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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 3,154.0 $671K 0.18% -85.0 -2.6% $212.66 +9.4%
62 INTC INTEL CORP Technology 6,605.0 $628K 0.17% -31K -82.4% $95.03 +1.7%
63 WMT WALMART INC Consumer Defensive 5,487.0 $627K 0.16% -515.0 -8.6% $114.25 +0.8%
64 XLG INVESCO EXCHANGE TRADED FD T 10,309.0 $626K 0.16% $60.71 +2.8%
65 STIP ISHARES TR 6,116.0 $620K 0.16% $101.44 -0.6%
66 VBR VANGUARD INDEX FDS 2,531.0 $618K 0.16% $244.11 +1.3%
67 DVY ISHARES TR 3,803.0 $615K 0.16% -520.0 -12.0% $161.84 +1.9%
68 AVUV AMERICAN CENTY ETF TR 4,857.0 $609K 0.16% -529.0 -9.8% $125.35 +1.1%
69 AMGN AMGEN INC Healthcare 1,608.0 $589K 0.15% NEW $366.37 +16.1%
70 PYPL PAYPAL HLDGS INC Financial Services 10,134.0 $573K 0.15% -292.0 -2.8% $56.56 +6.8%
71 FAF FIRST AMERN FINL CORP Financial Services 7,808.0 $570K 0.15% NEW $73.03 -0.8%
72 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 598.0 $562K 0.15% +45.0 +8.1% $940.40 +2.2%
73 IXUS ISHARES TR 5,930.0 $552K 0.14% $93.11 +3.7%
74 DGRO ISHARES TR 7,108.0 $548K 0.14% $77.14 +3.3%
75 BAC BANK OF AMER CORP Financial Services 8,769.0 $537K 0.14% -172.0 -1.9% $61.27 +4.8%
76 DFAX DIMENSIONAL ETF TRUST 14,527.0 $524K 0.14% +2K +17.0% $36.07 +4.4%
77 SDY SPDR SERIES TRUST 3,369.0 $522K 0.14% -36.0 -1.1% $154.81 +1.8%
78 SCHM SCHWAB STRATEGIC TR 14,841.0 $519K 0.14% -1K -7.4% $34.99 +3.0%
79 DFSV DIMENSIONAL ETF TRUST 12,834.0 $507K 0.13% -335.0 -2.5% $39.52 +2.0%
80 GLDM WORLD GOLD TR Financial Services 6,328.0 $503K 0.13% $79.45 +8.2%
Page 4 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%