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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITOT ISHARES TR 2,317.0 $378K 0.10% $163.02 +3.3%
102 ACN ACCENTURE PLC IRELAND Technology 2,542.0 $365K 0.10% +41.0 +1.6% $143.59 +20.4%
103 XT ISHARES TR 4,279.0 $343K 0.09% $80.05 +2.7%
104 PDP INVESCO EXCHANGE TRADED FD T 2,500.0 $338K 0.09% -298.0 -10.7% $135.04 +3.6%
105 NFLX NETFLIX INC. Communication Services 4,797.0 $331K 0.09% $68.95 +12.8%
106 SCHA SCHWAB STRATEGIC TR 9,663.0 $329K 0.09% -279.0 -2.8% $34.05 +2.8%
107 ONEQ FIDELITY COMWLTH TR 3,179.0 $319K 0.08% $100.45 +3.1%
108 FIW FIRST TR EXCHANGE-TRADED FD 2,855.0 $309K 0.08% $108.31 +1.3%
109 PGR PROGRESSIVE CORP Financial Services 1,477.0 $307K 0.08% +42.0 +2.9% $207.90 -0.3%
110 CVX CHEVRON CORPORATION Energy 1,601.0 $300K 0.08% +155.0 +10.7% $187.40 +9.8%
111 WM WASTE MGMT INC DEL Industrials 1,160.0 $278K 0.07% +115.0 +11.0% $239.39 -6.6%
112 MCD MCDONALDS CORP Consumer Cyclical 988.0 $264K 0.07% NEW $267.65 -0.2%
113 AMD ADVANCED MICRO DEVICES INC Technology 514.0 $255K 0.07% NEW $495.98 -2.3%
114 PAR PAR TECHNOLOGY CORP Technology 15,458.0 $253K 0.07% $16.35 +18.8%
115 MTUM ISHARES TR 826.0 $250K 0.07% +32.0 +4.0% $302.25 +3.2%
116 BX BLACKSTONE INC Financial Services 1,963.0 $249K 0.07% +208.0 +11.8% $126.90 +10.8%
117 PINNACLE FINL PARTNERS INC 2,350.0 $237K 0.06% $101.04
118 FIDU FIDELITY COVINGTON TRUST 2,442.0 $233K 0.06% -51.0 -2.0% $95.47 +2.1%
119 IJR ISHARES TR 1,596.0 $233K 0.06% +53.0 +3.4% $146.05 +1.1%
120 IBB ISHARES TR 1,200.0 $228K 0.06% NEW $189.76 +7.3%
Page 6 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%