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 |
|---|---|---|---|---|---|
| 201 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,969 | $400K | 0.05% | |
| 202 | AVXCAMERICAN CENTY ETF TR | 6,218 | $396K | 0.05% | |
| 203 | KBIAKB FINL GROUP INC | 4,570 | $393K | 0.05% | |
| 204 | EBAEBAY INC. | 4,490 | $391K | 0.05% | |
| 205 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,523 | $389K | 0.05% | |
| 206 | SPGSIMON PPTY GROUP INC NEW | 2,094 | $387K | 0.05% | |
| 207 | EMXCISHARES INC | 5,295 | $384K | 0.05% | |
| 208 | MCDMCDONALDS CORP | 1,250 | $382K | 0.05% | |
| 209 | AIGAMERICAN INTL GROUP INC | 4,357 | $372K | 0.04% | |
| 210 | ITWILLINOIS TOOL WKS INC | 1,483 | $365K | 0.04% | |
| 211 | TIPISHARES TR | 3,318 | $364K | 0.04% | |
| 212 | FERGFERGUSON ENTERPRISES INC | 1,627 | $362K | 0.04% | |
| 213 | VDEVANGUARD WORLD FD | 2,789 | $351K | 0.04% | |
| 214 | BPBP PLC | 10,113 | $351K | 0.04% | |
| 215 | IGIBISHARES TR | 6,500 | $350K | 0.04% | |
| 216 | DHRDANAHER CORPORATION | 1,531 | $350K | 0.04% | |
| 217 | HMCHONDA MOTOR LTD | 11,802 | $347K | 0.04% | |
| 218 | RSPTINVESCO EXCHANGE TRADED FD T | 7,615 | $346K | 0.04% | |
| 219 | FNBF N B CORP | 20,166 | $344K | 0.04% | |
| 220 | HUBBHUBBELL INC | 769 | $341K | 0.04% | |
| 221 | CITCINTAS CORP | 1,811 | $340K | 0.04% | |
| 222 | CDNSCADENCE DESIGN SYSTEM INC | 1,083 | $338K | 0.04% | |
| 223 | ROKROCKWELL AUTOMATION INC | 869 | $338K | 0.04% | |
| 224 | LYGLLOYDS BANKING GROUP PLC | 63,438 | $336K | 0.04% | |
| 225 | BIIBBIOGEN INC | 1,909 | $335K | 0.04% | |
| 226 | SCHESCHWAB STRATEGIC TR | 10,178 | $333K | 0.04% | |
| 227 | MVISMICROVISION INC DEL | 400,000 | $331K | 0.04% | |
| 228 | CLCOLGATE PALMOLIVE CO | 4,186 | $330K | 0.04% | |
| 229 | CRWDCROWDSTRIKE HLDGS INC | 703 | $329K | 0.04% | |
| 230 | ITOTISHARES TR | 2,201 | $327K | 0.04% | |
| 231 | FQIDIGITAL RLTY TR INC | 2,111 | $326K | 0.04% | |
| 232 | WFCWELLS FARGO CO NEW | 3,461 | $322K | 0.04% | |
| 233 | VGTVANGUARD WORLD FD | 424 | $319K | 0.04% | |
| 234 | BABAALIBABA GROUP HLDG LTD | 2,179 | $319K | 0.04% | |
| 235 | SHOPSHOPIFY INC | 1,977 | $318K | 0.04% | |
| 236 | HLTHILTON WORLDWIDE HLDGS INC | 1,105 | $317K | 0.04% | |
| 237 | ICEINTERCONTINENTAL EXCHANGE IN | 1,936 | $313K | 0.04% | |
| 238 | SPLVINVESCO EXCH TRADED FD TR II | 4,350 | $310K | 0.04% | |
| 239 | TTTRANE TECHNOLOGIES PLC | 791 | $307K | 0.04% | |
| 240 | OTISOTIS WORLDWIDE CORP | 3,495 | $305K | 0.04% | |
| 241 | TSTENARIS S A | 7,924 | $304K | 0.04% | |
| 242 | KTKT CORP | 15,987 | $303K | 0.04% | |
| 243 | VMIVALMONT INDS INC | 750 | $301K | 0.04% | |
| 244 | CVMCMORGAN STANLEY ETF TRUST | 4,678 | $300K | 0.04% | |
| 245 | XCEMCOLUMBIA ETF TR II | 7,780 | $298K | 0.04% | |
| 246 | ULUNILEVER PLC | 4,529 | $296K | 0.04% | |
| 247 | XLFSELECT SECTOR SPDR TR | 5,418 | $296K | 0.04% | |
| 248 | OREALTY INCOME CORP | 5,208 | $293K | 0.04% | |
