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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 Q3 2025 · Filed October 15, 2025 · Accession 0001512601-25-000013

Total Value
$802.9M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200192,997$129.2M16.09%
2AMERICAN CENTY ETF TR025072703648,068$51.1M6.37%
3AMERICAN CENTY ETF TR025072885382,514$41.6M5.18%
4VANGUARD SCOTTSDALE FDS92206C706540,773$32.5M4.04%
5VANGUARD MUN BD FDS922907746641,405$32.1M4.00%
6SPDR S&P 500 ETF TRSPY47,452$31.6M3.94%
7ISHARES TR46435G326347,007$27.8M3.46%
8APPLE INCAAPL97,411$24.8M3.09%
9AMERICAN CENTY ETF TR025072604217,549$16.3M2.04%
10ISHARES INC46434G103241,222$15.9M1.98%
11ISHARES TR464289867235,663$15.2M1.89%
12NVIDIA CORPORATIONNVDA70,847$13.2M1.65%
13ISHARES TR46432F842138,417$12.1M1.51%
14AMERICAN CENTY ETF TR025072372200,377$11.5M1.43%
15ISHARES GOLD TRIAU154,332$11.2M1.40%
16AMERICAN CENTY ETF TR02507287794,095$9.4M1.17%
17VANGUARD TAX-MANAGED FDS921943858146,427$8.8M1.09%
18VANGUARD INDEX FDS92290876926,083$8.6M1.07%
19MICROSOFT CORPMSFT15,519$8.0M1.00%
20VANGUARD WORLD FD92191073364,081$7.6M0.95%
21ISHARES TR46428841469,115$7.4M0.92%
22VANGUARD INDEX FDS92290836311,802$7.2M0.90%
23ALPHABET INCGOOG29,202$7.1M0.89%
24ISHARES TR46434V46430,119$6.8M0.85%
25VANGUARD WORLD FD92191084043,138$5.9M0.74%
26AMAZON COM INCAMZN26,364$5.8M0.72%
27ISHARES TR46428746558,730$5.5M0.68%
28ISHARES TR46435G51657,446$5.3M0.67%
29ISHARES TR46428750775,674$4.9M0.62%
30BROADCOM INCAVGO14,830$4.9M0.61%
31ISHARES TR46428765519,457$4.7M0.59%
32ALPHABET INCGOOG18,030$4.4M0.55%
33ISHARES TR46428825731,002$4.3M0.53%
34NUSHARES ETF TRNU95,348$4.2M0.52%
35PALANTIR TECHNOLOGIES INCPLTR22,721$4.1M0.52%
36PROCTER AND GAMBLE CO74271810926,875$4.1M0.51%
37META PLATFORMS INCMETA5,342$3.9M0.49%
38JPMORGAN CHASE & CO.VYLD11,979$3.8M0.47%
39NUSHARES ETF TRNU84,525$3.7M0.46%
40ISHARES TR46436E56963,847$3.3M0.41%
41TAIWAN SEMICONDUCTOR MFG LTD8740391009,890$2.8M0.34%
42ELI LILLY & COLLY3,601$2.7M0.34%
43VANGUARD INTL EQUITY INDEX F92204274219,025$2.6M0.33%
44LINDE PLCLIN5,485$2.6M0.32%
45BERKSHIRE HATHAWAY INC DELBRK-A5,113$2.6M0.32%
46VANGUARD INTL EQUITY INDEX F92204285847,258$2.6M0.32%
47SCHWAB STRATEGIC TR808524805108,904$2.5M0.32%
48ABBVIE INCABBV10,832$2.5M0.31%
49SELECT SECTOR SPDR TR81369Y8038,806$2.5M0.31%
50ORACLE CORPORCL-PD8,310$2.3M0.29%
51VISA INCV6,790$2.3M0.29%
