $225k | 667.00 | 336.66 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $222k | -20% | 993.00 | 223.80 |
|
| Waste Connections (WCN) | 0.0 | $222k | -8% | 1.3k | 175.36 |
|
| AmerisourceBergen (COR) | 0.0 | $222k | 656.00 | 337.76 |
|
|
| Dollar Tree (DLTR) | 0.0 | $221k | NEW | 1.8k | 123.01 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $220k | 5.8k | 38.11 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $219k | -5% | 1.6k | 137.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $219k | 8.0k | 27.43 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $219k | NEW | 1.2k | 186.43 |
|
| Carrier Global Corporation (CARR) | 0.0 | $218k | -18% | 4.1k | 52.84 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $216k | -28% | 14k | 15.59 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $216k | -40% | 7.7k | 28.01 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $216k | -31% | 372.00 | 580.71 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $216k | +7% | 1.7k | 130.66 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $215k | NEW | 5.1k | 41.71 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $214k | -5% | 2.2k | 97.13 |
|
| Sempra Energy (SRE) | 0.0 | $212k | NEW | 2.4k | 88.30 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $211k | NEW | 2.5k | 83.00 |
|
| Eaton Corp SHS (ETN) | 0.0 | $210k | -5% | 659.00 | 318.55 |
|
| Exelon Corporation (EXC) | 0.0 | $209k | NEW | 4.8k | 43.59 |
|
| Gartner (IT) | 0.0 | $207k | -7% | 822.00 | 252.28 |
|
| Medtronic SHS (MDT) | 0.0 | $207k | -3% | 2.2k | 96.06 |
|
| CSX Corporation (CSX) | 0.0 | $207k | NEW | 5.7k | 36.25 |
|
| Hershey Company (HSY) | 0.0 | $206k | +5% | 1.1k | 181.99 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $206k | NEW | 1.4k | 143.77 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $198k | +4% | 54k | 3.69 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $195k | +2% | 46k | 4.21 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $143k | +9% | 12k | 11.73 |
|
| Exchange Listed Fds Tr Etc Cabana Targt (TDSB) | 0.0 | $139k | NEW | 139k | 1.00 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $137k | +23% | 21k | 6.47 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $90k | -23% | 36k | 2.47 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $82k | +62% | 16k | 4.99 |
|
| Telefonica S A Sponsored Adr | 0.0 | $68k | +15% | 17k | 4.05 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $33k | NEW | 17k | 2.00 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2025 Q4 filed Jan. 23, 2026
- BSW Wealth Partners 2025 Q3 filed Oct. 15, 2025
- BSW Wealth Partners 2025 Q2 filed July 18, 2025
- BSW Wealth Partners 2025 Q1 filed April 24, 2025
- BSW Wealth Partners 2024 Q4 filed Jan. 22, 2025
- BSW Wealth Partners 2024 Q3 filed Oct. 29, 2024
- BSW Wealth Partners 2024 Q2 filed July 16, 2024
- BSW Wealth Partners 2024 Q1 filed April 23, 2024
- BSW Wealth Partners 2023 Q4 filed Jan. 25, 2024
- BSW Wealth Partners 2023 Q3 filed Oct. 27, 2023
- BSW Wealth Partners 2023 Q2 filed Aug. 11, 2023
- BSW Wealth Partners 2023 Q1 filed May 15, 2023
- BSW Wealth Partners 2022 Q4 filed Feb. 14, 2023
- BSW Wealth Partners 2022 Q3 filed Nov. 14, 2022
- BSW Wealth Partners 2022 Q2 filed Aug. 15, 2022
- BSW Wealth Partners 2022 Q1 filed May 16, 2022