Selective Wealth Management, Inc. Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$310.7B
Holdings
107
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MTUMISHARES TR | 794 | $202.1M | 0.07% | |
| 102 | MVOMV OIL TR | 21,432 | $127.3M | 0.04% | |
| 103 | RITMRITHM CAPITAL CORP | 10,317 | $112.2M | 0.04% | |
| 104 | SHAK 0 03/01/28SHAKE SHACK INC | 29,000 | $27.5M | 0.01% | |
| 105 | JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP | 20,000 | $19.3M | 0.01% | |
| 106 | FARO 5.5 02/01/28FARO TECHNOLOGIES INC | 15,000 | $19.1M | 0.01% | |
| 107 | EB 5 12/01/25EVENTBRITE INC | 15,000 | $14.7M | 0.00% |
PreviousPage 2 of 2