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, VTEB, VGIT, and represent 33.94% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$5.5M), VGIT, CRBN, AOR, IWF, KLAC, CRSR, BKNG, MRVL, VUG.
- Started 34 new stock positions in FITB, FWONK, NXPI, CCEP, ESGE, DGX, AMT, FTNT, CSX, CRSR.
- Reduced shares in these 10 stocks: BPRE (-$8.9M), IVV, DELL, AMD, DOCN, MGV, INTC, AVDE, NULV, PG.
- Sold out of its positions in BABA, BPRE, BNL, CI, NAGE, CPRT, DLTR, EXC, HMC, Honeywell International. ACWV, MKC, OTIS, VMC, WM.
- BSW Wealth Partners was a net seller of stock by $-15M.
- BSW Wealth Partners has $899M in assets under management (AUM), dropping by 9.74%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 331 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.7 | $132M | -3% | 176k | 748.89 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.9 | $54M | -2% | 599k | 89.20 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 5.1 | $46M | -2% | 357k | 128.08 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.1 | $37M | +17% | 738k | 50.58 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.1 | $37M | +12% | 626k | 58.98 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.9 | $35M | 47k | 746.77 |
|
|
| Apple (AAPL) | 3.5 | $32M | 110k | 289.36 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 3.3 | $30M | 337k | 89.01 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.3 | $20M | +2% | 211k | 96.49 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 2.1 | $19M | +10% | 277k | 69.50 |
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $19M | 223k | 82.84 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 1.6 | $14M | +17% | 55k | 252.97 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $13M | 63k | 200.09 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.4 | $12M | -3% | 187k | 65.60 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.3 | $11M | 91k | 124.76 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $11M | -4% | 114k | 96.58 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $11M | -6% | 144k | 75.51 |
|
| Trimble Navigation (TRMB) | 1.2 | $11M | 211k | 51.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $10M | 29k | 353.34 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $10M | -4% | 141k | 71.25 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $10M | -2% | 93k | 107.62 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $8.8M | -8% | 24k | 370.04 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.9 | $7.8M | 59k | 132.24 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $7.4M | -2% | 11k | 686.82 |
|
| Amazon (AMZN) | 0.7 | $6.7M | -2% | 28k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.6M | +3% | 19k | 357.36 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $5.7M | 56k | 102.81 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $5.7M | -2% | 15k | 373.01 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.4M | -6% | 52k | 103.88 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $5.3M | -2% | 69k | 77.11 |
|
| Broadcom (AVGO) | 0.6 | $5.3M | 14k | 377.76 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $5.2M | -7% | 17k | 300.45 |
|
| Dell Technologies CL C (DELL) | 0.6 | $5.2M | -37% | 12k | 431.47 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $4.9M | 31k | 156.97 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $4.8M | 10k | 477.56 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.4M | -2% | 10k | 433.31 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $4.2M | -25% | 26k | 163.45 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.1M | -2% | 3.4k | 1199.56 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.7M | 11k | 327.32 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.4 | $3.6M | -14% | 69k | 52.12 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $3.5M | +4% | 23k | 156.95 |
|
| Intel Corporation (INTC) | 0.4 | $3.5M | -26% | 25k | 139.63 |
|
| Micron Technology (MU) | 0.4 | $3.5M | -4% | 3.0k | 1154.19 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.4 | $3.3M | -8% | 58k | 56.79 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $3.1M | 17k | 190.52 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $3.1M | -28% | 61k | 49.99 |
|
