BSW Wealth Partners Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$833K

Holdings

322

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (322 positions)

StockValue
BIIBBIOGEN INC
$335K
SCHESCHWAB STRATEGIC TR
$333K
MVISMICROVISION INC DEL
$331K
CLCOLGATE PALMOLIVE CO
$330K
CRWDCROWDSTRIKE HLDGS INC
$329K
ITOTISHARES TR
$327K
FQIDIGITAL RLTY TR INC
$326K
WFCWELLS FARGO CO NEW
$322K
BABAALIBABA GROUP HLDG LTD
$319K
SHOPSHOPIFY INC
$318K
HLTHILTON WORLDWIDE HLDGS INC
$317K
ICEINTERCONTINENTAL EXCHANGE IN
$313K
SPLVINVESCO EXCH TRADED FD TR II
$310K
TTTRANE TECHNOLOGIES PLC
$307K
OTISOTIS WORLDWIDE CORP
$305K
TSTENARIS S A
$304K
KTKT CORP
$303K
VMIVALMONT INDS INC
$301K
CVMCMORGAN STANLEY ETF TRUST
$300K
XCEMCOLUMBIA ETF TR II
$298K
XLFSELECT SECTOR SPDR TR
$296K
ULUNILEVER PLC
$296K
OREALTY INCOME CORP
$293K
LYVLIVE NATION ENTERTAINMENT IN
$292K
TELTE CONNECTIVITY PLC
$288K
FLEXSHARES TR
$288K
HDBHDFC BANK LTD
$287K
MPLXMPLX LP
$286K
SAPSAP SE
$286K
MOALTRIA GROUP INC
$283K
SMFGSUMITOMO MITSUI FINL GROUP I
$280K
MSIMOTOROLA SOLUTIONS INC
$279K
BRBROADRIDGE FINL SOLUTIONS IN
$278K
HALHALLIBURTON CO
$277K
BACBANK AMERICA CORP
$275K
SCHASCHWAB STRATEGIC TR
$274K
SNYSANOFI SA
$274K
ACWVISHARES INC
$273K
PRUPRUDENTIAL FINL INC
$269K
NEENEXTERA ENERGY INC
$266K
SJMSMUCKER J M CO
$264K
BDXBECTON DICKINSON & CO
$259K
PNRPENTAIR PLC
$259K
ADBEADOBE INC
$251K
PAYXPAYCHEX INC
$249K
SNASNAP ON INC
$249K
COLBCOLUMBIA BKG SYS INC
$239K
NXPINXP SEMICONDUCTORS N V
$238K
PTCPTC INC
$237K
VEUVANGUARD INTL EQUITY INDEX F
$235K
METMETLIFE INC
$234K
MCXMCCORMICK & CO INC
$233K
6RJ0ROCKET LAB CORP
$233K
VMCVULCAN MATLS CO
$232K
CHKPCHECK POINT SOFTWARE TECH LT
$232K
FASTFASTENAL CO
$232K
VTHRVANGUARD SCOTTSDALE FDS
$231K
RPMRPM INTL INC
$230K
IQVIQVIA HLDGS INC
$229K
VTWOVANGUARD SCOTTSDALE FDS
$229K
VRTVERTIV HOLDINGS CO
$227K
GDGENERAL DYNAMICS CORP
$224K
VRSKVERISK ANALYTICS INC
$222K
WCNWASTE CONNECTIONS INC
$221K
ABGCENCORA INC
$221K
DLTRDOLLAR TREE INC
$220K
DFAIDIMENSIONAL ETF TRUST
$220K
STZCONSTELLATION BRANDS INC
$219K
PPLTABRDN PLATINUM ETF TRUST
$218K
SCHDSCHWAB STRATEGIC TR
$218K
CARRCARRIER GLOBAL CORPORATION
$217K
KDPKEURIG DR PEPPER INC
$216K
TAKTAKEDA PHARMACEUTICAL CO LTD
$216K
BIDUNBAIDU INC
$215K
CHTCHUNGHWA TELECOM CO LTD
$214K
NDAQNASDAQ INC
$213K
SRESEMPRA
$211K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$211K
PEOEXELON CORP
$209K
ETNEATON CORP PLC
$209K
ITGARTNER INC
$207K
MDTMEDTRONIC PLC
$207K
CSXCSX CORP
$207K
HSYHERSHEY CO
$206K
AERAERCAP HOLDINGS NV
$205K
GGBGERDAU SA
$198K
LPLLG DISPLAY CO LTD
$195K
SANBANCO SANTANDER SA
$143K
TDSBEXCHANGE LISTED FDS TR
$139K
NOKNOKIA CORP
$136K
IVVISHARES TR
$125K
ABEVAMBEV SA
$89K
GRABGRAB HOLDINGS LIMITED
$81K
TELFYTELEFONICA S A
$67K
CIGCIA ENERGETICA DE MINAS GERA
$33K
SPYSPDR S&P 500 ETF TR
$32K
VOOVANGUARD INDEX FDS
$7K
LLYELI LILLY & CO
$4K
METAMETA PLATFORMS INC
$3K
BRK/BBERKSHIRE HATHAWAY INC DEL
$3K
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