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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TIP ISHARES TR 3,774.0 $413K 0.05% +338.0 +9.8% $109.42 -2.2%
62 VGT VANGUARD WORLD FD 3,392.0 $405K 0.04% +3K +700.0% $119.52 +0.2%
63 RTX RTX CORPORATION Industrials 2,042.0 $387K 0.04% +13.0 +0.6% $189.76 +18.8%
64 REGN REGENERON PHARMACEUTICALS Healthcare 605.0 $377K 0.04% +87.0 +16.8% $623.56 +29.9%
65 VTR VENTAS INC Real Estate 4,100.0 $364K 0.04% +2K +65.9% $88.80 +2.7%
66 STT STATE STR CORP Financial Services 2,141.0 $363K 0.04% +223.0 +11.6% $169.59 +13.1%
67 EBAY EBAY INC. Consumer Cyclical 3,240.0 $362K 0.04% +108.0 +3.5% $111.77 -8.5%
68 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,360.0 $340K 0.04% +54.0 +4.1% $249.98 -3.0%
69 CTVA CORTEVA INC Basic Materials 3,912.0 $331K 0.04% +300.0 +8.3% $84.70 -8.0%
70 ETN EATON CORP PLC Industrials 773.0 $329K 0.04% +9.0 +1.2% $426.18 +1.2%
71 RSG REPUBLIC SVCS INC Industrials 1,517.0 $323K 0.04% +266.0 +21.3% $213.11 +1.8%
72 NTES NETEASE COM INC Technology 2,512.0 $322K 0.04% +365.0 +17.0% $128.14 -2.6%
73 CBOE CBOE GLOBAL MKTS INC Financial Services 1,313.0 $319K 0.04% +179.0 +15.8% $242.70 +19.9%
74 ACN ACCENTURE PLC IRELAND Technology 2,447.0 $305K 0.03% +173.0 +7.6% $124.44 +39.0%
75 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 18,552.0 $297K 0.03% +3K +17.2% $16.03 +12.6%
76 LPL LG DISPLAY CO LTD Technology 72,262.0 $281K 0.03% +30K +69.3% $3.89 -15.2%
77 MCO MOODYS CORP Financial Services 612.0 $277K 0.03% +11.0 +1.8% $452.65 +7.3%
78 AFL AFLAC INC Financial Services 2,308.0 $271K 0.03% +378.0 +19.6% $117.25 +3.8%
79 PRU PRUDENTIAL FINL INC Financial Services 2,436.0 $263K 0.03% +148.0 +6.5% $107.93 +15.4%
80 AIG AMERICAN INTL GROUP INC Financial Services 3,441.0 $256K 0.03% +56.0 +1.6% $74.53 +2.1%
Page 4 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%