| Applied Materials (AMAT) | 0.3 | $3.1M | -3% | 4.2k | 722.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.0M | +18% | 4.1k | 736.37 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.9M | -4% | 5.1k | 563.25 |
|
| Advanced Micro Devices (AMD) | 0.3 | $2.8M | -43% | 4.8k | 580.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.7M | -6% | 46k | 59.69 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.7M | -27% | 18k | 146.64 |
|
| Abbvie (ABBV) | 0.3 | $2.6M | 10k | 251.63 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.6M | 95k | 27.70 |
|
|
| Caterpillar (CAT) | 0.3 | $2.6M | 2.4k | 1064.75 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.6M | 22k | 116.67 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.6M | -2% | 37k | 68.41 |
|
| Coca-Cola Company (KO) | 0.3 | $2.5M | 31k | 81.27 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | -5% | 4.8k | 500.39 |
|
| Visa Com Cl A (V) | 0.3 | $2.4M | 6.9k | 343.10 |
|
|
| Merck & Co (MRK) | 0.3 | $2.3M | -2% | 18k | 128.50 |
|
| Matthews Intl Fds Emer Ma Futu Etf (EMSF) | 0.2 | $2.2M | -12% | 51k | 42.50 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.1M | +5% | 8.7k | 242.99 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.1M | +317% | 17k | 124.17 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $2.1M | 1.0k | 1989.57 |
|
|
| Travelers Companies (TRV) | 0.2 | $2.0M | 6.0k | 330.13 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.8M | +21% | 33k | 55.93 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.8M | 63k | 28.96 |
|
|
| Linde SHS (LIN) | 0.2 | $1.8M | -35% | 3.5k | 518.96 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $1.7M | -4% | 37k | 45.12 |
|
| Pfizer (PFE) | 0.2 | $1.6M | -2% | 66k | 24.08 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.6M | +839% | 5.1k | 301.73 |
|
| Ge Vernova (GEV) | 0.2 | $1.5M | -3% | 1.3k | 1174.87 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.5M | -2% | 4.4k | 341.02 |
|
| Goldman Sachs (GS) | 0.2 | $1.5M | -4% | 1.5k | 1011.48 |
|
| Synopsys (SNPS) | 0.2 | $1.5M | +29% | 3.3k | 446.07 |
|
| Sterling Construction Company (STRL) | 0.2 | $1.5M | 1.8k | 839.36 |
|
|
| American Express Company (AXP) | 0.2 | $1.4M | -4% | 4.1k | 338.24 |
|
| Home Depot (HD) | 0.2 | $1.4M | -12% | 3.8k | 352.64 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -4% | 5.3k | 253.95 |
|
| Walt Disney Company (DIS) | 0.1 | $1.3M | 14k | 96.25 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.3M | -3% | 5.8k | 226.97 |
|
| Pepsi (PEP) | 0.1 | $1.3M | -33% | 9.8k | 135.40 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.3M | 9.1k | 144.61 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | 2.5k | 513.55 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.3M | 4.7k | 272.02 |
|
|
| Corsair Gaming (CRSR) | 0.1 | $1.3M | NEW | 132k | 9.67 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -2% | 11k | 113.26 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +4% | 1.3k | 935.48 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | 5.1k | 242.43 |
|
|
| TJX Companies (TJX) | 0.1 | $1.2M | -6% | 7.9k | 151.50 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | -6% | 8.1k | 146.55 |
|
| Netflix (NFLX) | 0.1 | $1.2M | 16k | 71.40 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +11% | 3.2k | 368.33 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 8.5k | 136.72 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | +3% | 13k | 90.74 |
|
| Lumen Technologies (LUMN) | 0.1 | $1.1M | +8% | 147k | 7.68 |
|
| Tesla Motors (TSLA) | 0.1 | $1.1M | -2% | 2.7k | 420.55 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | 8.0k | 139.97 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.1M | 3.3k | 343.91 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -8% | 3.6k | 303.09 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | 9.1k | 117.45 |
|
|
| Quanta Services (PWR) | 0.1 | $1.1M | -7% | 1.5k | 720.04 |
|
| Wabtec Corporation (WAB) | 0.1 | $1.1M | 3.9k | 269.60 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.0M | -27% | 4.8k | 209.06 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $1.0M | -6% | 37k | 27.21 |
|
| Dover Corporation (DOV) | 0.1 | $986k | -3% | 4.4k | 224.28 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $984k | -6% | 2.7k | 365.63 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $977k | -8% | 12k | 79.43 |
|
