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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GTLB GITLAB INC Technology 89,159.0 $2.9M 0.77% -6K -6.7% $32.72 +26.8%
22 V VISA INC Financial Services 8,037.0 $2.9M 0.76% +338.0 +4.4% $358.56 +1.6%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,107.0 $2.3M 0.61% +211.0 +7.3% $743.40 +3.2%
24 SCHB SCHWAB STRATEGIC TR 78,712.0 $2.3M 0.59% +5K +6.8% $28.75 +3.2%
25 MSFT MICROSOFT CORP Technology 5,205.0 $2.0M 0.54% +168.0 +3.3% $393.79 +22.3%
26 NOW SERVICENOW INC Technology 19,576.0 $2.0M 0.53% -728.0 -3.6% $103.24 +15.7%
27 DFCF DIMENSIONAL ETF TRUST 47,690.0 $2.0M 0.53% +17K +57.1% $42.02 -1.2%
28 DFGX DIMENSIONAL ETF TRUST 34,159.0 $1.8M 0.48% +14K +71.0% $53.09 -2.1%
29 TWLO TWILIO INC Communication Services 8,694.0 $1.8M 0.47% -43K -83.2% $206.78 +12.2%
30 IWF ISHARES TR 14,414.0 $1.7M 0.45% $119.38 +3.1%
31 GOOGL ALPHABET INC Communication Services 4,881.0 $1.7M 0.44% +591.0 +13.8% $346.79 -0.7%
32 DFAU DIMENSIONAL ETF TRUST 32,436.0 $1.7M 0.44% -8K -19.7% $51.51 +3.2%
33 XLK SELECT SECTOR SPDR TR 9,476.0 $1.7M 0.44% $175.59 +5.7%
34 DFEM DIMENSIONAL ETF TRUST 43,733.0 $1.7M 0.43% +22K +104.7% $37.77 +3.6%
35 ESGV VANGUARD WORLD FD 12,446.0 $1.6M 0.43% -1K -8.4% $131.55 +3.0%
36 AMZN AMAZON COM INC Consumer Cyclical 6,060.0 $1.5M 0.39% +582.0 +10.6% $247.25 +4.9%
37 BSV VANGUARD BD INDEX FDS 18,851.0 $1.5M 0.38% -1K -6.8% $77.69 -0.1%
38 VXF VANGUARD INDEX FDS 5,839.0 $1.4M 0.36% $238.18 +3.2%
39 VTV VANGUARD INDEX FDS 6,331.0 $1.4M 0.36% $217.93 +3.9%
40 XOM EXXON MOBIL CORP Energy 9,321.0 $1.4M 0.36% +2K +26.5% $147.37 +12.4%
Page 2 of 7  ·  136 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%