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 251–300 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 8K | $100K–$500K | SH |
| MPLX | MPLX LP | 5K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 15K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 729 | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 10K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| CMI | CUMMINS INC | 539 | $100K–$500K | SH |
| SNY | SANOFI SA | 6K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| ACWV | ISHARES INC | 2K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 328 | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 3K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 720 | $100K–$500K | SH |
| SNA | SNAP ON INC | 725 | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| COLB | COLUMBIA BKG SYS INC | 9K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| PTC | PTC INC | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 3K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 3K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 814 | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 771 | $100K–$500K | SH |
| RPM | RPM INTL INC | 2K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 667 | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 993 | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| COR | CENCORA INC | 656 | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 1K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 14K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 8K | $100K–$500K | SH |