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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 3 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VT VANGUARD INTL EQUITY INDEX F 22,524.0 $3.5M 0.39% +995.0 +4.6% $156.95 +2.1%
42 INTC INTEL CORP Technology 25,222.0 $3.5M 0.39% -9K -26.6% $139.63 -31.2%
43 MU MICRON TECHNOLOGY INC Technology 3,017.0 $3.5M 0.39% -146.0 -4.6% $1154.19 -18.4%
44 XVV ISHARES TR 57,656.0 $3.3M 0.36% -5K -8.2% $56.79 +3.3%
45 XLK SELECT SECTOR SPDR TR 16,484.0 $3.1M 0.35% $190.52 -2.8%
46 NULV NUSHARES ETF TR 61,429.0 $3.1M 0.34% -25K -28.9% $49.99 +6.6%
47 AMAT APPLIED MATLS INC Technology 4,222.0 $3.1M 0.34% -151.0 -3.5% $722.98 -30.1%
48 QQQ INVESCO QQQ TR Financial Services 4,063.0 $3.0M 0.33% +648.0 +19.0% $736.37 -2.5%
49 META META PLATFORMS INC Communication Services 5,130.0 $2.9M 0.32% -233.0 -4.3% $563.25 -1.7%
50 AMD ADVANCED MICRO DEVICES INC Technology 4,788.0 $2.8M 0.31% -4K -43.1% $580.97 -17.3%
51 VWO VANGUARD INTL EQUITY INDEX F 45,962.0 $2.7M 0.30% -3K -6.6% $59.69 -0.1%
52 PG PROCTER & GAMBLE CO Consumer Defensive 18,195.0 $2.7M 0.30% -7K -28.0% $146.64 -2.1%
53 ABBV ABBVIE INC Healthcare 10,424.0 $2.6M 0.29% -72.0 -0.7% $251.63 +2.4%
54 SCHF SCHWAB STRATEGIC TR 94,660.0 $2.6M 0.29% -941.0 -1.0% $27.70 +1.4%
55 CAT CATERPILLAR INC Industrials 2,413.0 $2.6M 0.29% -33.0 -1.4% $1064.75 -21.2%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 21,960.0 $2.6M 0.28% $116.67 +47.3%
57 EEM ISHARES TR 37,381.0 $2.6M 0.28% -966.0 -2.5% $68.41 -4.4%
58 KO COCA COLA CO Consumer Defensive 30,724.0 $2.5M 0.28% $81.27 +9.2%
59 BERKSHIRE HATHAWAY INC DEL 4,784.0 $2.4M 0.27% -279.0 -5.5% $500.39
60 V VISA INC Financial Services 6,889.0 $2.4M 0.26% +53.0 +0.8% $343.10 +6.4%
Page 3 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%