52COCA COLA COKO33,102$2.2M0.27%
53INVESCO QQQ TRIVZ3,648$2.2M0.27%
54DELL TECHNOLOGIES INCDELL15,393$2.2M0.27%
55PEPSICO INCPEP15,197$2.1M0.27%
56ISHARES TR46428723439,085$2.1M0.26%
57HOME DEPOT INCHD4,703$1.9M0.24%
58ISHARES TR4642876144,019$1.9M0.23%
59NETFLIX INCNFLX1,523$1.8M0.23%
60TRAVELERS COMPANIES INCTRV6,434$1.8M0.22%
61SCHWAB STRATEGIC TR80852410266,151$1.7M0.21%
62ABBOTT LABSABLZF12,698$1.7M0.21%
63VANGUARD INDEX FDS9229086118,122$1.7M0.21%
64DISNEY WALT CO25468710614,525$1.7M0.21%
65PFIZER INCPFE64,271$1.6M0.20%
66LAM RESEARCH CORPLRCX11,821$1.6M0.20%
67MASTERCARD INCORPORATEDMA2,626$1.5M0.19%
68MERCK & CO INCMRK17,719$1.5M0.19%
69ADVANCED MICRO DEVICES INCAMD9,132$1.5M0.18%
70AMERICAN EXPRESS COAXP4,251$1.4M0.18%
71INTUITINTU2,011$1.4M0.17%
72SPDR GOLD TRGLD3,573$1.3M0.16%
73ISHARES TR46435U66328,141$1.3M0.16%
74COSTCO WHSL CORP NEW22160K1051,357$1.3M0.16%
75GILEAD SCIENCES INCGILD10,873$1.2M0.15%
76TESLA INCTSLA2,706$1.2M0.15%
77GOLDMAN SACHS GROUP INCGSCE1,502$1.2M0.15%
78WALMART INCWMT11,601$1.2M0.15%
79CATERPILLAR INCCAT2,500$1.2M0.15%
80UNION PAC CORPUNP5,007$1.2M0.15%
81INTERNATIONAL BUSINESS MACHSINTR4,159$1.2M0.15%
82INTEL CORPINTC34,786$1.2M0.15%
83VANGUARD INDEX FDS9229087514,587$1.2M0.15%
84LUMEN TECHNOLOGIES INCLUMN185,078$1.1M0.14%
85AUTOMATIC DATA PROCESSING INADP3,746$1.1M0.14%
86AT&T INCT-PC38,781$1.1M0.14%
87BLACKSTONE INCBX6,327$1.1M0.13%
88TJX COS INC NEW8725401097,417$1.1M0.13%
89EXXON MOBIL CORPXOM9,381$1.1M0.13%
90WELLTOWER INCWELL5,928$1.1M0.13%
91ISHARES TR4642875985,148$1.0M0.13%
92BOOKING HOLDINGS INCBKNG191$1.0M0.13%
93UBER TECHNOLOGIES INCUBER10,400$1.0M0.13%
94ASML HOLDING N VASMLF1,046$1.0M0.13%
95JOHNSON & JOHNSONJNJ5,433$1.0M0.13%
96VANGUARD INDEX FDS9229086373,250$1.0M0.12%
97VANGUARD INDEX FDS9229085953,347$996,0220.12%
98LOWES COS INC5486611073,890$977,6300.12%
99SALESFORCE INCCRM4,078$966,5450.12%
100QUALCOMM INCQCOM5,807$966,0050.12%
101MORGAN STANLEYMS-PQ6,045$960,8640.12%
102APPLIED MATLS INC0382221054,682$958,6740.12%
103BANK NEW YORK MELLON CORP0640581008,679$945,6130.12%
104SERVICENOW INCNOW1,016$935,0050.12%
105S&P GLOBAL INCSPGI1,908$928,5980.12%
106GE VERNOVA INCGEV1,470$903,9060.11%
107VERIZON COMMUNICATIONS INCVZ20,365$895,0410.11%
108ICICI BANK LIMITEDIBN28,960$875,4670.11%
109BOSTON SCIENTIFIC CORPBSX8,473$827,2190.10%
110PALO ALTO NETWORKS INCPANW4,056$825,8830.10%
