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Portfolio (Quarterly) Guide ↗

Selective Wealth Management, Inc.

· CIK 0001755670
13F Portfolio $338M AUM 120 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 30 Added 43 Reduced 9 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 5,837.0 $1.3M 0.38% -1K -17.3% $222.04 +8.3%
22 XOM EXXON MOBIL CORP Energy 7,366.0 $1.1M 0.34% -43.0 -0.6% $154.67 -11.1%
23 BERKSHIRE HATHAWAY INC DEL 1,888.0 $898K 0.27% -58.0 -3.0% $475.39
24 DIA STATE STR SPDR DOW JONES IND Financial Services 1,796.0 $877K 0.26% -394.0 -18.0% $488.54 +6.3%
25 WMT WALMART INC Consumer Defensive 6,002.0 $768K 0.23% -488.0 -7.5% $128.02 -9.6%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 3,239.0 $736K 0.22% -38.0 -1.2% $227.13 +13.7%
27 DVY ISHARES TR 4,323.0 $661K 0.20% -150.0 -3.4% $153.01 +2.6%
28 AMAT APPLIED MATLS INC Technology 1,724.0 $660K 0.20% -13.0 -0.8% $382.69 +74.6%
29 XLG INVESCO EXCHANGE TRADED FD T 10,309.0 $624K 0.18% -500.0 -4.6% $60.57 -1.7%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 553.0 $552K 0.16% -115.0 -17.2% $998.97 -5.7%
31 PYPL PAYPAL HLDGS INC Financial Services 10,426.0 $531K 0.16% -2K -13.5% $50.94 -16.8%
32 SDY SPDR SERIES TRUST 3,405.0 $503K 0.15% -145.0 -4.1% $147.72 +3.0%
33 BAC BANK AMERICA CORP Financial Services 8,941.0 $473K 0.14% -102.0 -1.1% $52.88 +10.0%
34 NFLX NETFLIX INC. Communication Services 4,786.0 $441K 0.13% -78.0 -1.6% $92.13 -23.0%
35 OKE ONEOK INC NEW Energy 4,555.0 $407K 0.12% -670.0 -12.8% $89.32 +0.2%
36 IJH ISHARES TR 5,626.0 $403K 0.12% -247.0 -4.2% $71.57 +6.8%
37 SCHA SCHWAB STRATEGIC TR 9,942.0 $316K 0.09% -1K -11.7% $31.75 +12.3%
38 FIW FIRST TR EXCHANGE-TRADED FD 2,854.0 $302K 0.09% -425.0 -13.0% $105.65 +3.5%
39 PGR PROGRESSIVE CORP Financial Services 1,435.0 $288K 0.09% -27.0 -1.9% $200.66 +7.4%
40 SCHI SCHWAB STRATEGIC TR 11,479.0 $260K 0.08% -3K -22.8% $22.66 +0.1%
Page 2 of 3  ·  43 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 44.0%
Communication Services 27.3%
Financial Services 15.9%
Healthcare 4.3%
Energy 2.5%
Consumer Cyclical 2.0%
Consumer Defensive 1.8%
Real Estate 1.8%
Industrials 0.3%