BSW Wealth Partners Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$833.4M
Holdings
322
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (322 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPGIS&P GLOBAL INC | 1,930 | $1.0M | 0.12% | |
| 102 | QCOMQUALCOMM INC | 5,887 | $1.0M | 0.12% | |
| 103 | VBKVANGUARD INDEX FDS | 3,315 | $1.0M | 0.12% | |
| 104 | COFCAPITAL ONE FINL CORP | 4,000 | $969K | 0.12% | |
| 105 | ADPAUTOMATIC DATA PROCESSING IN | 3,723 | $957K | 0.11% | |
| 106 | TRVCCITIGROUP INC | 8,028 | $936K | 0.11% | |
| 107 | TAT&T INC | 37,643 | $935K | 0.11% | |
| 108 | ISRGINTUITIVE SURGICAL INC | 1,649 | $933K | 0.11% | |
| 109 | GEVGE VERNOVA INC | 1,422 | $929K | 0.11% | |
| 110 | BXBLACKSTONE INC | 6,018 | $927K | 0.11% | |
| 111 | BBVABANCO BILBAO VIZCAYA ARGENTA | 38,805 | $904K | 0.11% | |
| 112 | CIB1NGRUPO CIBEST SA | 14,149 | $900K | 0.11% | |
| 113 | NAGENIAGEN BIOSCIENCE INC | 141,000 | $896K | 0.11% | |
| 114 | TMOTHERMO FISHER SCIENTIFIC INC | 1,532 | $887K | 0.11% | |
| 115 | DOVDOVER CORP | 4,477 | $874K | 0.10% | |
| 116 | ASXASE TECHNOLOGY HLDG CO LTD | 53,998 | $869K | 0.10% | |
| 117 | WABWABTEC | 3,983 | $850K | 0.10% | |
| 118 | IBNICICI BANK LIMITED | 28,179 | $839K | 0.10% | |
| 119 | UBERUBER TECHNOLOGIES INC | 10,040 | $820K | 0.10% | |
| 120 | AMGNAMGEN INC | 2,476 | $810K | 0.10% | |
| 121 | MUMICRON TECHNOLOGY INC | 2,801 | $799K | 0.10% | |
| 122 | CMECME GROUP INC | 2,917 | $796K | 0.10% | |
| 123 | UNHUNITEDHEALTH GROUP INC | 2,365 | $780K | 0.09% | |
| 124 | BACVERIZON COMMUNICATIONS INC | 19,040 | $775K | 0.09% | |
| 125 | PHYS/USPROTT ASSET MANAGEMENT LP | 23,327 | $770K | 0.09% | |
| 126 | LOWLOWES COS INC | 3,171 | $764K | 0.09% | |
| 127 | AG8AGILENT TECHNOLOGIES INC | 5,620 | $764K | 0.09% | |
| 128 | SIVRABRDN SILVER ETF TRUST | 11,273 | $762K | 0.09% | |
| 129 | BSXBOSTON SCIENTIFIC CORP | 8,000 | $762K | 0.09% | |
| 130 | DOCNDIGITALOCEAN HLDGS INC | 15,656 | $753K | 0.09% | |
| 131 | PNCPNC FINL SVCS GROUP INC | 3,562 | $743K | 0.09% | |
| 132 | CVXCHEVRON CORP NEW | 4,845 | $738K | 0.09% | |
| 133 | SPDWSPDR INDEX SHS FDS | 16,461 | $731K | 0.09% | |
| 134 | NMRNOMURA HLDGS INC | 85,720 | $719K | 0.09% | |
| 135 | PANWPALO ALTO NETWORKS INC | 3,894 | $717K | 0.09% | |
| 136 | 4I1PHILIP MORRIS INTL INC | 4,429 | $710K | 0.09% | |
| 137 | KLACKLA CORP | 574 | $697K | 0.08% | |
| 138 | BNLBROADSTONE NET LEASE INC | 39,942 | $693K | 0.08% | |
| 139 | WITWIPRO LTD | 244,156 | $693K | 0.08% | |
| 140 | MEARISHARES U S ETF TR | 13,737 | $691K | 0.08% | |
| 141 | PWRQUANTA SVCS INC | 1,636 | $690K | 0.08% | |
| 142 | CSCOCISCO SYS INC | 8,903 | $685K | 0.08% | |
| 143 | BALLBALL CORP | 12,672 | $671K | 0.08% | |
| 144 | JCIJOHNSON CTLS INTL PLC | 5,592 | $669K | 0.08% | |
| 145 | RSRELIANCE INC | 2,316 | $668K | 0.08% | |
| 146 | IEIISHARES TR | 5,585 | $666K | 0.08% | |
| 147 | WFWOORI FINL GROUP INC | 11,234 | $660K | 0.08% | |
| 148 | CBCHUBB LIMITED | 2,110 | $658K | 0.08% | |