| 249 | LYVLIVE NATION ENTERTAINMENT IN | 2,056 | $292K | 0.04% | |
| 250 | —FLEXSHARES TR | 1,407 | $288K | 0.03% | |
| 251 | TELTE CONNECTIVITY PLC | 1,266 | $288K | 0.03% | |
| 252 | HDBHDFC BANK LTD | 7,866 | $287K | 0.03% | |
| 253 | MPLXMPLX LP | 5,376 | $286K | 0.03% | |
| 254 | SAPSAP SE | 1,178 | $286K | 0.03% | |
| 255 | MOALTRIA GROUP INC | 4,924 | $283K | 0.03% | |
| 256 | SMFGSUMITOMO MITSUI FINL GROUP I | 14,528 | $280K | 0.03% | |
| 257 | MSIMOTOROLA SOLUTIONS INC | 729 | $279K | 0.03% | |
| 258 | BRBROADRIDGE FINL SOLUTIONS IN | 1,246 | $278K | 0.03% | |
| 259 | HALHALLIBURTON CO | 9,805 | $277K | 0.03% | |
| 260 | CMICUMMINS INC | 539 | $275K | 0.03% | |
| 261 | BACBANK AMERICA CORP | 5,004 | $275K | 0.03% | |
| 262 | SNYSANOFI SA | 5,667 | $274K | 0.03% | |
| 263 | SCHASCHWAB STRATEGIC TR | 9,635 | $274K | 0.03% | |
| 264 | ACWVISHARES INC | 2,302 | $273K | 0.03% | |
| 265 | PRUPRUDENTIAL FINL INC | 2,389 | $269K | 0.03% | |
| 266 | NEENEXTERA ENERGY INC | 3,313 | $266K | 0.03% | |
| 267 | URIUNITED RENTALS INC | 328 | $265K | 0.03% | |
| 268 | SJMSMUCKER J M CO | 2,702 | $264K | 0.03% | |
| 269 | PNRPENTAIR PLC | 2,488 | $259K | 0.03% | |
| 270 | BDXBECTON DICKINSON & CO | 1,336 | $259K | 0.03% | |
| 271 | ADBEADOBE INC | 720 | $251K | 0.03% | |
| 272 | PAYXPAYCHEX INC | 2,224 | $249K | 0.03% | |
| 273 | SNASNAP ON INC | 725 | $249K | 0.03% | |
| 274 | COLBCOLUMBIA BKG SYS INC | 8,568 | $239K | 0.03% | |
| 275 | NXPINXP SEMICONDUCTORS N V | 1,099 | $238K | 0.03% | |
| 276 | PTCPTC INC | 1,364 | $237K | 0.03% | |
| 277 | VEUVANGUARD INTL EQUITY INDEX F | 3,199 | $235K | 0.03% | |
| 278 | METMETLIFE INC | 2,975 | $234K | 0.03% | |
| 279 | MCXMCCORMICK & CO INC | 3,426 | $233K | 0.03% | |
| 280 | 6RJ0ROCKET LAB CORP | 3,343 | $233K | 0.03% | |
| 281 | CHKPCHECK POINT SOFTWARE TECH LT | 1,255 | $232K | 0.03% | |
| 282 | FASTFASTENAL CO | 5,797 | $232K | 0.03% | |
| 283 | VMCVULCAN MATLS CO | 814 | $232K | 0.03% | |
| 284 | VTHRVANGUARD SCOTTSDALE FDS | 771 | $231K | 0.03% | |
| 285 | RPMRPM INTL INC | 2,215 | $230K | 0.03% | |
| 286 | VTWOVANGUARD SCOTTSDALE FDS | 2,304 | $229K | 0.03% | |
| 287 | IQVIQVIA HLDGS INC | 1,019 | $229K | 0.03% | |
| 288 | VRTVERTIV HOLDINGS CO | 1,407 | $227K | 0.03% | |
| 289 | GDGENERAL DYNAMICS CORP | 667 | $224K | 0.03% | |
| 290 | VRSKVERISK ANALYTICS INC | 993 | $222K | 0.03% | |
| 291 | WCNWASTE CONNECTIONS INC | 1,264 | $221K | 0.03% | |
| 292 | ABGCENCORA INC | 656 | $221K | 0.03% | |
| 293 | DLTRDOLLAR TREE INC | 1,796 | $220K | 0.03% | |
| 294 | DFAIDIMENSIONAL ETF TRUST | 5,774 | $220K | 0.03% | |
| 295 | STZCONSTELLATION BRANDS INC | 1,589 | $219K | 0.03% | |
| 296 | SCHDSCHWAB STRATEGIC TR | 7,978 | $218K | 0.03% | |
| 297 | PPLTABRDN PLATINUM ETF TRUST | 1,173 | $218K | 0.03% | |
| 298 | CARRCARRIER GLOBAL CORPORATION | 4,122 | $217K | 0.03% | |
| 299 | SPOTSPOTIFY TECHNOLOGY S A | 372 | $216K | 0.03% | |
| 300 | KDPKEURIG DR PEPPER INC | 7,720 | $216K | 0.03% |