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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 9 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHD SCHWAB STRATEGIC TR 19,263.0 $611K 0.07% -2K -10.9% $31.71 +8.8%
162 NOW SERVICENOW INC Technology 6,105.0 $606K 0.07% +317.0 +5.5% $99.28 +20.4%
163 IJR ISHARES TR 4,048.0 $600K 0.07% -180.0 -4.3% $148.32 -0.4%
164 CRWD CROWDSTRIKE HLDGS INC Technology 785.0 $599K 0.07% -158.0 -16.8% $190.79 +11.6%
165 VRT VERTIV HOLDINGS CO Industrials 1,773.0 $594K 0.07% -41.0 -2.3% $334.83 -18.6%
166 VXF VANGUARD INDEX FDS 2,410.0 $593K 0.07% $246.21 -0.2%
167 PCAR PACCAR INC Industrials 4,902.0 $589K 0.07% -162.0 -3.2% $120.12 +6.6%
168 VUG VANGUARD INDEX FDS 6,772.0 $583K 0.07% +6K +500.4% $86.15 +2.0%
169 HCA HCA HEALTHCARE INC Healthcare 1,465.0 $571K 0.06% -30.0 -2.0% $389.91 +5.6%
170 MRVL MARVELL TECHNOLOGY INC Technology 1,917.0 $571K 0.06% NEW $297.91 -27.5%
171 RS RELIANCE INC Basic Materials 1,489.0 $556K 0.06% -820.0 -35.5% $373.54 +12.8%
172 TFC TRUIST FINL CORP Financial Services 11,011.0 $549K 0.06% +754.0 +7.3% $49.82 +5.2%
173 GLW CORNING INC Technology 2,133.0 $545K 0.06% -192.0 -8.3% $255.39 -37.4%
174 HSBC HSBC HLDGS PLC Financial Services 5,614.0 $534K 0.06% -79.0 -1.4% $95.10 +8.5%
175 BIIB BIOGEN INC Healthcare 2,462.0 $532K 0.06% +388.0 +18.7% $216.06 -1.6%
176 SKM SK TELECOM CO LTD Communication Services 16,349.0 $526K 0.06% +2K +11.9% $32.16 +19.4%
177 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,854.0 $523K 0.06% +71.0 +2.5% $183.11 -1.8%
178 INTU INTUIT Technology 2,002.0 $522K 0.06% +191.0 +10.6% $260.94 +34.3%
179 COF CAPITAL ONE FINL CORP Financial Services 2,603.0 $522K 0.06% -201.0 -7.2% $200.65 +10.4%
180 CB CHUBB LIMITED Financial Services 1,528.0 $520K 0.06% -792.0 -34.1% $340.63 +1.4%
Page 9 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%