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 201–250 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| AVXC | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| KB | KB FINL GROUP INC | 5K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| EMXC | ISHARES INC | 5K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 4K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 2K | $100K–$500K | SH |
| BP | BP PLC | 10K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| IGIB | ISHARES TR | 7K | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD | 12K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| FNB | F N B CORP | 20K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 769 | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 869 | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 63K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| MVIS | MICROVISION INC DEL | 400K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 703 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 424 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 1K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 791 | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| TS | TENARIS S A | 8K | $100K–$500K | SH |
| KT | KT CORP | 16K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 750 | $100K–$500K | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 5K | $100K–$500K | SH |
| XCEM | COLUMBIA ETF TR II | 8K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| UL | UNILEVER PLC | 5K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 2K | $100K–$500K | SH |
| ESGG | FLEXSHARES TR | 1K | $100K–$500K | SH |