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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $899M AUM 331 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 92 Added 168 Reduced 15 Exited
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTEB VANGUARD MUN BD FDS 737,502.0 $37.3M 4.15% +108K +17.1% $50.58 -2.1%
2 VGIT VANGUARD SCOTTSDALE FDS 625,686.0 $36.9M 4.10% +70K +12.6% $58.98 -1.0%
3 AVEM AMERICAN CENTY ETF TR 210,863.0 $20.3M 2.26% +4K +2.1% $96.49 -4.5%
4 AOR ISHARES TR 276,966.0 $19.2M 2.14% +25K +10.1% $69.50 +0.3%
5 CRBN ISHARES TR 55,343.0 $14.0M 1.56% +8K +17.4% $252.97 +1.8%
6 GOOGL ALPHABET INC Communication Services 18,466.0 $6.6M 0.73% +588.0 +3.3% $357.36 -4.0%
7 ESGD ISHARES TR 55,813.0 $5.7M 0.64% +387.0 +0.7% $102.81 +3.4%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10,045.0 $4.8M 0.53% +136.0 +1.4% $477.56 -13.4%
9 VT VANGUARD INTL EQUITY INDEX F 22,524.0 $3.5M 0.39% +995.0 +4.6% $156.95 +2.1%
10 QQQ INVESCO QQQ TR Financial Services 4,063.0 $3.0M 0.33% +648.0 +19.0% $736.37 -2.5%
11 V VISA INC Financial Services 6,889.0 $2.4M 0.26% +53.0 +0.8% $343.10 +6.4%
12 VBR VANGUARD INDEX FDS 8,689.0 $2.1M 0.23% +455.0 +5.5% $242.99 +2.3%
13 IWF ISHARES TR 16,806.0 $2.1M 0.23% +13K +317.6% $124.17 -0.8%
14 ASML ASML HLDG NV Technology 1,034.0 $2.1M 0.23% +11.0 +1.1% $1989.57 -10.2%
15 ESML ISHARES TR 32,613.0 $1.8M 0.20% +6K +21.9% $55.93 +0.0%
16 KLAC KLA CORP Technology 5,139.0 $1.6M 0.17% +5K +839.5% $301.73 -35.8%
17 SNPS SYNOPSYS INC Technology 3,329.0 $1.5M 0.17% +757.0 +29.4% $446.07 -9.0%
18 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,340.0 $1.3M 0.14% +61.0 +4.8% $935.48 +3.4%
19 NFLX NETFLIX INC. Communication Services 16,382.0 $1.2M 0.13% +188.0 +1.2% $71.40 +10.2%
20 GLD SPDR GOLD TR Financial Services 3,174.0 $1.2M 0.13% +339.0 +12.0% $368.33 +8.5%
Page 1 of 5  ·  92 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 38.3%
Financial Services 26.2%
Communication Services 8.7%
Healthcare 7.1%
Industrials 6.2%
Consumer Cyclical 4.5%
Consumer Defensive 4.2%
Real Estate 1.4%
Energy 1.2%
Basic Materials 1.1%