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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 Q4 2025 · Filed January 23, 2026 · Accession 0001512601-26-000003

Total Value
$833.4M
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200182,892$125.3M15.03%
2AMERICAN CENTY ETF TR025072703623,903$51.4M6.16%
3AMERICAN CENTY ETF TR025072885363,168$40.6M4.87%
4VANGUARD SCOTTSDALE FDS92206C706564,060$33.8M4.06%
5SPDR S&P 500 ETF TRSPY46,601$31.8M3.81%
6VANGUARD MUN BD FDS922907746615,573$31.0M3.71%
7ISHARES TR46435G326340,665$28.1M3.37%
8APPLE INCAAPL96,807$26.3M3.16%
9TRIMBLE INCTRMB211,188$16.5M1.99%
10ISHARES TR464289867247,812$16.1M1.93%
11AMERICAN CENTY ETF TR025072604208,668$16.1M1.93%
12ISHARES INC46434G103228,696$15.4M1.84%
13NVIDIA CORPORATIONNVDA68,128$12.7M1.52%
14ISHARES GOLD TRIAU154,247$12.5M1.50%
15AMERICAN CENTY ETF TR025072372193,168$11.3M1.35%
16ISHARES TR46432F842125,622$11.2M1.35%
17ISHARES TR46428841499,354$10.6M1.28%
18VANGUARD TAX-MANAGED FDS921943858151,550$9.5M1.14%
19AMERICAN CENTY ETF TR02507287791,786$9.4M1.12%
20ALPHABET INCGOOG29,343$9.2M1.10%
21ISHARES TR46434V46439,542$9.1M1.09%
22VANGUARD INDEX FDS92290876926,528$8.9M1.07%
23BLUEROCK PVT REAL ESTATE FD09631P102552,074$8.3M0.99%
24VANGUARD INDEX FDS92290836311,776$7.4M0.89%
25VANGUARD WORLD FD92191073360,102$7.3M0.87%
26MICROSOFT CORPMSFT13,976$6.8M0.81%
27AMAZON COM INCAMZN25,472$5.9M0.71%
28ISHARES TR46428746557,918$5.6M0.67%
29ALPHABET INCGOOG17,345$5.4M0.65%
30ISHARES TR46435G51657,073$5.4M0.65%
31VANGUARD WORLD FD92191084036,420$5.1M0.62%
32BROADCOM INCAVGO14,010$4.8M0.58%
33ISHARES TR46428750771,921$4.7M0.57%
34ISHARES TR46428765518,501$4.6M0.55%
35ISHARES TR46428825731,026$4.4M0.53%
36NUSHARES ETF TRNU91,110$4.1M0.49%
37PALANTIR TECHNOLOGIES INCPLTR22,001$3.9M0.47%
38ELI LILLY & COLLY3,621$3.9M0.47%
39NUSHARES ETF TRNU82,832$3.7M0.44%
40PROCTER AND GAMBLE CO74271810925,450$3.6M0.44%
41JPMORGAN CHASE & CO.VYLD11,319$3.6M0.44%
42META PLATFORMS INCMETA5,099$3.4M0.40%
43ISHARES TR46436E56962,780$3.3M0.40%
44TAIWAN SEMICONDUCTOR MFG LTD8740391009,756$3.0M0.36%
45VANGUARD INTL EQUITY INDEX F92204274220,147$2.8M0.34%
46DELL TECHNOLOGIES INCDELL21,254$2.7M0.32%
47VANGUARD INTL EQUITY INDEX F92204285848,954$2.6M0.32%
48SCHWAB STRATEGIC TR808524805106,321$2.6M0.31%
49BERKSHIRE HATHAWAY INC DELBRK-A5,063$2.5M0.31%
