Institutions / Selective Wealth Management, Inc.
Selective Wealth Management, Inc.
CIK 1755670 · Institution · as of Dec 31, 2025
Portfolio value
$320.32M
Positions
108
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 108 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $78.84M | 24.6% |
| Vanguard Index Fds | $75.58M | 23.6% |
| SPDR Series Trust | $16.31M | 5.1% |
| Meta Platforms Inc | $9.45M | 3.0% |
| WisdomTree Tr | $8.55M | 2.7% |
| Dimensional ETF Trust | $7.88M | 2.5% |
| Apple Inc. | $7.47M | 2.3% |
| Vanguard Index Fds | $7.10M | 2.2% |
| J P Morgan Exchange Traded F | $6.79M | 2.1% |
| iShares Tr | $6.75M | 2.1% |
| Twilio Inc | $6.50M | 2.0% |
| Salesforce Inc | $4.95M | 1.5% |
| Veeva Systems Inc | $4.16M | 1.3% |
| Vanguard Star Fds | $3.68M | 1.1% |
| Okta, Inc. | $3.07M | 1.0% |
| ServiceNow Inc | $2.88M | 0.9% |
| Invesco Qqq Tr | $2.80M | 0.9% |
| Visa Inc | $2.67M | 0.8% |
| Intel Corp | $2.62M | 0.8% |
| Docusign Inc | $2.44M | 0.8% |
| NVIDIA Corp | $2.41M | 0.8% |
| Microsoft Corp | $2.21M | 0.7% |
| SPDR S&P 500 ETF Tr | $2.17M | 0.7% |
| Alibaba Group Holding LtdBABA | $1.99M | 0.6% |
| Schwab Strategic Tr | $1.97M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.