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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 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXX ISHARES TR 2,254.0 $1.2M 0.31% -747.0 -24.9% $521.81 +1.8%
42 VGT VANGUARD WORLD FD 10,020.0 $1.1M 0.30% +958.0 +10.6% $113.10 +5.9%
43 DGCB DIMENSIONAL ETF TRUST 19,906.0 $1.1M 0.28% +9K +76.4% $54.19 -1.9%
44 IWR ISHARES TR 9,158.0 $1.0M 0.26% $109.34 +3.3%
45 DIA STATE STR SPDR DOW JONES IND Financial Services 1,796.0 $936K 0.24% $520.89 +2.3%
46 JMSB JOHN MARSHALL BANCORP INC Financial Services 41,103.0 $912K 0.24% NEW $22.18 +3.5%
47 AMAT APPLIED MATLS INC Technology 1,717.0 $909K 0.24% $529.56 -2.9%
48 AVGO BROADCOM INC Technology 2,394.0 $888K 0.23% +598.0 +33.3% $370.90 +2.4%
49 BERKSHIRE HATHAWAY INC DEL 1,754.0 $861K 0.23% -134.0 -7.1% $490.90
50 AVDV AMERICAN CENTY ETF TR 8,191.0 $840K 0.22% -146.0 -1.8% $102.56 +7.0%
51 DFAS DIMENSIONAL ETF TRUST 10,171.0 $825K 0.22% +110.0 +1.1% $81.12 +2.4%
52 GOOG ALPHABET INC Communication Services 2,309.0 $799K 0.21% +151.0 +7.0% $346.10 -1.4%
53 IEFA ISHARES TR 8,191.0 $788K 0.21% +317.0 +4.0% $96.26 +3.8%
54 SPYD SPDR SERIES TRUST 15,711.0 $776K 0.20% -1K -6.1% $49.39 +1.1%
55 VEA VANGUARD TAX-MANAGED FDS 10,865.0 $757K 0.20% +62.0 +0.6% $69.70 +3.9%
56 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,128.0 $750K 0.20% $57.16 -4.8%
57 XLE SELECT SECTOR SPDR TR 13,006.0 $750K 0.20% +2K +23.8% $57.68 +10.4%
58 JPM JPMORGAN CHASE & CO Financial Services 2,038.0 $695K 0.18% +251.0 +14.1% $341.05 +6.5%
59 VO VANGUARD INDEX FDS 8,563.0 $687K 0.18% -557.0 -6.1% $80.24 +3.6%
60 DFAI DIMENSIONAL ETF TRUST 16,438.0 $680K 0.18% -2K -11.3% $41.35 +3.7%
Page 3 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%