50SELECT SECTOR SPDR TR81369Y80317,612$2.5M0.30%
51VISA INCV6,797$2.4M0.29%
52ABBVIE INCABBV10,327$2.4M0.28%
53LINDE PLCLIN5,441$2.3M0.28%
54COCA COLA COKO31,061$2.2M0.26%
55ISHARES TR46428723438,930$2.1M0.26%
56PEPSICO INCPEP14,420$2.1M0.25%
57INVESCO QQQ TRIVZ3,288$2.0M0.24%
58LAM RESEARCH CORPLRCX11,620$2.0M0.24%
59MERCK & CO INCMRK18,663$2.0M0.24%
60ISHARES TR4642876144,024$1.9M0.23%
61TRAVELERS COMPANIES INCTRV6,239$1.8M0.22%
62ADVANCED MICRO DEVICES INCAMD8,308$1.8M0.21%
63SCHWAB STRATEGIC TR80852410263,593$1.7M0.20%
64DISNEY WALT CO25468710614,424$1.6M0.20%
65AMERICAN EXPRESS COAXP4,282$1.6M0.19%
66ORACLE CORPORCL-PD7,981$1.6M0.19%
67HOME DEPOT INCHD4,425$1.5M0.18%
68ABBOTT LABSABLZF12,116$1.5M0.18%
69MASTERCARD INCORPORATEDMA2,626$1.5M0.18%
70MATTHEWS INTL FDS57713062852,158$1.5M0.18%
71VANGUARD INDEX FDS9229086116,860$1.5M0.17%
72SPDR GOLD TRGLD3,646$1.4M0.17%
73PFIZER INCPFE57,755$1.4M0.17%
74NETFLIX INCNFLX14,921$1.4M0.17%
75ISHARES TR46435U66330,091$1.4M0.17%
76CATERPILLAR INCCAT2,413$1.4M0.17%
77GILEAD SCIENCES INCGILD10,854$1.3M0.16%
78TJX COS INC NEW8725401098,644$1.3M0.16%
79GOLDMAN SACHS GROUP INCGSCE1,496$1.3M0.16%
80WALMART INCWMT11,461$1.3M0.15%
81INTUITINTU1,925$1.3M0.15%
82TESLA INCTSLA2,738$1.2M0.15%
83INTERNATIONAL BUSINESS MACHSINTR4,154$1.2M0.15%
84APPLIED MATLS INC0382221054,740$1.2M0.15%
85SALESFORCE INCCRM4,593$1.2M0.15%
86LUMEN TECHNOLOGIES INCLUMN152,578$1.2M0.14%
87WELLTOWER INCWELL6,300$1.2M0.14%
88INTEL CORPINTC31,577$1.2M0.14%
89SYNOPSYS INCSNPS2,417$1.1M0.14%
90VANGUARD INDEX FDS9229087514,385$1.1M0.14%
91ASML HOLDING N VASMLF1,038$1.1M0.13%
92UNION PAC CORPUNP4,767$1.1M0.13%
93JOHNSON & JOHNSONJNJ5,305$1.1M0.13%
94COSTCO WHSL CORP NEW22160K1051,267$1.1M0.13%
95ISHARES TR4642875985,148$1.1M0.13%
96MORGAN STANLEYMS-PQ6,065$1.1M0.13%
97BANK NEW YORK MELLON CORP0640581008,922$1.0M0.12%
98BOOKING HOLDINGS INCBKNG192$1.0M0.12%
99VANGUARD INDEX FDS9229086373,250$1.0M0.12%
100EXXON MOBIL CORPXOM8,429$1.0M0.12%
101S&P GLOBAL INCSPGI1,930$1.0M0.12%
102QUALCOMM INCQCOM5,887$1.0M0.12%
103VANGUARD INDEX FDS9229085953,315$1.0M0.12%
104CAPITAL ONE FINL CORP14040H1054,000$969,3470.12%
105AUTOMATIC DATA PROCESSING INADP3,723$957,5860.11%
106CITIGROUP INCC-PR8,028$936,8400.11%
107AT&T INCT-PC37,643$935,0480.11%
108INTUITIVE SURGICAL INCISRG1,649$933,8580.11%
109GE VERNOVA INCGEV1,422$929,3910.11%
110BLACKSTONE INCBX6,018$927,6520.11%
