CIK 1512601
BSW Wealth Partners
Institutional 13F holdings & portfolio
Holdings
322
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| V | VISA INC | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| KO | COCA COLA CO | 31K | $1M+ | SH |
| EEM | ISHARES TR | 39K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| MRK | MERCK & CO INC | 19K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 6K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 64K | $1M+ | SH |
| DIS | DISNEY WALT CO | 14K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| ABT | ABBOTT LABS | 12K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| EMSF | MATTHEWS INTL FDS | 52K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| PFE | PFIZER INC | 58K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| ESML | ISHARES TR | 30K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 11K | $1M+ | SH |
| TJX | TJX COS INC NEW | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 153K | $1M+ | SH |
| WELL | WELLTOWER INC | 6K | $1M+ | SH |
| INTC | INTEL CORP | 32K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 2K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| IWD | ISHARES TR | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 9K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 192 | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $1M+ | SH |