Holdings
BSW Wealth Partners
As of Jun 30, 2026, BSW Wealth Partners reported 226 positions worth US$269M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 110K | US$31.9M | −648 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 47,144 | US$16.8M | +220 | Jun 30, 2026 |
| Nvidia Corporation | 63,196 | US$12.6M | +86 | Jun 30, 2026 |
| Trimble Inc. | 211K | US$10.8M | −14 | Jun 30, 2026 |
| Amazon.com, Inc. | 27,902 | US$6.65M | −693 | Jun 30, 2026 |
| Microsoft Corp. | 15,173 | US$5.66M | −430 | Jun 30, 2026 |
| Broadcom Inc. | 13,936 | US$5.26M | −204 | Jun 30, 2026 |
| Dell Technologies Inc. | 12,050 | US$5.2M | −7,310 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,045 | US$4.8M | +136 | Jun 30, 2026 |
| Lam Research Corporation | 10,210 | US$4.42M | −292 | Jun 30, 2026 |