111BANCO BILBAO VIZCAYA ARGENTABBVXF38,805$904,5450.11%
112GRUPO CIBEST SACIB14,149$900,0180.11%
113NIAGEN BIOSCIENCE INCNAGE141,000$896,7600.11%
114THERMO FISHER SCIENTIFIC INCTMO1,532$887,5630.11%
115DOVER CORPDOV4,477$874,0900.10%
116ASE TECHNOLOGY HLDG CO LTDASX53,998$869,3670.10%
117WABTEC9297401083,983$850,2310.10%
118ICICI BANK LIMITEDIBN28,179$839,7400.10%
119UBER TECHNOLOGIES INCUBER10,040$820,3350.10%
120AMGEN INCAMGN2,476$810,3770.10%
121MICRON TECHNOLOGY INCMU2,801$799,3060.10%
122CME GROUP INCCME2,917$796,5020.10%
123UNITEDHEALTH GROUP INCUNH2,365$780,5700.09%
124VERIZON COMMUNICATIONS INCVZ19,040$775,4890.09%
125SPROTT ASSET MANAGEMENT LPSII23,327$770,2580.09%
126LOWES COS INC5486611073,171$764,7700.09%
127AGILENT TECHNOLOGIES INCA5,620$764,7050.09%
128BOSTON SCIENTIFIC CORPBSX8,000$762,8000.09%
129ABRDN SILVER ETF TRUSTSIVR11,273$762,5060.09%
130DIGITALOCEAN HLDGS INCDOCN15,656$753,3670.09%
131PNC FINL SVCS GROUP INC6934751053,562$743,5250.09%
132CHEVRON CORP NEWCVX4,845$738,3780.09%
133SPDR INDEX SHS FDS78463X88916,461$731,0340.09%
134NOMURA HLDGS INCNRSCF85,720$719,1940.09%
135PALO ALTO NETWORKS INCPANW3,894$717,2750.09%
136PHILIP MORRIS INTL INC7181721094,429$710,3910.09%
137KLA CORPKLAC574$697,4950.08%
138BROADSTONE NET LEASE INCBNL39,942$693,7930.08%
139WIPRO LTDWIT244,156$693,4040.08%
140ISHARES U S ETF TR46431W83813,737$691,2460.08%
141QUANTA SVCS INC74762E1021,636$690,5120.08%
142CISCO SYS INCCSCO8,903$685,7840.08%
143BALL CORPBALL12,672$671,2440.08%
144JOHNSON CTLS INTL PLCG515021055,592$669,6550.08%
145RELIANCE INCRS2,316$668,9960.08%
146ISHARES TR4642886615,585$666,5700.08%
147WOORI FINL GROUP INC98106410811,234$660,4470.08%
148CHUBB LIMITEDCB2,110$658,5740.08%
149ARISTA NETWORKS INCANET4,998$654,9200.08%
150ENTERPRISE PRODS PARTNERS L29379210720,382$653,4510.08%
151SERVICENOW INCNOW4,238$649,2200.08%
152VANGUARD SPECIALIZED FUNDS9219088442,939$645,9780.08%
153SCHWAB CHARLES CORPSCHW-PJ6,445$643,9520.08%
154INFOSYS LTDINFY35,632$634,9700.08%
155SONY GROUP CORPSNEJF24,248$620,7380.07%
156ACCENTURE PLC IRELANDACN2,297$616,2830.07%
157HCA HEALTHCARE INCHCA1,270$592,9280.07%
158BRISTOL-MYERS SQUIBB COCELG-RI10,938$590,0160.07%
159MOODYS CORPMCO1,150$587,6880.07%
160PROLOGIS INC.PLDGP4,559$581,9590.07%
161WW GRAINGER INC384802104575$580,3780.07%
162SPDR S&P MIDCAP 400 ETF TRMDY960$579,1490.07%