| Icici Bank Adr (IBN) | 0.1 | $974k | +5% | 34k | 29.03 |
|
| International Business Machines (IBM) | 0.1 | $973k | 3.5k | 281.20 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $951k | 38k | 25.06 |
|
|
| UnitedHealth (UNH) | 0.1 | $942k | -4% | 2.3k | 415.59 |
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| Amgen (AMGN) | 0.1 | $941k | -4% | 2.6k | 362.12 |
|
| Western Digital (WDC) | 0.1 | $917k | -2% | 1.4k | 638.75 |
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| Qualcomm (QCOM) | 0.1 | $907k | -10% | 4.9k | 184.78 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $900k | 2.2k | 409.50 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $895k | +32% | 7.6k | 117.45 |
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| PNC Financial Services (PNC) | 0.1 | $872k | 3.5k | 246.19 |
|
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $868k | +19% | 8.3k | 104.96 |
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| Bristol Myers Squibb (BMY) | 0.1 | $843k | +9% | 15k | 57.62 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $816k | -3% | 16k | 50.39 |
|
| Us Bancorp Com New (USB) | 0.1 | $813k | -4% | 14k | 60.40 |
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| Philip Morris International (PM) | 0.1 | $801k | 4.4k | 180.91 |
|
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| Verizon Communications (VZ) | 0.1 | $797k | +2% | 19k | 42.34 |
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| Booking Holdings (BKNG) | 0.1 | $796k | +2155% | 4.5k | 178.25 |
|
| Chevron Corporation (CVX) | 0.1 | $795k | -3% | 4.8k | 165.78 |
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| Arista Networks Com Shs (ANET) | 0.1 | $793k | -4% | 4.7k | 169.89 |
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| Gilead Sciences (GILD) | 0.1 | $793k | 6.3k | 126.35 |
|
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| Automatic Data Processing (ADP) | 0.1 | $758k | +4% | 3.4k | 223.96 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $754k | +66% | 26k | 29.43 |
|
| Keysight Technologies (KEYS) | 0.1 | $750k | -5% | 2.1k | 350.07 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $744k | -10% | 85k | 8.78 |
|
| Ball Corporation (BALL) | 0.1 | $744k | -7% | 12k | 62.40 |
|
| Allstate Corporation (ALL) | 0.1 | $729k | +9% | 3.1k | 237.91 |
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| Cme (CME) | 0.1 | $718k | 3.2k | 220.83 |
|
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| salesforce (CRM) | 0.1 | $714k | +4% | 4.6k | 156.67 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $710k | +5% | 7.0k | 101.65 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $704k | 23k | 30.17 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $693k | -8% | 7.2k | 96.12 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $689k | 12k | 56.22 |
|
|
| W.W. Grainger (GWW) | 0.1 | $689k | 506.00 | 1360.88 |
|
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| Agilent Technologies Inc C ommon (A) | 0.1 | $686k | 5.2k | 132.82 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $679k | +19% | 4.6k | 146.12 |
|
| American Water Works (AWK) | 0.1 | $675k | +2% | 5.1k | 131.58 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $672k | 956.00 | 703.34 |
|
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| Progressive Corporation (PGR) | 0.1 | $671k | +25% | 3.1k | 218.42 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $668k | +5% | 12k | 57.40 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $654k | -12% | 4.2k | 154.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $652k | +5% | 5.5k | 117.68 |
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| SYSCO Corporation (SYY) | 0.1 | $649k | +9% | 7.8k | 83.59 |
|
| At&t (T) | 0.1 | $634k | -4% | 31k | 20.70 |
|
| Lowe's Companies (LOW) | 0.1 | $629k | -25% | 2.9k | 220.52 |
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| Prologis (PLD) | 0.1 | $627k | -4% | 4.6k | 135.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $625k | -10% | 4.0k | 158.03 |
|
| S&p Global (SPGI) | 0.1 | $624k | -3% | 1.5k | 407.29 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $623k | +33% | 14k | 44.26 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $623k | 1.2k | 501.38 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $621k | -7% | 17k | 36.76 |
