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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 14 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HONEYWELL AEROSPACE INC 1,302.0 $288K 0.03% NEW $221.08
262 WFC WELLS FARGO & CO Financial Services 3,438.0 $284K 0.03% -85.0 -2.4% $82.65 +5.7%
263 BDX BECTON DICKINSON & CO Healthcare 1,874.0 $284K 0.03% -204.0 -9.8% $151.33 +19.5%
264 SPLV INVESCO EXCH TRADED FD TR II 3,755.0 $281K 0.03% -602.0 -13.8% $74.89 +1.5%
265 LPL LG DISPLAY CO LTD Technology 72,262.0 $281K 0.03% +30K +69.3% $3.89 -15.2%
266 MCD MCDONALDS CORP Consumer Cyclical 1,034.0 $279K 0.03% -26.0 -2.5% $270.19 -1.2%
267 BAC BANK OF AMER CORP Financial Services 4,899.0 $279K 0.03% -193.0 -3.8% $56.98 +12.7%
268 ADSK AUTODESK INC Technology 1,425.0 $277K 0.03% -92.0 -6.1% $194.42 +26.9%
269 MCO MOODYS CORP Financial Services 612.0 $277K 0.03% +11.0 +1.8% $452.65 +7.3%
270 COLB COLUMBIA BKG SYS INC Financial Services 8,570.0 $275K 0.03% $32.05 +0.3%
271 SNY SANOFI SA Healthcare 6,431.0 $274K 0.03% -2K -20.9% $42.66 +5.4%
272 AFL AFLAC INC Financial Services 2,308.0 $271K 0.03% +378.0 +19.6% $117.25 +3.8%
273 DASH DOORDASH INC Communication Services 1,462.0 $270K 0.03% NEW $184.53 +17.2%
274 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 797.0 $263K 0.03% -333.0 -29.5% $330.46 -0.8%
275 PRU PRUDENTIAL FINL INC Financial Services 2,436.0 $263K 0.03% +148.0 +6.5% $107.93 +15.4%
276 PNR PENTAIR PLC Industrials 3,408.0 $261K 0.03% -473.0 -12.2% $76.66 -17.1%
277 SPG SIMON PPTY GROUP INC NEW Real Estate 1,167.0 $261K 0.03% -748.0 -39.1% $223.65 -1.4%
278 IWV ISHARES TR 609.0 $260K 0.03% $426.40 +2.5%
279 AIG AMERICAN INTL GROUP INC Financial Services 3,441.0 $256K 0.03% +56.0 +1.6% $74.53 +2.1%
280 VTHR VANGUARD SCOTTSDALE FDS 771.0 $255K 0.03% $331.24 +2.4%
Page 14 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%