BSW Wealth Partners
Top Portfolio Positions
239 positions ·
$295,889,251 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
46,359 | $30,149,112 | 10.19% | |
| AAPL |
Apple Inc.
Technology
|
110,785 | $28,116,125 | 9.50% | |
| TRMB |
Trimble Inc.
Technology
|
210,917 | $13,758,115 | 4.65% | |
| IAU |
Ishares Gold Trust
|
153,554 | $13,537,320 | 4.58% | |
| NVDA |
Nvidia Corp
Technology
|
63,110 | $11,006,384 | 3.72% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
534,972 | $8,885,884 | 3.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,595 | $5,955,480 | 2.01% | |
| MSFT |
Microsoft Corp
Technology
|
15,603 | $5,775,762 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,878 | $5,140,997 | 1.74% | |
| AVGO |
Broadcom Inc.
Technology
|
14,140 | $4,376,471 | 1.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KT
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,246 | 10,501 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $303,273 | 15,987 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $312,838 | 16,043 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $368,325 | 17,725 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $318,939 | 18,009 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $334,114 | 21,528 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $330,962 | 21,519 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $198,529 | 14,523 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $225,974 | 16,118 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $208,992 | 15,550 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $170,954 | 13,335 | Shares | Sole | 2023-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||