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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 2 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 92,559.0 $10.0M 1.11% -2K -2.2% $107.62 -2.1%
22 VTI VANGUARD INDEX FDS 23,909.0 $8.8M 0.98% -2K -8.5% $370.04 +2.6%
23 ESGV VANGUARD WORLD FD 59,242.0 $7.8M 0.87% -358.0 -0.6% $132.24 +2.7%
24 VOO VANGUARD INDEX FDS 10,737.0 $7.4M 0.82% -244.0 -2.2% $686.82 +2.8%
25 AMZN AMAZON COM INC Consumer Cyclical 27,902.0 $6.7M 0.74% -693.0 -2.4% $238.34 +9.8%
26 GOOGL ALPHABET INC Communication Services 18,466.0 $6.6M 0.73% +588.0 +3.3% $357.36 -4.0%
27 ESGD ISHARES TR 55,813.0 $5.7M 0.64% +387.0 +0.7% $102.81 +3.7%
28 MSFT MICROSOFT CORP Technology 15,173.0 $5.7M 0.63% -430.0 -2.8% $373.01 +29.0%
29 EFA ISHARES TR 51,715.0 $5.4M 0.60% -4K -7.0% $103.88 +3.6%
30 IJH ISHARES TR 69,167.0 $5.3M 0.59% -2K -2.2% $77.11 +0.8%
31 AVGO BROADCOM INC Technology 13,936.0 $5.3M 0.58% -204.0 -1.4% $377.76 +0.3%
32 IWM ISHARES TR 17,315.0 $5.2M 0.58% -1K -7.7% $300.45 +0.4%
33 DELL DELL TECHNOLOGIES INC Technology 12,050.0 $5.2M 0.58% -7K -37.8% $431.47 +8.9%
34 ACWI ISHARES TR 30,930.0 $4.9M 0.54% $156.97 +2.3%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10,045.0 $4.8M 0.53% +136.0 +1.4% $477.56 -13.2%
36 LRCX LAM RESEARCH CORP Technology 10,210.0 $4.4M 0.49% -292.0 -2.8% $433.31 -25.7%
37 MGV VANGUARD WORLD FD 25,462.0 $4.2M 0.46% -9K -25.8% $163.45 +3.1%
38 LLY ELI LILLY & CO Healthcare 3,390.0 $4.1M 0.45% -73.0 -2.1% $1199.56 +1.1%
39 JPM JPMORGAN CHASE & CO Financial Services 11,347.0 $3.7M 0.41% -219.0 -1.9% $327.32 +10.1%
40 NUSC NUSHARES ETF TR 68,509.0 $3.6M 0.40% -12K -14.7% $52.12 +1.0%
Page 2 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%