Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025

Selective Wealth Management, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $308 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.6M, Ishares Trishares 0 3 Mnth Tre with a value of $74.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.6M, Meta Platforms, Inc. with a value of $11.4M, and Wisdomtree Tr Cloud Computing with a value of $9.82M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $272M to 308M.

Below you can find more details about Selective Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $308 Million
ETFs: $235 Million
Technology: $31.5 Million
Communication Services: $19.3 Million
Financial Services: $8.13 Million
Healthcare: $6.39 Million
Consumer Cyclical: $3.71 Million
Consumer Defensive: $1.79 Million
Energy: $1.76 Million
Other: $1.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.6 Million 24.19% of portfolio
121,774
Q3 2025 Reduced 1.1%
$0
$74.3 Million 24.1% of portfolio
737,879
Q3 2025 Added 39.29%
$0
$14.6 Million 4.72% of portfolio
185,933
Q3 2025 Added 33.42%
$1.46T
$11.4 Million 3.71% of portfolio
15,583
Q3 2025 Reduced 2.15%
$0
$9.82 Million 3.19% of portfolio
279,317
Q3 2025 Reduced 5.34%
$0
$8.28 Million 2.68% of portfolio
144,939
Q3 2025 Reduced 1.4%
$0
$7.34 Million 2.38% of portfolio
10,973
Q3 2025 Reduced 4.12%
$4.35T
$6.64 Million 2.15% of portfolio
26,092
Q3 2025 Added 2.06%
$0
$6.12 Million 1.98% of portfolio
18,645
Q3 2025 Added 16.6%
$40.9B
$5.84 Million 1.89% of portfolio
19,594
Q3 2025 Reduced 0.71%
$23.4B
$5.55 Million 1.8% of portfolio
55,484
Q3 2025 Reduced 3.1%
$260B
$5.22 Million 1.69% of portfolio
22,007
Q3 2025 Reduced 2.41%
$186B
$4.2 Million 1.36% of portfolio
4,567
Q3 2025 Added 0.77%
$13.9B
$3.22 Million 1.05% of portfolio
35,164
Q3 2025 Reduced 3.2%
$14.7B
$3.06 Million 0.99% of portfolio
42,447
Q3 2025 Reduced 4.98%
$557B
$2.82 Million 0.91% of portfolio
8,263
Q3 2025 Added 0.06%
$0
$2.62 Million 0.85% of portfolio
54,416
Q3 2025 Added 585.94%
$505B
$2.54 Million 0.82% of portfolio
13,589
Q3 2025 Added 20.38%
$0
$2.38 Million 0.77% of portfolio
3,570
Q3 2025 Reduced 0.22%
$3.86T
$2.33 Million 0.76% of portfolio
4,498
Q3 2025 Reduced 2.09%
$0
$2.29 Million 0.74% of portfolio
3,815
Q3 2025 Reduced 0.03%
$451B
$2.24 Million 0.73% of portfolio
12,534
Q3 2025 Reduced 1.76%
$164B
$1.97 Million 0.64% of portfolio
58,713
Q3 2025 Reduced 4.89%
$0
$1.9 Million 0.61% of portfolio
73,712
Q2 2025 Reduced 0.03%
$0
$1.82 Million 0.59% of portfolio
23,055
Q3 2025 Reduced 5.56%
$0
$1.71 Million 0.55% of portfolio
3,644
Q3 2025 Added 0.5%
$0
$1.65 Million 0.54% of portfolio
13,955
Q3 2025 Reduced 6.87%
$0
$1.56 Million 0.51% of portfolio
5,541
Q3 2024 Reduced 0.63%
$0
$1.5 Million 0.49% of portfolio
7,148
Q3 2025 Added 11.48%
$276B
$1.3 Million 0.42% of portfolio
4,623
Q3 2025 Reduced 10.02%
$2.49T
$1.26 Million 0.41% of portfolio
5,733
Q3 2025 Added 15.56%
$0
$1.17 Million 0.38% of portfolio
6,269
Q3 2025 Added 139.64%
$477B
$1.16 Million 0.38% of portfolio
10,319
Q3 2025 Reduced 7.39%
$275B
$1.04 Million 0.34% of portfolio
10,064
Q3 2025 Added 3.06%
$621B
$1.06 Million 0.34% of portfolio
2,100
Q3 2025 Added 2.84%
$0
$1.01 Million 0.33% of portfolio
2,188
Q2 2025 Added 0.05%
$0
$1.03 Million 0.33% of portfolio
1,376
Q3 2025 Reduced 0.07%
$1.68T
$977,000 0.32% of portfolio
4,021
Q3 2025 Added 8.65%
$0
$884,000 0.29% of portfolio
9,158
Q4 2024 Reduced 1.22%
$80.1B
$846,000 0.27% of portfolio
12,618
Q3 2025 Reduced 2.87%
$0
$756,000 0.25% of portfolio
17,195
Q3 2025 Reduced 6.24%
$0
$761,000 0.25% of portfolio
2,810
Q3 2025 Added 22.28%
$0
$732,000 0.24% of portfolio
18,997
Q3 2025 New
$403B
$749,000 0.24% of portfolio
810
Q3 2025 Added 26.17%
$0
$708,000 0.23% of portfolio
7,957
Q3 2025 Added 23.71%
$0
$713,000 0.23% of portfolio
6,906
Q3 2025 Reduced 8.88%
$0
$677,000 0.22% of portfolio
7,764
Q4 2024 Added 2.1%
$4.25B
$646,000 0.21% of portfolio
21,709
Q4 2024 Added 1.85%
$0
$642,000 0.21% of portfolio
11,172
Q4 2023 Reduced 7.56%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $308 Million
  • Prior Value $272 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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