Selective Wealth Management, Inc.
CIK: 0001755670SEC EDGAR →
Portfolio Value
$320.3M
Holdings
108
As of
Q4 2025
New Positions
8
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 784,344 | $78.8M | 24.61% |
| 2 | VANGUARD INDEX FDS | 118,716 | $75.6M | 23.59% |
| 3 | SPDR SERIES TRUST | 200,244 | $16.3M | 5.09% |
| 4 | META PLATFORMS INC | 15,224 | $9.4M | 2.95% |
| 5 | WISDOMTREE TR | 261,178 | $8.6M | 2.67% |
| 6 | DIMENSIONAL ETF TRUST | 164,178 | $7.9M | 2.46% |
| 7 | APPLE INC | 28,918 | $7.5M | 2.33% |
| 8 | VANGUARD INDEX FDS | 20,756 | $7.1M | 2.22% |
| 9 | J P MORGAN EXCHANGE TRADED F | 116,188 | $6.8M | 2.12% |
| 10 | ISHARES TR | 9,712 | $6.8M | 2.11% |
Quarterly Changes
Top Buys
New Positions (10)
Closed Positions (9)
$278K · 9K shares
$250K · 431 shares
$239K · 3K shares
$222K · 8K shares
$207K · 2K shares
$205K · 5K shares
$112K · 10K shares
$19K · 15K shares
$15K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $242.9M | 75.8% |
| Technology | 14 | $31.7M | 9.9% |
| Communication Services | 5 | $18.5M | 5.8% |
| Unknown | 8 | $14.0M | 4.4% |
| Healthcare | 2 | $4.5M | 1.4% |
| Consumer Cyclical | 4 | $3.8M | 1.2% |
| Energy | 4 | $1.6M | 0.5% |
| Consumer Defensive | 2 | $1.4M | 0.4% |
| Real Estate | 2 | $1.3M | 0.4% |
| Industrials | 3 | $689K | 0.2% |