163ALLSTATE CORPALL-PJ2,767$575,8790.07%
164US BANCORP DELUSB-PS10,742$573,1780.07%
165STRYKER CORPORATIONSYK1,615$567,5060.07%
166T-MOBILE US INCTMUSZ2,782$564,9050.07%
167CBRE GROUP INCCBRE3,497$562,2830.07%
168REGENERON PHARMACEUTICALSREGN726$560,4130.07%
169VANGUARD INDEX FDS9229087361,127$550,0010.07%
170GSK PLCGLAXF11,059$542,3420.07%
171ISHARES TR4642878044,510$542,0700.07%
172AMERICAN WTR WKS CO INC NEW0304201034,145$540,9720.06%
173STERLING INFRASTRUCTURE INCSTRL1,763$539,8840.06%
174HSBC HLDGS PLCHBCYF6,791$534,2100.06%
175VANGUARD INDEX FDS9229086291,821$528,4710.06%
176ISHARES TR4642876221,406$525,0570.06%
177PACCAR INCPCAR4,694$514,0120.06%
178HONEYWELL INTL INC4385161062,595$506,3210.06%
179VANGUARD INDEX FDS9229086522,410$503,9800.06%
180AUTODESK INCADSK1,700$503,2170.06%
181MONSTER BEVERAGE CORP NEWMNST6,363$487,8520.06%
182RTX CORPORATIONRTX2,621$480,7380.06%
183SPDR SERIES TRUST78464A7633,440$478,6990.06%
184NEBIUS GROUP N.V.NBIS5,717$478,5420.06%
185PROGRESSIVE CORP7433151032,080$473,7050.06%
186INVESCO EXCHANGE TRADED FD TIVZ2,470$473,2400.06%
187TRUIST FINL CORP89832Q1099,594$472,1220.06%
188VANGUARD WHITEHALL FDS9219464063,263$468,3060.06%
189XYLEM INCXYL3,437$468,0620.06%
190DOORDASH INCDASH2,017$456,8110.05%
191SYSCO CORPSYY6,094$449,0800.05%
192MERCADOLIBRE INCMELI220$443,1380.05%
193LOCKHEED MARTIN CORPLMT910$440,1400.05%
194RELX PLCRLXXF10,851$438,5850.05%
195TELEFONICA BRASIL SAVIV36,804$436,4910.05%
196NOVARTIS AGNVSEF3,143$433,3040.05%
197SCHWAB STRATEGIC TR80852420115,395$414,2700.05%
198DEERE & CODE872$405,9200.05%
199UNITED MICROELECTRONICS CORPUMC51,573$405,3610.05%
200GE AEROSPACE3696043011,308$402,9170.05%
201KEYSIGHT TECHNOLOGIES INCKEYS1,969$400,0820.05%
202AMERICAN CENTY ETF TR02507A1016,218$396,5260.05%
203KB FINL GROUP INC48241A1054,570$393,1810.05%
204EBAY INC.EBAY4,490$391,0840.05%
205TAKE-TWO INTERACTIVE SOFTWARTTWO1,523$389,9340.05%
206SIMON PPTY GROUP INC NEW8288061092,094$387,5710.05%
207ISHARES INC46434G7645,295$384,8410.05%
208MCDONALDS CORPMCD1,250$382,1700.05%
209AMERICAN INTL GROUP INC0268747844,357$372,7440.04%
210ILLINOIS TOOL WKS INC4523081091,483$365,3110.04%
211ISHARES TR4642871763,318$364,6820.04%
212FERGUSON ENTERPRISES INCFERG1,627$362,2720.04%
213BP PLCBPPFF10,113$351,2420.04%
214VANGUARD WORLD FD92204A3062,789$351,1910.04%
215DANAHER CORPORATION2358511021,531$350,4910.04%
