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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 12 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LIBERTY MEDIA CORP DEL 3,871.0 $368K 0.04% NEW $95.14
222 VTR VENTAS INC Real Estate 4,100.0 $364K 0.04% +2K +65.9% $88.80 +2.7%
223 STT STATE STR CORP Financial Services 2,141.0 $363K 0.04% +223.0 +11.6% $169.59 +13.1%
224 EBAY EBAY INC. Consumer Cyclical 3,240.0 $362K 0.04% +108.0 +3.5% $111.77 -8.5%
225 CVMC MORGAN STANLEY ETF TRUST 4,754.0 $362K 0.04% -86.0 -1.8% $76.13 +1.9%
226 AVXC AMERICAN CENTY ETF TR 4,175.0 $358K 0.04% -25.0 -0.6% $85.65 -6.8%
227 MO ALTRIA GROUP INC Consumer Defensive 4,916.0 $354K 0.04% -32.0 -0.7% $71.96 -9.4%
228 FERG FERGUSON ENTERPRISES INC Industrials 1,486.0 $353K 0.04% -105.0 -6.6% $237.36 +3.0%
229 HUBB HUBBELL INC Industrials 672.0 $352K 0.04% -44.0 -6.2% $523.20 -7.5%
230 VIV TELEFONICA BRASIL SA Communication Services 26,449.0 $348K 0.04% -10K -26.7% $13.16 -14.2%
231 IGIB ISHARES TR 6,500.0 $346K 0.04% $53.17 -1.9%
232 LYG LLOYDS BANKING GROUP PLC Financial Services 59,279.0 $346K 0.04% -31K -34.5% $5.83 +3.9%
233 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,360.0 $340K 0.04% +54.0 +4.1% $249.98 -3.0%
234 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,984.0 $335K 0.04% NEW $112.32 +18.1%
235 CTVA CORTEVA INC Basic Materials 3,912.0 $331K 0.04% +300.0 +8.3% $84.70 -8.0%
236 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 13,993.0 $330K 0.04% -182.0 -1.3% $23.58 +9.5%
237 ETN EATON CORP PLC Industrials 773.0 $329K 0.04% +9.0 +1.2% $426.18 +1.2%
238 MDT MEDTRONIC PLC Healthcare 4,203.0 $329K 0.04% NEW $78.23 +17.7%
239 ESGG FLEXSHARES TR 1,407.0 $328K 0.04% $233.14 +3.5%
240 MELI MERCADOLIBRE INC Consumer Cyclical 192.0 $326K 0.04% -28.0 -12.7% $1697.39 +4.8%
Page 12 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%