| 149 | ANETARISTA NETWORKS INC | 4,998 | $654K | 0.08% | |
| 150 | EPDENTERPRISE PRODS PARTNERS L | 20,382 | $653K | 0.08% | |
| 151 | NOWSERVICENOW INC | 4,238 | $649K | 0.08% | |
| 152 | VIGVANGUARD SPECIALIZED FUNDS | 2,939 | $645K | 0.08% | |
| 153 | SCHWSCHWAB CHARLES CORP | 6,445 | $643K | 0.08% | |
| 154 | INFYINFOSYS LTD | 35,632 | $634K | 0.08% | |
| 155 | SONYSONY GROUP CORP | 24,248 | $620K | 0.07% | |
| 156 | ACNACCENTURE PLC IRELAND | 2,297 | $616K | 0.07% | |
| 157 | HCAHCA HEALTHCARE INC | 1,270 | $592K | 0.07% | |
| 158 | BMYBRISTOL-MYERS SQUIBB CO | 10,938 | $590K | 0.07% | |
| 159 | MCOMOODYS CORP | 1,150 | $587K | 0.07% | |
| 160 | PLDPROLOGIS INC. | 4,559 | $581K | 0.07% | |
| 161 | GWWWW GRAINGER INC | 575 | $580K | 0.07% | |
| 162 | MDYSPDR S&P MIDCAP 400 ETF TR | 960 | $579K | 0.07% | |
| 163 | ALSALLSTATE CORP | 2,767 | $575K | 0.07% | |
| 164 | USBUS BANCORP DEL | 10,742 | $573K | 0.07% | |
| 165 | SYKSTRYKER CORPORATION | 1,615 | $567K | 0.07% | |
| 166 | TMUST-MOBILE US INC | 2,782 | $564K | 0.07% | |
| 167 | CBRECBRE GROUP INC | 3,497 | $562K | 0.07% | |
| 168 | REGNREGENERON PHARMACEUTICALS | 726 | $560K | 0.07% | |
| 169 | VUGVANGUARD INDEX FDS | 1,127 | $550K | 0.07% | |
| 170 | IJRISHARES TR | 4,510 | $542K | 0.07% | |
| 171 | GSKGSK PLC | 11,059 | $542K | 0.07% | |
| 172 | AWCAMERICAN WTR WKS CO INC NEW | 4,145 | $540K | 0.06% | |
| 173 | STRLSTERLING INFRASTRUCTURE INC | 1,763 | $539K | 0.06% | |
| 174 | HBC2HSBC HLDGS PLC | 6,791 | $534K | 0.06% | |
| 175 | VOVANGUARD INDEX FDS | 1,821 | $528K | 0.06% | |
| 176 | IWBISHARES TR | 1,406 | $525K | 0.06% | |
| 177 | PCARPACCAR INC | 4,694 | $514K | 0.06% | |
| 178 | HONHONEYWELL INTL INC | 2,595 | $506K | 0.06% | |
| 179 | ADSKAUTODESK INC | 1,700 | $503K | 0.06% | |
| 180 | VXFVANGUARD INDEX FDS | 2,410 | $503K | 0.06% | |
| 181 | MNSTMONSTER BEVERAGE CORP NEW | 6,363 | $487K | 0.06% | |
| 182 | RTXRTX CORPORATION | 2,621 | $480K | 0.06% | |
| 183 | SDYSPDR SERIES TRUST | 3,440 | $478K | 0.06% | |
| 184 | NBISNEBIUS GROUP N.V. | 5,717 | $478K | 0.06% | |
| 185 | PGRPROGRESSIVE CORP | 2,080 | $473K | 0.06% | |
| 186 | RSPINVESCO EXCHANGE TRADED FD T | 2,470 | $473K | 0.06% | |
| 187 | TFCTRUIST FINL CORP | 9,594 | $472K | 0.06% | |
| 188 | XYLXYLEM INC | 3,437 | $468K | 0.06% | |
| 189 | VYMVANGUARD WHITEHALL FDS | 3,263 | $468K | 0.06% | |
| 190 | DASHDOORDASH INC | 2,017 | $456K | 0.05% | |
| 191 | SYYSYSCO CORP | 6,094 | $449K | 0.05% | |
| 192 | MLB1MERCADOLIBRE INC | 220 | $443K | 0.05% | |
| 193 | LMTLOCKHEED MARTIN CORP | 910 | $440K | 0.05% | |
| 194 | RELXRELX PLC | 10,851 | $438K | 0.05% | |
| 195 | VIVTELEFONICA BRASIL SA | 36,804 | $436K | 0.05% | |
| 196 | NVSNNOVARTIS AG | 3,143 | $433K | 0.05% | |
| 197 | SCHXSCHWAB STRATEGIC TR | 15,395 | $414K | 0.05% | |
| 198 | UMCUNITED MICROELECTRONICS CORP | 51,573 | $405K | 0.05% | |
| 199 | DEDEERE & CO | 872 | $405K | 0.05% | |
| 200 | GEGE AEROSPACE | 1,308 | $402K | 0.05% |