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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $819M AUM 312 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 114 Added 120 Reduced 36 Exited
Page 8 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KB KB FINL GROUP INC Financial Services 6,903.0 $688K 0.08% +2K +51.0% $99.73 +5.2%
142 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,020.0 $683K 0.08% +875.0 +21.1% $136.09 -9.0%
143 IEI ISHARES TR 5,740.0 $681K 0.08% +155.0 +2.8% $118.60 -1.2%
144 NAGE NIAGEN BIOSCIENCE INC Healthcare 154,000.0 $679K 0.08% +13K +9.2% $4.41 -14.1%
145 SPGI S&P GLOBAL INC Financial Services 1,590.0 $676K 0.08% -340.0 -17.6% $425.37 -2.0%
146 SCHD SCHWAB STRATEGIC TR 21,627.0 $664K 0.08% +14K +171.1% $30.68 +5.1%
147 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,225.0 $655K 0.08% -498.0 -13.4% $203.17 +8.3%
148 VYM VANGUARD WHITEHALL FDS 4,415.0 $654K 0.08% +1K +35.3% $148.10 +6.2%
149 PLD PROLOGIS INC. Real Estate 4,866.0 $643K 0.08% +307.0 +6.7% $132.17 +9.5%
150 UNH UNITEDHEALTH GROUP INC Healthcare 2,365.0 $640K 0.08% $270.57 +41.7%
151 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,265.0 $640K 0.08% +296.0 +15.0% $282.37 +19.5%
152 NOW SERVICENOW INC Technology 5,788.0 $605K 0.07% +2K +36.6% $104.55 -4.6%
153 BX BLACKSTONE INC Financial Services 5,248.0 $604K 0.07% -770.0 -12.8% $115.00 +3.1%
154 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,225.0 $602K 0.07% -307.0 -20.0% $491.54 -8.1%
155 VIG VANGUARD SPECIALIZED FUNDS 2,797.0 $601K 0.07% -142.0 -4.8% $215.02 +7.5%
156 ANET ARISTA NETWORKS INC Technology 4,893.0 $601K 0.07% -105.0 -2.1% $122.79 +21.0%
157 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 960.0 $592K 0.07% $616.76 +7.9%
158 UBER UBER TECHNOLOGIES INC Technology 8,226.0 $592K 0.07% -2K -18.1% $71.93 +3.7%
159 HON HONEYWELL INTL INC Industrials 2,616.0 $591K 0.07% +21.0 +0.8% $226.04 -1.0%
160 PCAR PACCAR INC Industrials 5,064.0 $585K 0.07% +370.0 +7.9% $115.50 -5.3%
Page 8 of 16  ·  312 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 34.7%
Financial Services 27.0%
Communication Services 8.6%
Healthcare 7.8%
Industrials 5.9%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Real Estate 1.7%
Energy 1.7%
Basic Materials 1.5%