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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

BSW Wealth Partners

Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001512601-25-000009

Total Value
$729.7M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200186,231$115.6M15.85%
2AMERICAN CENTY ETF TR025072703621,784$46.0M6.31%
3AMERICAN CENTY ETF TR025072885365,900$36.9M5.06%
4VANGUARD MUN BD FDS922907746644,765$31.6M4.33%
5VANGUARD SCOTTSDALE FDS92206C706500,547$29.9M4.10%
6SPDR S&P 500 ETF TRSPY47,480$29.3M4.02%
7ISHARES TR46435G326315,345$24.0M3.29%
8APPLE INCAAPL96,870$19.9M2.72%
9AMERICAN CENTY ETF TR025072604210,041$14.4M1.97%
10ISHARES INC46434G103231,935$13.9M1.91%
11ISHARES TR464289867212,686$13.1M1.79%
12ISHARES TR46432F842140,368$11.7M1.61%
13NVIDIA CORPORATIONNVDA71,743$11.3M1.55%
14AMERICAN CENTY ETF TR025072372194,087$10.4M1.42%
15ISHARES GOLD TRIAU153,429$9.6M1.31%
16VANGUARD TAX-MANAGED FDS921943858145,858$8.3M1.14%
17AMERICAN CENTY ETF TR02507287787,604$8.0M1.09%
18MICROSOFT CORPMSFT15,854$7.9M1.08%
19VANGUARD INDEX FDS92290876925,937$7.9M1.08%
20ISHARES TR46428841474,868$7.8M1.07%
21VANGUARD WORLD FD92191073369,182$7.6M1.04%
22AMAZON COM INCAMZN31,229$6.9M0.94%
23VANGUARD INDEX FDS92290836312,033$6.8M0.94%
24VANGUARD WORLD FD92191084047,224$6.2M0.85%
25ISHARES TR46434V46427,991$5.9M0.81%
26ISHARES TR46435G51661,530$5.5M0.75%
27ISHARES TR46428746561,211$5.5M0.75%
28ALPHABET INCGOOG28,457$5.0M0.69%
29ISHARES TR46428750776,898$4.8M0.65%
30ISHARES TR46428765519,906$4.3M0.59%
31PROCTER AND GAMBLE CO74271810926,260$4.2M0.57%
32BROADCOM INCAVGO14,588$4.0M0.55%
33NUSHARES ETF TRNU95,934$4.0M0.55%
34ISHARES TR46428825730,907$4.0M0.54%
35META PLATFORMS INCMETA4,831$3.6M0.49%
36NUSHARES ETF TRNU86,830$3.5M0.48%
37JPMORGAN CHASE & CO.VYLD11,978$3.5M0.48%
38ISHARES TR46436E56970,207$3.3M0.46%
39ALPHABET INCGOOG18,454$3.3M0.45%
40ELI LILLY & COLLY3,479$2.7M0.37%
41LINDE PLCLIN5,466$2.6M0.35%
42BERKSHIRE HATHAWAY INC DELBRK-A5,040$2.4M0.34%
43SCHWAB STRATEGIC TR808524805110,626$2.4M0.34%
44DELL TECHNOLOGIES INCDELL19,577$2.4M0.33%
45VANGUARD INTL EQUITY INDEX F92204285848,009$2.4M0.33%
46VISA INCV6,671$2.4M0.32%
47SELECT SECTOR SPDR TR81369Y8039,109$2.3M0.32%
48TAIWAN SEMICONDUCTOR MFG LTD8740391009,717$2.2M0.30%
49VANGUARD INTL EQUITY INDEX F92204274216,049$2.1M0.28%
50INVESCO QQQ TRIVZ3,683$2.0M0.28%
51PEPSICO INCPEP15,295$2.0M0.28%
52COCA COLA COKO28,374$2.0M0.28%
53WALKER & DUNLOP INCWD28,077$2.0M0.27%
54ISHARES TR46428723440,510$2.0M0.27%
55ORACLE CORPORCL-PD8,525$1.9M0.26%
56ABBVIE INCABBV9,702$1.8M0.25%
57DISNEY WALT CO25468710614,436$1.8M0.25%
58TRAVELERS COMPANIES INCTRV6,649$1.8M0.24%
59ISHARES TR4642876144,019$1.7M0.23%
60ABBOTT LABSABLZF12,541$1.7M0.23%
61NETFLIX INCNFLX1,246$1.7M0.23%
62HOME DEPOT INCHD4,503$1.7M0.23%
