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 101–150 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| QCOM | QUALCOMM INC | 6K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| C | CITIGROUP INC | 8K | $500K+ | SH |
| T | AT&T INC | 38K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| BX | BLACKSTONE INC | 6K | $500K+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 39K | $500K+ | SH |
| CIB | GRUPO CIBEST SA | 14K | $500K+ | SH |
| NAGE | NIAGEN BIOSCIENCE INC | 141K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| DOV | DOVER CORP | 4K | $500K+ | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 54K | $500K+ | SH |
| WAB | WABTEC | 4K | $500K+ | SH |
| IBN | ICICI BANK LIMITED | 28K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 10K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 19K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 23K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| A | AGILENT TECHNOLOGIES INC | 6K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 8K | $500K+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 11K | $500K+ | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 16K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 16K | $500K+ | SH |
| NMR | NOMURA HLDGS INC | 86K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| KLAC | KLA CORP | 574 | $500K+ | SH |
| BNL | BROADSTONE NET LEASE INC | 40K | $500K+ | SH |
| WIT | WIPRO LTD | 244K | $500K+ | SH |
| MEAR | ISHARES U S ETF TR | 14K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| BALL | BALL CORP | 13K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 6K | $500K+ | SH |
| RS | RELIANCE INC | 2K | $500K+ | SH |
| IEI | ISHARES TR | 6K | $500K+ | SH |
| WF | WOORI FINL GROUP INC | 11K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 20K | $500K+ | SH |