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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 10 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIG VANGUARD SPECIALIZED FUNDS 2,162.0 $512K 0.06% -635.0 -22.7% $236.62 +3.3%
182 GSK GSK PLC Healthcare 9,689.0 $508K 0.06% -757.0 -7.2% $52.42 -2.4%
183 RSP INVESCO EXCHANGE TRADED FD T 2,385.0 $508K 0.06% +14.0 +0.6% $212.81 +3.3%
184 DLR DIGITAL RLTY TR INC Real Estate 2,823.0 $507K 0.06% +335.0 +13.5% $179.58 +8.7%
185 SCHW SCHWAB CHARLES CORP Financial Services 5,451.0 $503K 0.06% +2K +40.6% $92.27 +21.0%
186 SONY SONY GROUP CORP Technology 25,030.0 $502K 0.06% -1K -4.4% $20.06 +16.8%
187 SDY SPDR SERIES TRUST 3,277.0 $499K 0.06% $152.20 +3.6%
188 EQIX EQUINIX INC Real Estate 478.0 $498K 0.06% -14.0 -2.9% $1042.52 +4.1%
189 DE DEERE & CO Industrials 781.0 $495K 0.06% +28.0 +3.7% $634.17 -7.2%
190 GE GE AEROSPACE Industrials 1,318.0 $493K 0.06% -9.0 -0.7% $373.75 +0.4%
191 RSPT INVESCO EXCHANGE TRADED FD T 7,622.0 $492K 0.06% $64.50 -0.1%
192 VO VANGUARD INDEX FDS 5,967.0 $481K 0.05% +4K +228.4% $80.57 +3.2%
193 KDP KEURIG DR PEPPER INC Consumer Defensive 13,886.0 $454K 0.05% +2K +16.1% $32.73 -5.9%
194 VMI VALMONT INDS INC Industrials 750.0 $433K 0.05% $577.60 -15.6%
195 SCHA SCHWAB STRATEGIC TR 11,990.0 $433K 0.05% +2K +25.6% $36.13 -3.1%
196 SYK STRYKER CORPORATION Healthcare 1,350.0 $425K 0.05% -349.0 -20.5% $314.84 +5.3%
197 CDNS CADENCE DESIGN SYSTEM INC Technology 1,128.0 $423K 0.05% -51.0 -4.3% $375.32 -15.7%
198 RPM RPM INTL INC Basic Materials 3,803.0 $423K 0.05% +613.0 +19.2% $111.15 -0.5%
199 VDE VANGUARD WORLD FD 2,789.0 $419K 0.05% $150.13 +19.4%
200 TIP ISHARES TR 3,774.0 $413K 0.05% +338.0 +9.8% $109.42 -2.2%
Page 10 of 17  ·  331 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%