Selective Wealth Management, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001755670 · FOREST, VA

As of Sep 30, 2025, Selective Wealth Management, Inc. reported 107 positions worth $310.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	121,774	$74.9M	24.11%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	737,879	$74.1M	23.85%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF	SPYM	—	185,933	4.6M	4.71%
META PLATFORMS INC	META	Communication Services	15,583	1.1M	3.58%
WISDOMTREE CLOUD COMPUTING FUND	WCLD	—	279,317	$9.7M	3.13%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	144,939	$8.2M	2.65%
ISHARES CORE S&P 500 ETF	IVV	—	10,973	$7.4M	2.37%
APPLE INC	AAPL	Technology	26,092	$6.7M	2.15%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	18,645	$6.1M	1.98%
VEEVA SYSTEMS INC	VEEV	Healthcare	19,594	$6.0M	1.93%
TWILIO INC	TWLO	Communication Services	55,484	$6.0M	1.92%
SALESFORCE INC	CRM	Technology	22,007	$5.3M	1.70%
SERVICENOW INC	NOW	Technology	4,567	$4.1M	1.33%
OKTA INC	OKTA	Technology	35,164	$3.2M	1.03%
DOCUSIGN INC	DOCU	Technology	42,447	$3.0M	0.96%
VISA INC-CLASS A SHARES	V	Financial Services	8,263	$2.9M	0.94%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	38,382	$2.8M	0.92%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	54,416	$2.6M	0.85%
NVIDIA CORP	NVDA	Technology	13,589	$2.5M	0.81%
SPDR S&P 500 ETF TRUST	SPY	—	3,570	$2.4M	0.77%
MICROSOFT CORP	MSFT	Technology	4,498	$2.4M	0.76%
INVESCO QQQ TRUST SERIES 1	QQQ	—	3,815	$2.3M	0.74%
ALIBABA GROUP HOLDING LTD	BABA	Consumer Cyclical	12,534	$2.3M	0.73%
INTEL CORP	INTC	Technology	58,713	$2.2M	0.70%
SCHWAB US BROAD MARKET ETF	SCHB	—	73,712	.9M	0.61%