Selective Wealth Management, Inc. Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$320.3B
Holdings
108
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UPSUNITED PARCEL SERVICE INC | 1,976 | $214.0M | 0.07% | |
| 102 | CVXCHEVRON CORP NEW | 1,258 | $208.0M | 0.06% | |
| 103 | IJRISHARES TR | 1,602 | $206.0M | 0.06% | |
| 104 | IBBISHARES TR | 1,200 | $204.0M | 0.06% | |
| 105 | MTUMISHARES TR | 794 | $204.0M | 0.06% | |
| 106 | MVOMV OIL TR | 14,906 | $33.0M | 0.01% | |
| 107 | SHAK 0 03/01/28SHAKE SHACK INC | 29,000 | $28.0M | 0.01% | |
| 108 | JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP | 20,000 | $19.0M | 0.01% |
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