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Portfolio (Quarterly) Guide ↗

Selective Wealth Management, Inc.

· CIK 0001755670
13F Portfolio $381M AUM 136 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 47 Added 38 Reduced 5 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 2,542.0 $365K 0.10% +41.0 +1.6% $143.59 +20.4%
42 PGR PROGRESSIVE CORP Financial Services 1,477.0 $307K 0.08% +42.0 +2.9% $207.90 -0.3%
43 CVX CHEVRON CORPORATION Energy 1,601.0 $300K 0.08% +155.0 +10.7% $187.40 +9.8%
44 WM WASTE MGMT INC DEL Industrials 1,160.0 $278K 0.07% +115.0 +11.0% $239.39 -6.6%
45 MTUM ISHARES TR 826.0 $250K 0.07% +32.0 +4.0% $302.25 +3.2%
46 BX BLACKSTONE INC Financial Services 1,963.0 $249K 0.07% +208.0 +11.8% $126.90 +10.8%
47 IJR ISHARES TR 1,596.0 $233K 0.06% +53.0 +3.4% $146.05 +1.1%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.0%
Communication Services 18.6%
Financial Services 18.4%
Healthcare 6.3%
Consumer Cyclical 2.9%
Energy 2.8%
Consumer Defensive 1.6%
Real Estate 1.0%
Industrials 0.4%