63SCHWAB STRATEGIC TR80852410268,825$1.6M0.22%
64VANGUARD INDEX FDS9229086117,748$1.5M0.21%
65INTUITINTU1,918$1.5M0.21%
66PFIZER INCPFE62,046$1.5M0.21%
67MERCK & CO INCMRK17,914$1.4M0.19%
68MASTERCARD INCORPORATEDMA2,464$1.4M0.19%
69COSTCO WHSL CORP NEW22160K1051,353$1.3M0.18%
70AMERICAN EXPRESS COAXP4,058$1.3M0.18%
71ADVANCED MICRO DEVICES INCAMD9,081$1.3M0.18%
72UNION PAC CORPUNP5,455$1.3M0.17%
73INTERNATIONAL BUSINESS MACHSINTR4,177$1.2M0.17%
74NIAGEN BIOSCIENCE INCNAGE85,000$1.2M0.17%
75INTEL CORPINTC54,353$1.2M0.17%
76DOVER CORPDOV6,469$1.2M0.16%
77WALMART INCWMT11,903$1.2M0.16%
78AUTOMATIC DATA PROCESSING INADP3,707$1.1M0.16%
79ISHARES TR46435U66327,272$1.1M0.15%
80SALESFORCE INCCRM4,078$1.1M0.15%
81LAM RESEARCH CORPLRCX11,327$1.1M0.15%
82BOOKING HOLDINGS INCBKNG190$1.1M0.15%
83ACCENTURE PLC IRELANDACN3,658$1.1M0.15%
84VANGUARD INDEX FDS9229087514,597$1.1M0.15%
85SPDR GOLD TRGLD3,573$1.1M0.15%
86AT&T INCT-PC37,348$1.1M0.15%
87EXXON MOBIL CORPXOM9,763$1.1M0.14%
88UBER TECHNOLOGIES INCUBER10,959$1.0M0.14%
89GOLDMAN SACHS GROUP INCGSCE1,439$1.0M0.14%
90SERVICENOW INCNOW990$1.0M0.14%
91TJX COS INC NEW8725401098,223$1.0M0.14%
92ISHARES TR4642875985,148$999,8960.14%
93VANGUARD INDEX FDS9229085953,505$970,7700.13%
94S&P GLOBAL INCSPGI1,824$961,6530.13%
95LUMEN TECHNOLOGIES INCLUMN215,078$942,0420.13%
96CATERPILLAR INCCAT2,414$936,9830.13%
97BOSTON SCIENTIFIC CORPBSX8,667$930,9220.13%
98VANGUARD INDEX FDS9229086373,250$927,2250.13%
99ICICI BANK LIMITEDIBN27,041$909,6680.12%
100BLACKSTONE INCBX6,076$908,8740.12%
101QUALCOMM INCQCOM5,699$907,6210.12%
102APPLIED MATLS INC0382221054,865$890,5760.12%
103TESLA INCTSLA2,724$865,3060.12%
104WABTEC9297401084,126$863,7650.12%
105VERIZON COMMUNICATIONS INCVZ19,593$847,7830.12%
106JOHNSON & JOHNSONJNJ5,408$826,1200.11%
107PHILIP MORRIS INTL INC7181721094,448$810,0690.11%
108ASML HOLDING N VASMLF1,008$807,7010.11%
109MORGAN STANLEYMS-PQ5,699$802,7970.11%
110GRAINGER W W INC384802104710$738,7370.10%
111DEERE & CODE1,447$736,0360.10%
112WELLTOWER INCWELL4,777$734,4360.10%
113UNITEDHEALTH GROUP INCUNH2,334$728,2560.10%
114T-MOBILE US INCTMUSZ3,039$724,0870.10%
115HSBC HLDGS PLCHBCYF11,884$722,4290.10%
116SONY GROUP CORPSNEJF27,361$712,2110.10%
117J P MORGAN EXCHANGE TRADED F46641Q65413,846$705,0590.10%
118RELIANCE INCRS2,226$698,7900.10%
119VANGUARD INDEX FDS9229086292,488$696,2610.10%
120VANGUARD SPECIALIZED FUNDS9219088443,394$694,6480.10%
121SPDR INDEX SHS FDS78463X88917,150$694,4040.10%
122AMGEN INCAMGN2,454$685,0950.09%
123BALL CORPBALL12,192$683,8520.09%
124CITIGROUP INCC-PR7,932$675,1990.09%
125STRYKER CORPORATIONSYK1,695$670,7130.09%
126GRUPO CIBEST SACIB14,509$670,1710.09%
127CME GROUP INCCME2,421$667,3770.09%
128QUANTA SVCS INC74762E1021,733$655,2210.09%
129CHEVRON CORP NEWCVX4,557$652,4810.09%