216ISHARES TR4642886386,500$350,2200.04%
217HONDA MOTOR LTDHNDAF11,802$347,9240.04%
218INVESCO EXCHANGE TRADED FD TIVZ7,615$346,5450.04%
219F N B CORP30252010120,166$344,8420.04%
220HUBBELL INCHUBB769$341,4020.04%
221CINTAS CORPCTAS1,811$340,5210.04%
222CADENCE DESIGN SYSTEM INCCDNS1,083$338,5250.04%
223ROCKWELL AUTOMATION INCROK869$338,2890.04%
224LLOYDS BANKING GROUP PLCLLOBF63,438$336,2200.04%
225BIOGEN INCBIIB1,909$335,9650.04%
226SCHWAB STRATEGIC TR80852470610,178$333,3460.04%
227MICROVISION INC DELMVIS400,000$331,2400.04%
228COLGATE PALMOLIVE COCL4,186$330,8020.04%
229CROWDSTRIKE HLDGS INCCRWD703$329,5390.04%
230ISHARES TR4642871502,201$327,2670.04%
231DIGITAL RLTY TR INC2538681032,111$326,6200.04%
232WELLS FARGO CO NEW9497461013,461$322,5790.04%
233VANGUARD WORLD FD92204A702424$319,6030.04%
234ALIBABA GROUP HLDG LTDBBAAY2,179$319,4010.04%
235SHOPIFY INCSHOP1,977$318,2380.04%
236HILTON WORLDWIDE HLDGS INCHLT1,105$317,4120.04%
237INTERCONTINENTAL EXCHANGE IN45866F1041,936$313,5860.04%
238INVESCO EXCH TRADED FD TR IIIVZ4,350$310,6520.04%
239TRANE TECHNOLOGIES PLCTT791$307,7100.04%
240OTIS WORLDWIDE CORPOTIS3,495$305,2690.04%
241TENARIS S A88031M1097,924$304,6940.04%
242KT CORPKT15,987$303,2800.04%
243VALMONT INDS INC920253101750$301,7400.04%
244MORGAN STANLEY ETF TRUSTMS-PQ4,678$300,0010.04%
245COLUMBIA ETF TR II19762B2027,780$298,4410.04%
246SELECT SECTOR SPDR TR81369Y6055,418$296,7420.04%
247UNILEVER PLCUNLYF4,529$296,1970.04%
248REALTY INCOME CORPO5,208$293,5740.04%
249LIVE NATION ENTERTAINMENT INLYV2,056$292,9800.04%
250FLEXSHARES TRFLEX1,407$288,8250.03%
251TE CONNECTIVITY PLCTEL1,266$288,0880.03%
252HDFC BANK LTDHDB7,866$287,4100.03%
253MPLX LPMPLXP5,376$286,9210.03%
254SAP SESAPGF1,178$286,1960.03%
255ALTRIA GROUP INCMO4,924$283,9270.03%
256SUMITOMO MITSUI FINL GROUP I86562M20914,528$280,8340.03%
257MOTOROLA SOLUTIONS INCMSI729$279,4470.03%
258BROADRIDGE FINL SOLUTIONS IN11133T1031,246$278,1760.03%
259HALLIBURTON COHAL9,805$277,1010.03%
260BANK AMERICA CORP0605051045,004$275,2420.03%
261CUMMINS INCCMI539$275,2110.03%
262SANOFI SASNYNF5,667$274,6230.03%
263SCHWAB STRATEGIC TR8085246079,635$274,4080.03%
264ISHARES INC4642865252,302$273,3630.03%
265PRUDENTIAL FINL INCPUKPF2,389$269,6710.03%
266NEXTERA ENERGY INCNEE-PW3,313$266,0040.03%
267UNITED RENTALS INCURI328$265,4620.03%
