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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 3,154.0 $671K 0.18% -85.0 -2.6% $212.66 +9.4%
22 INTC INTEL CORP Technology 6,605.0 $628K 0.17% -31K -82.4% $95.03 +1.7%
23 WMT WALMART INC Consumer Defensive 5,487.0 $627K 0.16% -515.0 -8.6% $114.25 +0.8%
24 DVY ISHARES TR 3,803.0 $615K 0.16% -520.0 -12.0% $161.84 +1.9%
25 AVUV AMERICAN CENTY ETF TR 4,857.0 $609K 0.16% -529.0 -9.8% $125.35 +1.1%
26 PYPL PAYPAL HLDGS INC Financial Services 10,134.0 $573K 0.15% -292.0 -2.8% $56.56 +6.8%
27 BAC BANK OF AMER CORP Financial Services 8,769.0 $537K 0.14% -172.0 -1.9% $61.27 +4.8%
28 SDY SPDR SERIES TRUST 3,369.0 $522K 0.14% -36.0 -1.1% $154.81 +1.8%
29 SCHM SCHWAB STRATEGIC TR 14,841.0 $519K 0.14% -1K -7.4% $34.99 +3.0%
30 DFSV DIMENSIONAL ETF TRUST 12,834.0 $507K 0.13% -335.0 -2.5% $39.52 +2.0%
31 AGG ISHARES TR 5,029.0 $494K 0.13% -123.0 -2.4% $98.20 -0.9%
32 DFAE DIMENSIONAL ETF TRUST 12,232.0 $457K 0.12% -2K -12.3% $37.37 +3.4%
33 VB VANGUARD INDEX FDS 1,499.0 $444K 0.12% -30.0 -2.0% $296.23 +2.5%
34 PDP INVESCO EXCHANGE TRADED FD T 2,500.0 $338K 0.09% -298.0 -10.7% $135.04 +3.6%
35 SCHA SCHWAB STRATEGIC TR 9,663.0 $329K 0.09% -279.0 -2.8% $34.05 +2.8%
36 FIDU FIDELITY COVINGTON TRUST 2,442.0 $233K 0.06% -51.0 -2.0% $95.47 +2.1%
37 SCHI SCHWAB STRATEGIC TR 9,731.0 $218K 0.06% -2K -15.2% $22.45 -1.1%
38 MVO MV OIL TR Energy 11,277.0 $8K 0.00% -2K -11.9% $0.67 -11.6%
Page 2 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%