111SONY GROUP CORPSNEJF28,410$817,9290.10%
112CITIGROUP INCC-PR8,047$816,7610.10%
113NIAGEN BIOSCIENCE INCNAGE85,000$793,0500.10%
114ARISTA NETWORKS INCANET5,431$791,3860.10%
115WABTEC9297401083,916$785,0630.10%
116BANCO BILBAO VIZCAYA ARGENTABBVXF40,123$772,3680.10%
117CHEVRON CORP NEWCVX4,887$758,8450.09%
118CAPITAL ONE FINL CORP14040H1053,545$753,7020.09%
119GRUPO CIBEST SACIB14,332$744,4050.09%
120DOVER CORPDOV4,448$742,0600.09%
121NEBIUS GROUP N.V.NBIS6,607$741,7680.09%
122SPDR INDEX SHS FDS78463X88917,156$734,1060.09%
123VANGUARD INDEX FDS9229086292,472$726,0590.09%
124PHILIP MORRIS INTL INC7181721094,446$721,1110.09%
125AGILENT TECHNOLOGIES INCA5,597$718,3330.09%
126VANGUARD SPECIALIZED FUNDS9219088443,322$716,9590.09%
127INTUITIVE SURGICAL INCISRG1,599$715,0660.09%
128BROADSTONE NET LEASE INCBNL39,942$713,7640.09%
129J P MORGAN EXCHANGE TRADED F46641Q65413,944$711,6880.09%
130CME GROUP INCCME2,632$711,1580.09%
131PNC FINL SVCS GROUP INC6934751053,519$707,0070.09%
132AMGEN INCAMGN2,471$697,2560.09%
133AMERICAN WTR WKS CO INC NEW0304201035,000$695,9580.09%
134SPROTT ASSET MANAGEMENT LPSII23,327$690,9460.09%
135T-MOBILE US INCTMUSZ2,866$685,9550.09%
136QUANTA SVCS INC74762E1021,628$674,6910.08%
137BALL CORPBALL13,259$668,5240.08%
138UNITEDHEALTH GROUP INCUNH1,925$664,8200.08%
139MATTHEWS INTL FDS57713062822,677$663,1940.08%
140SPDR S&P MIDCAP 400 ETF TRMDY1,111$662,1900.08%
141DOORDASH INCDASH2,370$644,6170.08%
142KLA CORPKLAC596$642,8750.08%
143ALLSTATE CORPALL-PJ2,968$637,0070.08%
144STERLING INFRASTRUCTURE INCSTRL1,868$634,5230.08%
145ENTERPRISE PRODS PARTNERS L29379210720,275$634,0000.08%
146VANGUARD INDEX FDS9229087361,314$630,1930.08%
147THERMO FISHER SCIENTIFIC INCTMO1,275$618,2440.08%
148STRYKER CORPORATIONSYK1,664$615,3070.08%
149RELIANCE INCRS2,187$614,3080.08%
150JOHNSON CTLS INTL PLCG515021055,551$610,3230.08%
151CISCO SYS INCCSCO8,862$606,3360.08%
152ASE TECHNOLOGY HLDG CO LTDASX54,080$599,7470.07%
153SCHWAB CHARLES CORPSCHW-PJ6,258$597,4120.07%
154NOMURA HLDGS INCNRSCF80,881$588,0060.07%
155RELX PLCRLXXF12,177$581,5590.07%
156SYSCO CORPSYY6,887$567,1010.07%
157HONEYWELL INTL INC4385161062,687$565,6960.07%
158ACCENTURE PLC IRELANDACN2,287$564,0710.07%
159ISHARES TR4642886614,704$562,1760.07%
160XYLEM INCXYL3,793$559,5310.07%
161WOORI FINL GROUP INC9810641089,962$559,3470.07%
162GRAINGER W W INC384802104585$557,6410.07%
