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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMSB JOHN MARSHALL BANCORP INC Financial Services 41,103.0 $912K 0.24% NEW $22.18 +4.6%
2 AMGN AMGEN INC Healthcare 1,608.0 $589K 0.15% NEW $366.37 +16.5%
3 FAF FIRST AMERN FINL CORP Financial Services 7,808.0 $570K 0.15% NEW $73.03 -0.2%
4 DXUV DIMENSIONAL ETF TRUST 7,017.0 $473K 0.12% NEW $67.34 +3.8%
5 VGSH VANGUARD SCOTTSDALE FDS 8,120.0 $472K 0.12% NEW $58.13 +0.0%
6 SNDK SANDISK CORP Technology 310.0 $421K 0.11% NEW $1356.96 +18.6%
7 MCD MCDONALDS CORP Consumer Cyclical 988.0 $264K 0.07% NEW $267.65 +0.4%
8 AMD ADVANCED MICRO DEVICES INC Technology 514.0 $255K 0.07% NEW $495.98 -3.4%
9 IBB ISHARES TR 1,200.0 $228K 0.06% NEW $189.76 +7.3%
10 MRK MERCK & CO INC Healthcare 1,779.0 $227K 0.06% NEW $127.52 +6.1%
11 HD HOME DEPOT INC Consumer Cyclical 646.0 $219K 0.06% NEW $339.03 -0.1%
12 TSLA TESLA INC Consumer Cyclical 575.0 $219K 0.06% NEW $380.77 -11.4%
13 XVV ISHARES TR 3,845.0 $218K 0.06% NEW $56.82 +3.3%
14 ABBV ABBVIE INC Healthcare 857.0 $218K 0.06% NEW $254.35 +1.2%
15 VLUE ISHARES TR 1,146.0 $217K 0.06% NEW $189.35 +6.1%
16 IYW ISHARES TR 890.0 $213K 0.06% NEW $239.15 +4.3%
17 ITA ISHARES TR 909.0 $210K 0.06% NEW $230.68 +9.1%
18 SPYG SPDR SERIES TRUST 1,769.0 $206K 0.05% NEW $116.28 +4.0%
19 WDC WESTERN DIGITAL CORP Technology 428.0 $204K 0.05% NEW $477.63 +4.6%
20 CSCO CISCO SYS INC Technology 1,809.0 $202K 0.05% NEW $111.91 -0.5%
Page 1 of 2  ·  21 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%