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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  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 20,809.0 $7.6M 2.00% -4K -15.0% $367.02 +3.3%
2 WCLD WISDOMTREE TR 206,798.0 $7.2M 1.89% -3K -1.6% $34.79 +15.6%
3 IVV ISHARES TR 9,468.0 $7.1M 1.85% -71.0 -0.7% $746.73 +3.2%
4 JEPI J P MORGAN EXCHANGE TRADED F 107,068.0 $6.1M 1.59% -4K -3.6% $56.55 +2.3%
5 OKTA OKTA INC Technology 29,609.0 $4.4M 1.16% -393.0 -1.3% $149.35 -3.6%
6 DOCU DOCUSIGN INC Technology 67,719.0 $3.6M 0.94% -2K -2.3% $52.74 +13.8%
7 CRM SALESFORCE INC Technology 19,237.0 $3.3M 0.86% -397.0 -2.0% $170.77 +14.9%
8 VEEV VEEVA SYS INC Healthcare 16,577.0 $3.2M 0.85% -730.0 -4.2% $195.38 +24.2%
9 GTLB GITLAB INC Technology 89,159.0 $2.9M 0.77% -6K -6.7% $32.72 +26.8%
10 NOW SERVICENOW INC Technology 19,576.0 $2.0M 0.53% -728.0 -3.6% $103.24 +15.7%
11 TWLO TWILIO INC Communication Services 8,694.0 $1.8M 0.47% -43K -83.2% $206.78 +12.2%
12 DFAU DIMENSIONAL ETF TRUST 32,436.0 $1.7M 0.44% -8K -19.7% $51.51 +3.2%
13 ESGV VANGUARD WORLD FD 12,446.0 $1.6M 0.43% -1K -8.4% $131.55 +3.0%
14 BSV VANGUARD BD INDEX FDS 18,851.0 $1.5M 0.38% -1K -6.8% $77.69 -0.1%
15 SOXX ISHARES TR 2,254.0 $1.2M 0.31% -747.0 -24.9% $521.81 +1.8%
16 BERKSHIRE HATHAWAY INC DEL 1,754.0 $861K 0.23% -134.0 -7.1% $490.90
17 AVDV AMERICAN CENTY ETF TR 8,191.0 $840K 0.22% -146.0 -1.8% $102.56 +7.0%
18 SPYD SPDR SERIES TRUST 15,711.0 $776K 0.20% -1K -6.1% $49.39 +1.1%
19 VO VANGUARD INDEX FDS 8,563.0 $687K 0.18% -557.0 -6.1% $80.24 +3.6%
20 DFAI DIMENSIONAL ETF TRUST 16,438.0 $680K 0.18% -2K -11.3% $41.35 +3.7%
Page 1 of 2  ·  38 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%