163WIPRO LTDWIT209,429$550,7990.07%
164CBRE GROUP INCCBRE3,470$546,7340.07%
165MOODYS CORPMCO1,142$544,2790.07%
166ISHARES TR4642878044,570$543,0710.07%
167AUTODESK INCADSK1,697$539,0860.07%
168SYNOPSYS INCSNPS1,092$538,7820.07%
169DIGITALOCEAN HLDGS INCDOCN15,656$534,8090.07%
170CHUBB LIMITEDCB1,862$525,5500.07%
171ISHARES TR4642876221,406$513,8650.06%
172BRISTOL-MYERS SQUIBB COCELG-RI11,287$509,0380.06%
173PROGRESSIVE CORP7433151032,046$505,2990.06%
174VANGUARD INDEX FDS9229086522,410$504,5100.06%
175MERCADOLIBRE INCMELI214$500,1060.06%
176HSBC HLDGS PLCHBCYF6,988$496,0410.06%
177MICROVISION INC DELMVIS400,000$496,0000.06%
178HCA HEALTHCARE INCHCA1,148$489,2900.06%
179GSK PLCGLAXF11,217$484,1140.06%
180SPDR SERIES TRUST78464A7633,436$481,1600.06%
181VANGUARD WHITEHALL FDS9219464063,391$477,9620.06%
182US BANCORP DELUSB-PS9,888$477,9070.06%
183INVESCO EXCHANGE TRADED FD TIVZ2,470$468,6450.06%
184LOCKHEED MARTIN CORPLMT932$465,2640.06%
185EBAY INC.EBAY5,073$461,3920.06%
186SMUCKER J M CO8326964054,248$461,3040.06%
187TELEFONICA BRASIL SAVIV36,034$459,4340.06%
188ILLINOIS TOOL WKS INC4523081091,756$457,9360.06%
189INFOSYS LTDINFY27,639$449,6870.06%
190HONDA MOTOR LTDHNDAF14,595$449,5410.06%
191GE AEROSPACE3696043011,490$448,2330.06%
192CINTAS CORPCTAS2,153$441,9980.06%
193MICRON TECHNOLOGY INCMU2,640$441,7940.06%
194TRUIST FINL CORP89832Q1099,616$439,6570.05%
195RTX CORPORATIONRTX2,606$436,0950.05%
196ABRDN SILVER ETF TRUSTSIVR9,618$427,8090.05%
197TRANE TECHNOLOGIES PLCTT1,012$426,8170.05%
198FISERV INCFISV3,309$426,6300.05%
199PROLOGIS INC.PLDGP3,721$426,0760.05%
200GARMIN LTDGRMN1,724$424,5310.05%
201DEERE & CODE918$419,6170.05%
202SCHWAB STRATEGIC TR80852420115,451$406,9800.05%
203MCDONALDS CORPMCD1,328$403,4260.05%
204PTC INCPTC1,971$400,1530.05%
205FASTENAL COFAST8,042$394,3970.05%
206AMERICAN CENTY ETF TR02507A1016,578$394,2220.05%
207SIMON PPTY GROUP INC NEW8288061092,088$391,7790.05%
208ALIBABA GROUP HLDG LTDBBAAY2,191$391,6020.05%
209RPM INTL INC7496851033,321$391,5180.05%
210NOVARTIS AGNVSEF3,008$385,7260.05%
211REGENERON PHARMACEUTICALSREGN684$384,5930.05%
212SANOFI SASNYNF8,076$381,1880.05%
213PACCAR INCPCAR3,863$379,8190.05%
214SPOTIFY TECHNOLOGY S ASPOT540$376,9200.05%
215OTIS WORLDWIDE CORPOTIS4,105$375,3190.05%
216INTERCONTINENTAL EXCHANGE IN45866F1042,223$374,5570.05%
217CADENCE DESIGN SYSTEM INCCDNS1,065$374,0920.05%