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| Uber Technologies (UBER) | 0.1 | $616k | +3% | 8.5k | 72.16 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $611k | -10% | 19k | 31.71 |
|
| Servicenow (NOW) | 0.1 | $606k | +5% | 6.1k | 99.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $600k | -4% | 4.0k | 148.32 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $599k | -16% | 785.00 | 763.14 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $594k | -2% | 1.8k | 334.83 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $593k | 2.4k | 246.21 |
|
|
| Paccar (PCAR) | 0.1 | $589k | -3% | 4.9k | 120.12 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $583k | +500% | 6.8k | 86.15 |
|
| Hca Holdings (HCA) | 0.1 | $571k | -2% | 1.5k | 389.91 |
|
| Marvell Technology (MRVL) | 0.1 | $571k | NEW | 1.9k | 297.91 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $556k | -35% | 1.5k | 373.54 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $549k | +7% | 11k | 49.82 |
|
| Corning Incorporated (GLW) | 0.1 | $545k | -8% | 2.1k | 255.39 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $534k | 5.6k | 95.10 |
|
|
| Biogen Idec (BIIB) | 0.1 | $532k | +18% | 2.5k | 216.06 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $526k | +11% | 16k | 32.16 |
|
| Live Nation Entertainment (LYV) | 0.1 | $523k | +2% | 2.9k | 183.11 |
|
| Intuit (INTU) | 0.1 | $522k | +10% | 2.0k | 260.94 |
|
| Capital One Financial (COF) | 0.1 | $522k | -7% | 2.6k | 200.65 |
|
| Chubb (CB) | 0.1 | $521k | -34% | 1.5k | 340.63 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $512k | -22% | 2.2k | 236.62 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $508k | -7% | 9.7k | 52.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $508k | 2.4k | 212.81 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $507k | +13% | 2.8k | 179.58 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $503k | +40% | 5.5k | 92.27 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $502k | -4% | 25k | 20.06 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $499k | 3.3k | 152.20 |
|
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| Equinix (EQIX) | 0.1 | $498k | -2% | 478.00 | 1042.52 |
|
| Deere & Company (DE) | 0.1 | $495k | +3% | 781.00 | 634.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $493k | 1.3k | 373.75 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $492k | 7.6k | 64.50 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $481k | +228% | 6.0k | 80.57 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $455k | +16% | 14k | 32.73 |
|
| Valmont Industries (VMI) | 0.0 | $433k | 750.00 | 577.60 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $433k | +25% | 12k | 36.13 |
|
| Stryker Corporation (SYK) | 0.0 | $425k | -20% | 1.4k | 314.84 |
|
| Cadence Design Systems (CDNS) | 0.0 | $423k | -4% | 1.1k | 375.32 |
|
| RPM International (RPM) | 0.0 | $423k | +19% | 3.8k | 111.15 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $419k | 2.8k | 150.13 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $413k | +9% | 3.8k | 109.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $413k | -8% | 1.0k | 397.49 |
|
| Xylem (XYL) | 0.0 | $407k | -14% | 3.4k | 118.21 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $407k | -6% | 2.6k | 156.71 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $405k | +700% | 3.4k | 119.52 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $398k | -21% | 177k | 2.25 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $397k | 2.9k | 134.69 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $397k | 11k | 36.26 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $396k | -13% | 778.00 | 509.46 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $394k | NEW | 1.4k | 276.17 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $394k | -3% | 2.3k | 173.82 |
|
| Cintas Corporation (CTAS) | 0.0 | $390k | -12% | 2.3k | 170.09 |
|
| Realty Income (O) | 0.0 | $389k | 6.3k | 61.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $388k | 2.0k | 189.76 |
|
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $386k | -11% | 7.0k | 55.49 |
|
