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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 6 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 3,608.0 $1.1M 0.12% -350.0 -8.8% $303.09 +0.7%
102 CSCO CISCO SYS INC Technology 9,060.0 $1.1M 0.12% +161.0 +1.8% $117.45 -5.2%
103 PWR QUANTA SVCS INC Industrials 1,472.0 $1.1M 0.12% -112.0 -7.1% $720.04 -2.9%
104 WAB WABTEC Industrials 3,923.0 $1.1M 0.12% +50.0 +1.3% $269.60 +9.7%
105 MS MORGAN STANLEY Financial Services 4,798.0 $1.0M 0.11% -2K -27.2% $209.06 +3.4%
106 UMC UNITED MICROELECTRONICS CORP Technology 36,773.0 $1.0M 0.11% -3K -6.4% $27.21 -32.9%
107 DOV DOVER CORP Industrials 4,394.0 $985K 0.11% -173.0 -3.8% $224.28 -9.3%
108 VBK VANGUARD INDEX FDS 2,692.0 $984K 0.11% -179.0 -6.2% $365.63 -1.4%
109 GRUPO CIBEST SA 12,304.0 $977K 0.11% -1K -8.7% $79.43
110 ICICI BANK LIMITED 33,533.0 $973K 0.11% +2K +5.3% $29.03
111 IBM INTERNATIONAL BUSINESS MACHS Technology 3,460.0 $973K 0.11% -38.0 -1.1% $281.20 -17.5%
112 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 37,954.0 $951K 0.11% -548.0 -1.4% $25.06 +14.6%
113 UNH UNITEDHEALTH GROUP INC Healthcare 2,266.0 $942K 0.10% -99.0 -4.2% $415.59 -4.8%
114 AMGN AMGEN INC Healthcare 2,598.0 $941K 0.10% -116.0 -4.3% $362.12 +17.5%
115 WDC WESTERN DIGITAL CORP Technology 1,435.0 $917K 0.10% -31.0 -2.1% $638.75 -21.9%
116 QCOM QUALCOMM INC Technology 4,906.0 $907K 0.10% -552.0 -10.1% $184.78 -13.8%
117 IWB ISHARES TR 2,197.0 $900K 0.10% $409.50 +2.8%
118 IEI ISHARES TR 7,620.0 $895K 0.10% +2K +32.8% $117.45 -0.7%
119 PNC PNC FINL SVCS GROUP INC Financial Services 3,542.0 $872K 0.10% -33.0 -0.9% $246.19 +3.0%
120 KB KB FINL GROUP INC Financial Services 8,265.0 $867K 0.10% +1K +19.7% $104.96 +11.9%
Page 6 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%