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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 5,869.0 $500K 0.13% $85.27 +3.0%
82 AGG ISHARES TR 5,029.0 $494K 0.13% -123.0 -2.4% $98.20 -0.9%
83 FTEC FIDELITY COVINGTON TRUST 1,801.0 $487K 0.13% $270.15 +5.8%
84 FNDF SCHWAB STRATEGIC TR 9,088.0 $479K 0.13% $52.74 +4.2%
85 DXUV DIMENSIONAL ETF TRUST 7,017.0 $473K 0.12% NEW $67.34 +3.5%
86 VGSH VANGUARD SCOTTSDALE FDS 8,120.0 $472K 0.12% NEW $58.13 +0.0%
87 DFAE DIMENSIONAL ETF TRUST 12,232.0 $457K 0.12% -2K -12.3% $37.37 +3.4%
88 DFGR DIMENSIONAL ETF TRUST 15,186.0 $455K 0.12% +7K +75.8% $29.94 -2.1%
89 IWO ISHARES TR 1,202.0 $453K 0.12% $376.72 +3.1%
90 IWD ISHARES TR 1,800.0 $446K 0.12% +476.0 +36.0% $247.98 +3.5%
91 JNJ JOHNSON & JOHNSON Healthcare 1,761.0 $446K 0.12% +171.0 +10.8% $253.01 +7.2%
92 VB VANGUARD INDEX FDS 1,499.0 $444K 0.12% -30.0 -2.0% $296.23 +2.5%
93 VIG VANGUARD SPECIALIZED FUNDS 1,836.0 $436K 0.11% +115.0 +6.7% $237.65 +2.9%
94 LRCX LAM RESEARCH CORP Technology 1,373.0 $430K 0.11% +44.0 +3.3% $313.38 +4.6%
95 VYM VANGUARD WHITEHALL FDS 2,682.0 $430K 0.11% $160.19 +3.3%
96 IJH ISHARES TR 5,659.0 $427K 0.11% +33.0 +0.6% $75.54 +2.2%
97 OKE ONEOK INC NEW Energy 4,554.0 $426K 0.11% $93.52 +3.8%
98 SNDK SANDISK CORP Technology 310.0 $421K 0.11% NEW $1356.96 +19.8%
99 DISV DIMENSIONAL ETF TRUST 9,861.0 $406K 0.11% +2K +27.6% $41.13 +6.3%
100 TFC TRUIST FINL CORP Financial Services 7,317.0 $384K 0.10% +57.0 +0.8% $52.50 -0.2%
Page 5 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%