218UNITED MICROELECTRONICS CORPUMC49,188$372,8420.05%
219SCHWAB STRATEGIC TR80852470611,098$370,3510.05%
220KB FINL GROUP INC48241A1054,413$365,8420.05%
221ISHARES TR4642871502,509$365,4360.05%
222ISHARES TR4642871763,282$365,0660.05%
223BROADRIDGE FINL SOLUTIONS IN11133T1031,531$364,6820.05%
224LIVE NATION ENTERTAINMENT INLYV2,206$360,4610.04%
225ISHARES INC46434G7645,295$357,4660.04%
226MOTOROLA SOLUTIONS INCMSI779$356,2350.04%
227ISHARES TR4642886386,500$351,5850.04%
228TAKE-TWO INTERACTIVE SOFTWARTTWO1,359$351,1120.04%
229VANGUARD WORLD FD92204A3062,789$351,0240.04%
230BP PLCBPPFF10,113$348,5110.04%
231FERGUSON ENTERPRISES INCFERG1,549$347,8660.04%
232BECTON DICKINSON & COBDX1,819$340,4630.04%
233INVESCO EXCHANGE TRADED FD TIVZ7,611$339,2870.04%
234SAP SESAPGF1,268$338,8750.04%
235AMERICAN INTL GROUP INC0268747844,287$336,6620.04%
236KEURIG DR PEPPER INCKDP12,979$331,0860.04%
237ALTRIA GROUP INCMO4,943$326,5040.04%
238UNILEVER PLCUNLYF5,493$325,6470.04%
239F N B CORP30252010120,166$324,8720.04%
240REALTY INCOME CORPO5,313$322,9900.04%
241HUBBELL INCHUBB747$321,2770.04%
242UNITED RENTALS INCURI335$319,8150.04%
243INVESCO EXCH TRADED FD TR IIIVZ4,343$319,0940.04%
244COLGATE PALMOLIVE COCL3,989$318,9060.04%
245VANGUARD WORLD FD92204A702424$316,5720.04%
246ROCKWELL AUTOMATION INCROK905$316,4380.04%
247VERISK ANALYTICS INCVRSK1,255$315,7620.04%
248KT CORPKT16,043$312,8410.04%
249KEYSIGHT TECHNOLOGIES INCKEYS1,780$311,3580.04%
250PAYCHEX INCPAYX2,419$306,5700.04%
251CARRIER GLOBAL CORPORATIONCARR5,086$303,6120.04%
252MORGAN STANLEY ETF TRUSTMS-PQ4,747$301,3990.04%
253COLUMBIA ETF TR II19762B2028,278$300,7400.04%
254DIGITAL RLTY TR INC2538681031,700$293,9260.04%
255WELLS FARGO CO NEW9497461013,484$291,9900.04%
256SELECT SECTOR SPDR TR81369Y6055,407$291,2810.04%
257VALMONT INDS INC920253101750$290,7980.04%
258LLOYDS BANKING GROUP PLCLLOBF62,797$285,0970.04%
259TAKEDA PHARMACEUTICAL CO LTDTKPHF19,458$284,8660.04%
260SHOPIFY INCSHOP1,915$284,5890.04%
261TE CONNECTIVITY PLCTEL1,290$283,2400.04%
262SCHWAB STRATEGIC TR80852460710,077$281,1440.04%
263CHENIERE ENERGY INCLNG1,196$281,1000.04%
264BIOGEN INCBIIB1,988$278,4800.03%
265FLEXSHARES TRFLEX1,407$277,7560.03%
266HDFC BANK LTDHDB8,103$276,7860.03%
267ISHARES INC4642865252,302$276,0560.03%
268TENARIS S A88031M1097,692$275,1260.03%
269ISHARES BITCOIN TRUST ETFIBIT4,191$272,4150.03%
270MPLX LPMPLXP5,376$268,5350.03%