130BROADSTONE NET LEASE INCBNL39,942$641,0690.09%
131SPDR S&P MIDCAP 400 ETF TRMDY1,111$629,3590.09%
132HONEYWELL INTL INC4385161062,698$628,2170.09%
133NOVO-NORDISK A SNONOF9,099$628,0210.09%
134AGILENT TECHNOLOGIES INCA5,316$627,3820.09%
135ENTERPRISE PRODS PARTNERS L29379210720,169$625,4260.09%
136FISERV INCFISV3,521$607,0560.08%
137PNC FINL SVCS GROUP INC6934751053,209$598,2700.08%
138ALLSTATE CORPALL-PJ2,970$597,8200.08%
139SPROTT PHYSICAL GOLD TRSII23,327$591,3390.08%
140ARISTA NETWORKS INCANET5,653$578,3830.08%
141VANGUARD INDEX FDS9229087361,313$575,7000.08%
142LOWES COS INC5486611072,583$573,1030.08%
143CISCO SYS INCCSCO8,196$568,6310.08%
144AUTODESK INCADSK1,827$565,5840.08%
145ISHARES TR4642886614,704$560,1990.08%
146MERCADOLIBRE INCMELI213$556,7030.08%
147PROGRESSIVE CORP7433151032,078$554,5630.08%
148HDFC BANK LTDHDB7,227$554,0940.08%
149MOODYS CORPMCO1,094$548,8260.08%
150TE CONNECTIVITY PLCTEL3,210$541,4550.07%
151CHUBB LIMITEDCB1,864$540,0380.07%
152CARRIER GLOBAL CORPORATIONCARR7,347$537,7040.07%
153CINTAS CORPCTAS2,337$520,8750.07%
154THERMO FISHER SCIENTIFIC INCTMO1,276$517,2070.07%
155UNILEVER PLCUNLYF8,428$515,5340.07%
156JOHNSON CTLS INTL PLCG515021054,855$512,7640.07%
157AMERICAN INTL GROUP INC0268747845,965$510,5290.07%
158ADOBE INCADBE1,319$510,2950.07%
159NOMURA HLDGS INCNRSCF77,363$509,0490.07%
160ASE TECHNOLOGY HLDG CO LTDASX49,191$508,1440.07%
161ISHARES TR4642878044,592$501,8760.07%
162DOORDASH INCDASH2,024$498,9360.07%
163MATTHEWS INTL FDS57713062817,954$496,0690.07%
164WIPRO LTDWIT164,147$495,7250.07%
165SCHWAB CHARLES CORPSCHW-PJ5,425$494,9670.07%
166PALO ALTO NETWORKS INCPANW2,389$488,8850.07%
167SYSCO CORPSYY6,449$488,4230.07%
168INTUITIVE SURGICAL INCISRG881$478,6770.07%
169SYNOPSYS INCSNPS933$478,3300.07%
170ISHARES TR4642876221,406$477,4350.07%
171BANK NEW YORK MELLON CORP0640581005,162$470,3430.06%
172SPDR SER TR78464A7633,432$465,8190.06%
173INFOSYS LTDINFY25,136$465,7650.06%
174VANGUARD INDEX FDS9229086522,410$464,4310.06%
175RELX PLCRLXXF8,466$460,0610.06%
176CAPITAL ONE FINL CORP14040H1052,155$458,5850.06%
177TRUIST FINL CORP89832Q10910,630$456,9650.06%
178MICROVISION INC DELMVIS400,000$456,0000.06%
179VANGUARD WHITEHALL FDS9219464063,391$452,0540.06%
180INVESCO EXCHANGE TRADED FD TIVZ2,470$448,9790.06%
181COLGATE PALMOLIVE COCL4,930$448,1810.06%
182CBRE GROUP INCCBRE3,185$446,2820.06%
183BANCO BILBAO VIZCAYA ARGENTABBVXF28,690$440,9650.06%
184WOORI FINL GROUP INC9810641088,844$439,8070.06%
185HCA HEALTHCARE INCHCA1,138$435,9770.06%
186LOCKHEED MARTIN CORPLMT939$434,9380.06%
187PACCAR INCPCAR4,543$431,8900.06%
188STERLING INFRASTRUCTURE INCSTRL1,868$431,0040.06%
189DIGITALOCEAN HLDGS INCDOCN14,856$424,2870.06%
190GILEAD SCIENCES INCGILD3,824$423,9880.06%
191NOVARTIS AGNVSEF3,486$421,8210.06%
192AMERICAN TOWER CORP NEW03027X1001,880$415,4740.06%