268SMUCKER J M CO8326964052,702$264,3120.03%
269BECTON DICKINSON & COBDX1,336$259,2780.03%
270PENTAIR PLCPNR2,488$259,1090.03%
271ADOBE INCADBE720$251,9930.03%
272SNAP ON INCSNA725$249,8490.03%
273PAYCHEX INCPAYX2,224$249,4940.03%
274COLUMBIA BKG SYS INC1972361028,568$239,4840.03%
275NXP SEMICONDUCTORS N VNXPI1,099$238,5490.03%
276PTC INCPTC1,364$237,6230.03%
277VANGUARD INTL EQUITY INDEX F9220427753,199$235,2990.03%
278METLIFE INCMET-PF2,975$234,8630.03%
279MCCORMICK & CO INCMKC-V3,426$233,3450.03%
280ROCKET LAB CORPRKLB3,343$233,2080.03%
281CHECK POINT SOFTWARE TECH LTM224651041,255$232,8780.03%
282FASTENAL COFAST5,797$232,6470.03%
283VULCAN MATLS CO929160109814$232,1350.03%
284VANGUARD SCOTTSDALE FDS92206C599771$231,4230.03%
285RPM INTL INC7496851032,215$230,3880.03%
286IQVIA HLDGS INCIQV1,019$229,6930.03%
287VANGUARD SCOTTSDALE FDS92206C6642,304$229,3190.03%
288VERTIV HOLDINGS COVRT1,407$227,9800.03%
289GENERAL DYNAMICS CORPGD667$224,5530.03%
290VERISK ANALYTICS INCVRSK993$222,2340.03%
291WASTE CONNECTIONS INCWCN1,264$221,6560.03%
292CENCORA INCCOR656$221,5700.03%
293DOLLAR TREE INCDLTR1,796$220,9260.03%
294DIMENSIONAL ETF TRUST25434V2035,774$220,0480.03%
295CONSTELLATION BRANDS INCSTZ1,589$219,2190.03%
296SCHWAB STRATEGIC TR8085247977,978$218,8250.03%
297ABRDN PLATINUM ETF TRUSTPPLT1,173$218,6830.03%
298CARRIER GLOBAL CORPORATIONCARR4,122$217,7960.03%
299TAKEDA PHARMACEUTICAL CO LTDTKPHF13,878$216,3590.03%
300KEURIG DR PEPPER INCKDP7,720$216,2380.03%
301SPOTIFY TECHNOLOGY S ASPOT372$216,0250.03%
302BAIDU INCBAIDF1,651$215,7200.03%
303CHUNGHWA TELECOM CO LTDCHT5,142$214,4760.03%
304NASDAQ INCNDAQ2,198$213,4920.03%
305SEMPRASREA2,399$211,8250.03%
306COGNIZANT TECHNOLOGY SOLUTIOCTSH2,546$211,3180.03%
307EATON CORP PLCETN659$209,9230.03%
308EXELON CORPEXC4,805$209,4500.03%
309GARTNER INCIT822$207,3750.02%
310MEDTRONIC PLCMDT2,158$207,2980.02%
311CSX CORPCSX5,716$207,2160.02%
312HERSHEY COHSY1,132$206,0180.02%
313AERCAP HOLDINGS NVAER1,431$205,7280.02%
314GERDAU SAGGB53,697$198,1420.02%
315LG DISPLAY CO LTDLPL46,411$195,3910.02%
316BANCO SANTANDER SABCDRF12,197$143,0670.02%
317EXCHANGE LISTED FDS TR30151E723139,000$139,0000.02%
318NOKIA CORPNOKBF21,152$136,8540.02%
319AMBEV SAABEV36,248$89,5330.01%
320GRAB HOLDINGS LIMITEDGRABW16,373$81,7020.01%
321TELEFONICA S ATELFY16,701$67,6400.01%
322CIA ENERGETICA DE MINAS GERA20440960116,506$33,0120.00%