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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 5,539.0 $652K 0.07% +291.0 +5.5% $117.68 +19.5%
42 SYY SYSCO CORP Consumer Defensive 7,765.0 $649K 0.07% +647.0 +9.1% $83.59 -1.9%
43 CHT CHUNGHWA TELECOM CO LTD Communication Services 14,085.0 $623K 0.07% +4K +33.3% $44.26 -3.1%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,242.0 $623K 0.07% +17.0 +1.4% $501.38 +17.5%
45 UBER UBER TECHNOLOGIES INC Technology 8,533.0 $616K 0.07% +307.0 +3.7% $72.16 +3.5%
46 NOW SERVICENOW INC Technology 6,105.0 $606K 0.07% +317.0 +5.5% $99.28 +20.4%
47 VUG VANGUARD INDEX FDS 6,772.0 $583K 0.07% +6K +500.4% $86.15 +2.0%
48 TFC TRUIST FINL CORP Financial Services 11,011.0 $549K 0.06% +754.0 +7.3% $49.82 +5.2%
49 BIIB BIOGEN INC Healthcare 2,462.0 $532K 0.06% +388.0 +18.7% $216.06 -1.6%
50 SKM SK TELECOM CO LTD Communication Services 16,349.0 $526K 0.06% +2K +11.9% $32.16 +19.4%
51 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,854.0 $523K 0.06% +71.0 +2.5% $183.11 -1.8%
52 INTU INTUIT Technology 2,002.0 $522K 0.06% +191.0 +10.6% $260.94 +34.3%
53 RSP INVESCO EXCHANGE TRADED FD T 2,385.0 $508K 0.06% +14.0 +0.6% $212.81 +3.3%
54 DLR DIGITAL RLTY TR INC Real Estate 2,823.0 $507K 0.06% +335.0 +13.5% $179.58 +8.7%
55 SCHW SCHWAB CHARLES CORP Financial Services 5,451.0 $503K 0.06% +2K +40.6% $92.27 +21.0%
56 DE DEERE & CO Industrials 781.0 $495K 0.06% +28.0 +3.7% $634.17 -7.2%
57 VO VANGUARD INDEX FDS 5,967.0 $481K 0.05% +4K +228.4% $80.57 +3.2%
58 KDP KEURIG DR PEPPER INC Consumer Defensive 13,886.0 $454K 0.05% +2K +16.1% $32.73 -5.9%
59 SCHA SCHWAB STRATEGIC TR 11,990.0 $433K 0.05% +2K +25.6% $36.13 -3.1%
60 RPM RPM INTL INC Basic Materials 3,803.0 $423K 0.05% +613.0 +19.2% $111.15 -0.5%
Page 3 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%