193SAP SESAPGF1,356$412,4190.06%
194LIVE NATION ENTERTAINMENT INLYV2,665$403,1610.06%
195VERISK ANALYTICS INCVRSK1,293$402,6350.06%
196HONDA MOTOR LTDHNDAF13,958$402,4230.06%
197UNITED RENTALS INCURI525$395,5370.05%
198RTX CORPORATIONRTX2,691$392,9590.05%
199PROLOGIS INC.PLDGP3,720$391,0630.05%
200GE AEROSPACE3696043011,511$388,9230.05%
201INTERCONTINENTAL EXCHANGE IN45866F1042,119$388,7940.05%
202MCDONALDS CORPMCD1,329$388,2430.05%
203MONDELEZ INTL INC6092071055,651$381,1300.05%
204MICRON TECHNOLOGY INCMU3,043$375,0680.05%
205SCHWAB STRATEGIC TR80852420115,322$374,4800.05%
206TRANE TECHNOLOGIES PLCTT854$373,6820.05%
207SANOFISNYNF7,735$373,6780.05%
208AMERICAN CENTY ETF TR02507A1016,578$372,4460.05%
209KT CORPKT17,725$368,3170.05%
210GE VERNOVA INCGEV686$362,9980.05%
211NEBIUS GROUP N.V.NBIS6,558$362,8540.05%
212EQUINIX INCEQIX447$355,6620.05%
213GARMIN LTDGRMN1,676$349,7000.05%
214ISHARES INC46434G7645,525$348,8480.05%
215US BANCORP DELUSB-PS7,690$347,9770.05%
216ISHARES TR4642886386,500$346,3850.05%
217CADENCE DESIGN SYSTEM INCCDNS1,122$345,7450.05%
218ILLINOIS TOOL WKS INC4523081091,397$345,4400.05%
219SCHWAB STRATEGIC TR80852470611,397$343,5150.05%
220BROADRIDGE FINL SOLUTIONS IN11133T1031,406$341,6830.05%
221MOTOROLA SOLUTIONS INCMSI812$341,4180.05%
222ISHARES TR4642871502,509$338,8150.05%
223COPART INCCPRT6,902$338,6810.05%
224KLA CORPKLAC375$335,9200.05%
225BRISTOL-MYERS SQUIBB COCELG-RI7,210$333,7730.05%
226VANGUARD WORLD FD92204A3062,789$332,2260.05%
227ABRDN SILVER ETF TRUSTSIVR9,618$330,9550.05%
228ELEVANCE HEALTH INCELV848$329,9650.05%
229SHERWIN WILLIAMS COSHW960$329,4950.05%
230SELECT SECTOR SPDR TR81369Y6056,278$328,7600.05%
231COGNIZANT TECHNOLOGY SOLUTIOCTSH4,102$320,1170.04%
232PAYCHEX INCPAYX2,195$319,3200.04%
233KEURIG DR PEPPER INCKDP9,604$317,5210.04%
234OTIS WORLDWIDE CORPOTIS3,202$317,0750.04%
235INVESCO EXCH TRADED FD TR IIIVZ4,336$315,7400.04%
236DANAHER CORPORATION2358511021,598$315,6690.04%
237IQVIA HLDGS INCIQV1,981$312,1860.04%
238INVESCO EXCHANGE TRADED FD TIVZ7,606$310,1850.04%
239CROWDSTRIKE HLDGS INCCRWD600$305,5860.04%
240CONSTELLATION BRANDS INCSTZ1,868$303,8930.04%
241BP PLCBPPFF10,119$302,8760.04%
242PENTAIR PLCPNR2,942$302,0310.04%
243KB FINL GROUP INC48241A1053,611$298,2550.04%
244DUPONT DE NEMOURS INCDD4,339$297,6160.04%
245F N B CORP30252010120,165$294,0120.04%
246CHIPOTLE MEXICAN GRILL INCCMG5,191$291,4740.04%
247CHECK POINT SOFTWARE TECH LTM224651041,306$288,9520.04%
248ALTRIA GROUP INCMO4,911$287,9240.04%
249TAKE-TWO INTERACTIVE SOFTWARTTWO1,173$284,8630.04%
250CONAGRA BRANDS INCCAG13,825$282,9980.04%
251COLUMBIA ETF TR II19762B2028,278$282,9420.04%
252MARVELL TECHNOLOGY INCMRVL3,652$282,6670.04%
253VANGUARD WORLD FD92204A702424$281,2310.04%
254SHOPIFY INCSHOP2,405$277,4170.04%
