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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 8,081.0 $1.2M 0.13% -585.0 -6.8% $146.55 -2.0%
62 XOM EXXON MOBIL CORP Energy 8,504.0 $1.2M 0.13% -151.0 -1.7% $136.72 +20.8%
63 TSLA TESLA INC Consumer Cyclical 2,683.0 $1.1M 0.12% -80.0 -2.9% $420.55 -19.9%
64 VB VANGUARD INDEX FDS 3,608.0 $1.1M 0.12% -350.0 -8.8% $303.09 +0.5%
65 PWR QUANTA SVCS INC Industrials 1,472.0 $1.1M 0.12% -112.0 -7.1% $720.04 -3.5%
66 MS MORGAN STANLEY Financial Services 4,798.0 $1.0M 0.11% -2K -27.2% $209.06 +3.7%
67 UMC UNITED MICROELECTRONICS CORP Technology 36,773.0 $1.0M 0.11% -3K -6.4% $27.21 -32.5%
68 DOV DOVER CORP Industrials 4,394.0 $985K 0.11% -173.0 -3.8% $224.28 -9.2%
69 VBK VANGUARD INDEX FDS 2,692.0 $984K 0.11% -179.0 -6.2% $365.63 -1.7%
70 GRUPO CIBEST SA 12,304.0 $977K 0.11% -1K -8.7% $79.43
71 IBM INTERNATIONAL BUSINESS MACHS Technology 3,460.0 $973K 0.11% -38.0 -1.1% $281.20 -16.7%
72 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 37,954.0 $951K 0.11% -548.0 -1.4% $25.06 +15.0%
73 UNH UNITEDHEALTH GROUP INC Healthcare 2,266.0 $942K 0.10% -99.0 -4.2% $415.59 -4.7%
74 AMGN AMGEN INC Healthcare 2,598.0 $941K 0.10% -116.0 -4.3% $362.12 +17.7%
75 WDC WESTERN DIGITAL CORP Technology 1,435.0 $917K 0.10% -31.0 -2.1% $638.75 -22.0%
76 QCOM QUALCOMM INC Technology 4,906.0 $907K 0.10% -552.0 -10.1% $184.78 -12.9%
77 PNC PNC FINL SVCS GROUP INC Financial Services 3,542.0 $872K 0.10% -33.0 -0.9% $246.19 +3.5%
78 SPDW SPDR INDEX SHS FDS 16,192.0 $816K 0.09% -503.0 -3.0% $50.39 +1.9%
79 USB US BANCORP Financial Services 13,465.0 $813K 0.09% -584.0 -4.2% $60.40 +7.3%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 4,427.0 $801K 0.09% -32.0 -0.7% $180.91 +3.6%
Page 4 of 9  ·  168 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%