| F.N.B. Corporation (FNB) | 0.0 | $385k | 20k | 19.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $384k | -2% | 1.4k | 270.52 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $383k | -35% | 397.00 | 965.33 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $380k | NEW | 727.00 | 522.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $377k | +16% | 605.00 | 623.56 |
|
| Cummins (CMI) | 0.0 | $377k | 528.00 | 713.44 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $368k | NEW | 3.9k | 95.14 |
|
| Ventas (VTR) | 0.0 | $364k | +65% | 4.1k | 88.80 |
|
| State Street Corporation (STT) | 0.0 | $363k | +11% | 2.1k | 169.59 |
|
| eBay (EBAY) | 0.0 | $362k | +3% | 3.2k | 111.77 |
|
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.0 | $362k | 4.8k | 76.13 |
|
|
| American Centy Etf Tr Avan Emer Ex Etf (AVXC) | 0.0 | $358k | 4.2k | 85.65 |
|
|
| Altria (MO) | 0.0 | $354k | 4.9k | 71.96 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $353k | -6% | 1.5k | 237.36 |
|
| Hubbell (HUBB) | 0.0 | $352k | -6% | 672.00 | 523.20 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $348k | -26% | 26k | 13.16 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $346k | 6.5k | 53.17 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $346k | -34% | 59k | 5.83 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $340k | +4% | 1.4k | 249.98 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $335k | NEW | 3.0k | 112.32 |
|
| Corteva (CTVA) | 0.0 | $331k | +8% | 3.9k | 84.70 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $330k | 14k | 23.58 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $329k | 773.00 | 426.18 |
|
|
| Medtronic SHS (MDT) | 0.0 | $329k | NEW | 4.2k | 78.23 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $328k | 1.4k | 233.14 |
|
|
| MercadoLibre (MELI) | 0.0 | $326k | -12% | 192.00 | 1697.39 |
|
| Snap-on Incorporated (SNA) | 0.0 | $325k | -7% | 807.00 | 402.40 |
|
| Republic Services (RSG) | 0.0 | $323k | +21% | 1.5k | 213.11 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $322k | +17% | 2.5k | 128.14 |
|
| Smucker J M Com New (SJM) | 0.0 | $322k | -13% | 2.9k | 112.50 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $319k | -5% | 3.5k | 91.69 |
|
| CBOE Holdings (CBOE) | 0.0 | $319k | +15% | 1.3k | 242.70 |
|
| Halliburton Company (HAL) | 0.0 | $314k | -2% | 9.3k | 33.95 |
|
| United Rentals (URI) | 0.0 | $314k | -5% | 277.00 | 1132.89 |
|
| Nextera Energy (NEE) | 0.0 | $312k | 3.6k | 87.76 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $305k | +7% | 2.4k | 124.44 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $303k | 5.4k | 56.33 |
|
|
| Edison International (EIX) | 0.0 | $302k | NEW | 4.1k | 74.45 |
|
| Fifth Third Ban (FITB) | 0.0 | $301k | NEW | 5.3k | 56.38 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $301k | 724.00 | 415.30 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $297k | +17% | 19k | 16.03 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $297k | NEW | 1.1k | 281.03 |
|
| Honeywell International (HON) | 0.0 | $292k | NEW | 1.3k | 223.98 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $292k | 5.4k | 53.61 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $292k | -2% | 1.7k | 167.76 |
|
| Fortinet (FTNT) | 0.0 | $289k | NEW | 1.9k | 153.58 |
|
| Honeywell Aerospace (HONA) | 0.0 | $288k | NEW | 1.3k | 221.08 |
|
| Wells Fargo & Company (WFC) | 0.0 | $284k | -2% | 3.4k | 82.65 |
|
| Becton, Dickinson and (BDX) | 0.0 | $284k | -9% | 1.9k | 151.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $281k | -13% | 3.8k | 74.89 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $281k | +69% | 72k | 3.89 |
|
| McDonald's Corporation (MCD) | 0.0 | $279k | -2% | 1.0k | 270.19 |
|
| Bank of America Corporation (BAC) | 0.0 | $279k | -3% | 4.9k | 56.98 |
|
| Autodesk (ADSK) | 0.0 | $277k | -6% | 1.4k | 194.42 |
|
| Moody's Corporation (MCO) | 0.0 | $277k | 612.00 | 452.65 |
|
|
| Columbia Banking System (COLB) | 0.0 | $275k | 8.6k | 32.05 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $274k | -20% | 6.4k | 42.66 |
|
| AFLAC Incorporated (AFL) | 0.0 | $271k | +19% | 2.3k | 117.25 |
|
| Doordash Cl A (DASH) | 0.0 | $270k | NEW | 1.5k | 184.53 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $263k | -29% | 797.00 | 330.46 |
|
| Prudential Financial (PRU) | 0.0 | $263k | +6% | 2.4k | 107.93 |
|
| Pentair SHS (PNR) | 0.0 | $261k | -12% | 3.4k | 76.66 |
|
