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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $833M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 322 New
Page 4 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRV TRAVELERS COMPANIES INC Financial Services 6,239.0 $1.8M 0.22% NEW $290.06 +5.8%
62 AMD ADVANCED MICRO DEVICES INC Technology 8,308.0 $1.8M 0.21% NEW $214.17 +109.9%
63 SCHB SCHWAB STRATEGIC TR 63,593.0 $1.7M 0.20% NEW $26.23 +9.0%
64 DIS DISNEY WALT CO Communication Services 14,424.0 $1.6M 0.20% NEW $113.77 -9.0%
65 AXP AMERICAN EXPRESS CO Financial Services 4,282.0 $1.6M 0.19% NEW $369.93 -16.3%
66 ORCL ORACLE CORP Technology 7,981.0 $1.6M 0.19% NEW $194.92 -2.6%
67 HD HOME DEPOT INC Consumer Cyclical 4,425.0 $1.5M 0.18% NEW $344.06 -8.8%
68 ABT ABBOTT LABS Healthcare 12,116.0 $1.5M 0.18% NEW $125.29 -29.9%
69 MA MASTERCARD INCORPORATED Financial Services 2,626.0 $1.5M 0.18% NEW $570.88 -12.5%
70 EMSF MATTHEWS INTL FDS 52,158.0 $1.5M 0.18% NEW $28.36 +36.9%
71 VBR VANGUARD INDEX FDS 6,860.0 $1.5M 0.17% NEW $211.79 +9.0%
72 GLD SPDR GOLD TR Financial Services 3,646.0 $1.4M 0.17% NEW $396.31 +5.2%
73 PFE PFIZER INC Healthcare 57,755.0 $1.4M 0.17% NEW $24.90 +4.2%
74 NFLX NETFLIX INC Communication Services 14,921.0 $1.4M 0.17% NEW $93.76 -4.8%
75 ESML ISHARES TR 30,091.0 $1.4M 0.17% NEW $45.98 +12.8%
76 CAT CATERPILLAR INC Industrials 2,413.0 $1.4M 0.17% NEW $572.78 +51.2%
77 GILD GILEAD SCIENCES INC Healthcare 10,854.0 $1.3M 0.16% NEW $122.74 +6.3%
78 TJX TJX COS INC NEW Consumer Cyclical 8,644.0 $1.3M 0.16% NEW $153.61 +3.6%
79 GS GOLDMAN SACHS GROUP INC Financial Services 1,496.0 $1.3M 0.16% NEW $879.08 +12.4%
80 WMT WALMART INC Consumer Defensive 11,461.0 $1.3M 0.15% NEW $111.41 +17.4%
Page 4 of 17  ·  322 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 35.7%
Financial Services 27.1%
Communication Services 9.2%
Healthcare 8.2%
Industrials 5.7%
Consumer Cyclical 4.9%
Consumer Defensive 4.7%
Real Estate 1.3%
Energy 1.2%
Basic Materials 1.2%