271CROWDSTRIKE HLDGS INCCRWD546$267,7480.03%
272EATON CORP PLCETN699$261,6240.03%
273BANK AMERICA CORP0605051045,018$258,8930.03%
274COUPANG INCCPNG8,016$258,1160.03%
275EQUINIX INCEQIX329$257,8760.03%
276CHECK POINT SOFTWARE TECH LTM224651041,242$256,9830.03%
277SUMITOMO MITSUI FINL GROUP I86562M20915,344$256,8540.03%
278MONSTER BEVERAGE CORP NEWMNST3,761$253,1530.03%
279NEXTERA ENERGY INCNEE-PW3,327$251,1810.03%
280NXP SEMICONDUCTORS N VNXPI1,097$249,8200.03%
281DANAHER CORPORATION2358511021,249$247,6330.03%
282VULCAN MATLS CO929160109796$244,7970.03%
283PRUDENTIAL FINL INCPUKPF2,345$243,2710.03%
284WASTE CONNECTIONS INCWCN1,376$241,9010.03%
285ISHARES TR46429B6972,522$239,9440.03%
286FIDELITY WISE ORIGIN BITCOINFBTC2,378$237,3490.03%
287SNAP ON INCSNA683$236,6920.03%
288LG DISPLAY CO LTDLPL45,120$235,5270.03%
289GARTNER INCIT884$232,3780.03%
290CUMMINS INCCMI544$229,8290.03%
291GENERAL DYNAMICS CORPGD666$227,1060.03%
292CONSTELLATION BRANDS INCSTZ1,686$227,0710.03%
293VANGUARD SCOTTSDALE FDS92206C599771$226,7920.03%
294ECOLAB INCECL826$226,2570.03%
295ADOBE INCADBE641$226,1130.03%
296VANGUARD INTL EQUITY INDEX F9220427753,159$225,4860.03%
297VANGUARD SCOTTSDALE FDS92206C6642,303$225,3070.03%
298DIMENSIONAL ETF TRUST25434V5003,282$224,6860.03%
299MONDELEZ INTL INC6092071053,562$222,5480.03%
300COLUMBIA BKG SYS INC1972361028,567$220,5230.03%
301SCHWAB STRATEGIC TR8085247978,064$220,1520.03%
302VERTIV HOLDINGS COVRT1,440$217,2590.03%
303THE CIGNA GROUP125523100745$214,7500.03%
304FLUTTER ENTMT PLCG3643J108840$213,3600.03%
305MEDTRONIC PLCMDT2,225$211,9090.03%
306BLACKROCK INCBLK181$211,0890.03%
307METLIFE INCMET-PF2,558$210,7370.03%
308STRATEGY INCSTRK652$210,0810.03%
309DIMENSIONAL ETF TRUST25434V2035,774$209,8850.03%
310AMERICAN TOWER CORP NEW03027X1001,077$207,1310.03%
311NASDAQ INCNDAQ2,336$206,6200.03%
312CONAGRA BRANDS INCCAG11,277$206,4820.03%
313CENCORA INCCOR656$205,0240.03%
314BAIDU INCBAIDF1,537$202,5310.03%
315DUPONT DE NEMOURS INCDD2,590$201,7700.03%
316HERSHEY COHSY1,077$201,4530.03%
317U HAUL HOLDING COMPANYUHAL-B3,957$201,4120.03%
318ISHARES TR4642888851,767$201,1750.03%
319GERDAU SAGGB51,269$158,9340.02%
320BANCO SANTANDER S.A.BCDRF11,125$116,5960.01%
321AMBEV SAABEV47,514$105,9570.01%
322NOKIA CORPNOKBF17,189$82,6790.01%
323TELEFONICA S ATELFY14,521$73,7670.01%
324GRAB HOLDINGS LIMITEDGRABW10,063$60,5800.01%