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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMUS T-MOBILE US INC Communication Services 1,739.0 $292K 0.03% -49.0 -2.7% $167.76 +8.9%
142 WFC WELLS FARGO & CO Financial Services 3,438.0 $284K 0.03% -85.0 -2.4% $82.65 +5.8%
143 BDX BECTON DICKINSON & CO Healthcare 1,874.0 $284K 0.03% -204.0 -9.8% $151.33 +19.5%
144 SPLV INVESCO EXCH TRADED FD TR II 3,755.0 $281K 0.03% -602.0 -13.8% $74.89 +1.5%
145 MCD MCDONALDS CORP Consumer Cyclical 1,034.0 $279K 0.03% -26.0 -2.5% $270.19 -1.2%
146 BAC BANK OF AMER CORP Financial Services 4,899.0 $279K 0.03% -193.0 -3.8% $56.98 +12.7%
147 ADSK AUTODESK INC Technology 1,425.0 $277K 0.03% -92.0 -6.1% $194.42 +26.9%
148 SNY SANOFI SA Healthcare 6,431.0 $274K 0.03% -2K -20.9% $42.66 +5.4%
149 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 797.0 $263K 0.03% -333.0 -29.5% $330.46 -0.8%
150 PNR PENTAIR PLC Industrials 3,408.0 $261K 0.03% -473.0 -12.2% $76.66 -17.1%
151 SPG SIMON PPTY GROUP INC NEW Real Estate 1,167.0 $261K 0.03% -748.0 -39.1% $223.65 -1.4%
152 BSX BOSTON SCIENTIFIC CORP Healthcare 5,794.0 $247K 0.03% -2K -26.4% $42.68 +18.3%
153 XCEM COLUMBIA ETF TR II 4,379.0 $232K 0.03% -1K -18.8% $52.88 -6.3%
154 DFAI DIMENSIONAL ETF TRUST 5,578.0 $230K 0.03% -196.0 -3.4% $41.25 +4.0%
155 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 722.0 $229K 0.03% -9.0 -1.2% $317.56 -5.5%
156 DOCN DIGITALOCEAN HLDGS INC Technology 1,456.0 $229K 0.03% -12K -89.6% $157.03 -20.2%
157 BAP CREDICORP LTD Financial Services 581.0 $226K 0.03% -34.0 -5.5% $389.58 -5.4%
158 AMERICA MOVIL SAB DE CV 8,633.0 $224K 0.03% -1K -11.8% $25.99
159 PSX PHILLIPS 66 Energy 1,304.0 $220K 0.03% -8.0 -0.6% $169.09 +44.0%
160 PAYX PAYCHEX INC Industrials 2,223.0 $219K 0.02% -331.0 -13.0% $98.34 +22.0%
Page 8 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%