| Simon Property (SPG) | 0.0 | $261k | -39% | 1.2k | 223.65 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $260k | 609.00 | 426.40 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $256k | 3.4k | 74.53 |
|
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $255k | 771.00 | 331.24 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $253k | +9% | 1.8k | 143.12 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $252k | +17% | 2.2k | 114.21 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $251k | NEW | 1.2k | 211.97 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $247k | -26% | 5.8k | 42.68 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $247k | +12% | 61k | 4.04 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $246k | NEW | 2.5k | 100.08 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $246k | NEW | 825.00 | 298.22 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $243k | +12% | 3.8k | 63.25 |
|
| Intercontinental Exchange (ICE) | 0.0 | $242k | +2% | 2.0k | 123.13 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $240k | NEW | 1.7k | 139.09 |
|
| General Dynamics Corporation (GD) | 0.0 | $235k | 664.00 | 354.24 |
|
|
| MetLife (MET) | 0.0 | $235k | NEW | 2.8k | 84.60 |
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.0 | $234k | NEW | 4.7k | 49.89 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $232k | -18% | 4.4k | 52.88 |
|
| Hershey Company (HSY) | 0.0 | $231k | +15% | 1.3k | 175.45 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $230k | -3% | 5.6k | 41.25 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $229k | 722.00 | 317.56 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $229k | NEW | 1.6k | 145.79 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $229k | -89% | 1.5k | 157.03 |
|
| Credicorp (BAP) | 0.0 | $226k | -5% | 581.00 | 389.58 |
|
| Danaher Corporation (DHR) | 0.0 | $225k | +5% | 1.2k | 190.48 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $224k | -11% | 8.6k | 25.99 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $222k | NEW | 2.2k | 102.30 |
|
| Phillips 66 (PSX) | 0.0 | $221k | 1.3k | 169.09 |
|
|
| CSX Corporation (CSX) | 0.0 | $219k | NEW | 4.6k | 47.53 |
|
| Paychex (PAYX) | 0.0 | $219k | -12% | 2.2k | 98.34 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $218k | NEW | 1.3k | 164.27 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $217k | -14% | 1.1k | 201.68 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $215k | -7% | 897.00 | 239.12 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $211k | NEW | 1.7k | 124.40 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $210k | NEW | 3.8k | 54.69 |
|
| Carrier Global Corporation (CARR) | 0.0 | $210k | -24% | 2.9k | 73.35 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $210k | -18% | 4.0k | 53.11 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $210k | NEW | 855.00 | 245.28 |
|
| Trane Technologies SHS (TT) | 0.0 | $209k | NEW | 426.00 | 491.30 |
|
| Banco De Chile Sponsored Ads (BCH) | 0.0 | $206k | NEW | 5.2k | 39.76 |
|
| American Tower Reit (AMT) | 0.0 | $206k | NEW | 1.3k | 163.57 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $206k | NEW | 4.6k | 45.11 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $205k | NEW | 1.1k | 188.34 |
|
| Starbucks Corporation (SBUX) | 0.0 | $204k | NEW | 2.0k | 102.19 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $201k | -30% | 19k | 10.49 |
|
| Sempra Energy (SRE) | 0.0 | $201k | -10% | 2.2k | 92.70 |
|
| Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.0 | $194k | NEW | 17k | 11.65 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $184k | 11k | 17.28 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $171k | +930% | 12k | 14.13 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $156k | -8% | 12k | 13.28 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $134k | -22% | 43k | 3.14 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $131k | 400k | 0.33 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $128k | 11k | 12.03 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $63k | +23% | 17k | 3.77 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $31k | +23% | 15k | 2.10 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2026 Q2 filed July 15, 2026
- BSW Wealth Partners 2026 Q1 filed April 14, 2026
- 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