255TELEFONICA BRASIL SAVIV24,332$277,3850.04%
256MPLX LPMPLXP5,376$276,9210.04%
257FERGUSON ENTERPRISES INCFERG1,254$272,9840.04%
258ISHARES INC4642865252,302$272,9480.04%
259UNITED MICROELECTRONICS CORPUMC35,482$271,4370.04%
260SUMITOMO MITSUI FINL GROUP I86562M20917,843$269,6080.04%
261AFLAC INCAFL2,545$268,3460.04%
262PRUDENTIAL FINL INCPUKPF2,495$268,0630.04%
263FLEXSHARES TRFLEX1,407$264,0040.04%
264HUBBELL INCHUBB639$260,7720.04%
265CHENIERE ENERGY INCLNG1,068$260,1140.04%
266LOEWS CORPL2,812$257,7490.04%
267HERSHEY COHSY1,550$257,2040.04%
268ECOLAB INCECL954$257,0580.04%
269ISHARES TR46429B6972,725$255,7960.04%
270ZOETIS INCZTS1,627$253,7580.03%
271SIMON PPTY GROUP INC NEW8288061091,575$253,2710.03%
272WASTE CONNECTIONS INCWCN1,340$250,2080.03%
273SCHWAB STRATEGIC TR8085246079,874$249,8080.03%
274WELLS FARGO CO NEW9497461013,086$247,2430.03%
275GENUINE PARTS COGPC2,031$246,3810.03%
276DIGITAL RLTY TR INC2538681031,412$246,0790.03%
277ROCKWELL AUTOMATION INCROK739$245,5230.03%
278VALMONT INDS INC920253101750$244,9280.03%
279SPOTIFY TECHNOLOGY S ASPOT316$242,4800.03%
280FOX CORPFOX4,678$241,5470.03%
281COUPANG INCCPNG8,016$240,1590.03%
282PTC INCPTC1,393$240,0700.03%
283EQUITABLE HLDGS INCEQH-PC4,259$238,9300.03%
284EATON CORP PLCETN664$237,0560.03%
285FASTENAL COFAST5,628$236,3680.03%
286COINBASE GLOBAL INCCOIN660$231,3230.03%
287NEXTERA ENERGY INCNEE-PW3,328$231,0430.03%
288MEDTRONIC PLCMDT2,637$229,8670.03%
289BANK AMERICA CORP0605051044,804$227,3250.03%
290KELLANOVABEKE2,847$226,4220.03%
291ISHARES TR4642888852,021$226,3010.03%
292CHUNGHWA TELECOM CO LTDCHT4,777$222,6560.03%
293BLACKROCK INCBLK208$218,2940.03%
294JD.COM INCJDCMF6,545$213,6290.03%
295FIDELITY WISE ORIGIN BITCOINFBTC2,272$213,5450.03%
296METLIFE INCMET-PF2,641$212,3570.03%
297HILTON WORLDWIDE HLDGS INCHLT797$212,2730.03%
298GERDAU SAGGB72,591$211,9670.03%
299VANGUARD SCOTTSDALE FDS92206C599771$210,1710.03%
300SCHWAB STRATEGIC TR8085247977,914$209,7170.03%
301GENERAL MLS INC3703341044,044$209,4960.03%
302EBAY INC.EBAY2,811$209,3140.03%
303DIMENSIONAL ETF TRUST25434V5003,282$209,0960.03%
304VANGUARD INTL EQUITY INDEX F9220427753,104$208,6290.03%
305CREDICORP LTDBAP913$204,1110.03%
306FRANKLIN RESOURCES INCBEN8,556$204,0600.03%
307ALIBABA GROUP HLDG LTDBBAAY1,785$202,4370.03%
308BANCO SANTANDER S.A.BCDRF24,317$201,8350.03%
309VANGUARD SCOTTSDALE FDS92206C6642,302$200,8160.03%
310COLUMBIA BKG SYS INC1972361028,566$200,2790.03%
311PIEDMONT OFFICE REALTY TR INPDM24,272$176,9430.02%
312LLOYDS BANKING GROUP PLCLLOBF39,687$168,6710.02%
313NOKIA CORPNOKBF19,884$103,0000.01%
314TELEFONICA S ATELFY15,498$81,0550.01%
315BANCO BRADESCO S A05946040223,069$62,9780.01%
316LG DISPLAY CO LTDLPL17,697$60,5240.01%
317AMBEV SAABEV14,598$35,1810.00%
318CIA ENERGETICA DE MINAS GERA20440960111,686$22,9050.00%