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 151–200 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NOW | SERVICENOW INC | 4K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| INFY | INFOSYS LTD | 36K | $500K+ | SH |
| SONY | SONY GROUP CORP | 24K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| PLD | PROLOGIS INC. | 5K | $500K+ | SH |
| GWW | WW GRAINGER INC | 575 | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 960 | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| USB | US BANCORP DEL | 11K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 3K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 726 | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| GSK | GSK PLC | 11K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 4K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 2K | $500K+ | SH |
| HSBC | HSBC HLDGS PLC | 7K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IWB | ISHARES TR | 1K | $500K+ | SH |
| PCAR | PACCAR INC | 5K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 6K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 6K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 10K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| DASH | DOORDASH INC | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP | 6K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 220 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 910 | $100K–$500K | SH |
| RELX | RELX PLC | 11K | $100K–$500K | SH |
| VIV | TELEFONICA BRASIL SA | 37K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| DE | DEERE & CO | 872 | $100K–$500K | SH |
| UMC | UNITED MICROELECTRONICS CORP | 52K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |