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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 7,699.0 $2.6M 0.76% -448.0 -5.5% $334.84 -1.3%
22 OKTA OKTA INC Technology 30,002.0 $2.3M 0.68% -3K -10.2% $76.16 +56.6%
23 MSFT MICROSOFT CORP Technology 5,037.0 $2.1M 0.63% +189.0 +3.9% $424.47 -16.9%
24 GTLB GITLAB INC Technology 95,602.0 $2.1M 0.62% NEW $21.91 +25.5%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,896.0 $2.1M 0.61% -246.0 -7.8% $711.58 +3.1%
26 SCHB SCHWAB STRATEGIC TR 73,712.0 $2.0M 0.60% $27.44 +3.6%
27 DFAU DIMENSIONAL ETF TRUST 40,416.0 $2.0M 0.59% NEW $49.08 +3.6%
28 NOW SERVICENOW INC Technology 20,304.0 $1.8M 0.54% -2K -7.4% $88.89 +0.7%
29 IWF ISHARES TR 14,414.0 $1.7M 0.51% +11K +304.3% $118.80 -0.6%
30 ESGV VANGUARD WORLD FD 13,594.0 $1.7M 0.50% +96.0 +0.7% $124.63 +3.9%
31 DFIC DIMENSIONAL ETF TRUST 45,989.0 $1.7M 0.50% +35K +304.1% $36.56 +1.8%
32 BSV VANGUARD BD INDEX FDS 20,237.0 $1.6M 0.47% -2K -9.9% $78.20 -0.4%
33 XLK SELECT SECTOR SPDR TR 9,476.0 $1.5M 0.45% -2K -15.4% $159.11 +16.0%
34 GOOGL ALPHABET INC Communication Services 4,290.0 $1.5M 0.45% -66.0 -1.5% $349.94 -1.8%
35 AMZN AMAZON COM INC Consumer Cyclical 5,478.0 $1.4M 0.43% -211.0 -3.7% $263.05 -13.7%
36 SOXX ISHARES TR 3,001.0 $1.4M 0.40% -269.0 -8.2% $449.94 +39.0%
37 VXF VANGUARD INDEX FDS 5,837.0 $1.3M 0.38% -1K -17.3% $222.04 +8.3%
38 VTV VANGUARD INDEX FDS 6,331.0 $1.3M 0.38% +53.0 +0.8% $203.60 +8.3%
39 DFCF DIMENSIONAL ETF TRUST 30,359.0 $1.3M 0.38% NEW $42.18 +0.3%
40 XOM EXXON MOBIL CORP Energy 7,366.0 $1.1M 0.34% -43.0 -0.6% $154.67 -11.1%
Page 2 of 6  ·  120 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%