Selective Wealth Management, Inc. Purchases in Q4 2025

Selective Wealth Management, Inc.

  • $332 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
17.4K
+ 380.21%
$835.79 - $946.29 $14.5M - $16.4M
21.9K $18.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
110K
+ 201.71%
$48.17 - $48.5 $5.29M - $5.32M
164K $7.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
46.5K
+ 6.3%
$100.37 - $100.72 $4.66M - $4.68M
784K $78.9M
XLK
Technology Sector Spdr

ETFs
5.66K
+ 102.17%
$278.39 - $304.13 $1.58M - $1.72M
11.2K $3.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.3K
+ 7.7%
$76.84 - $80.86 $1.1M - $1.16M
200K $15.8M
AAPL
Apple Inc.

Technology
2.83K
+ 10.83%
$245.27 - $275.25 $693K - $778K
28.9K $7.73M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.5K
+ 128.78%
$37.61 - $39.41 $920K - $964K
43.5K $1.68M
VTI
Vanguard Total Stock Market Et

ETFs
2.11K
+ 11.32%
$321.8 - $337.95 $679K - $713K
20.8K $6.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.47K
+ 22.07%
$72.17 - $75.74 $611K - $642K
46.9K $3.51M
AVGO
Broadcom Inc.

Technology
1.75K
New
$324.63 - $385.98 $566K - $674K
1.75K $597K
QQQ
Invesco Qqq Trust, Series 1

ETFs
688
+ 18.03%
$589.5 - $635.77 $406K - $437K
4.5K $2.72M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.4K
New
$32.24 - $33.72 $367K - $384K
11.4K $379K
DFAX
Dimensional ETF Tr
8.13K
New
$30.71 - $32.34 $250K - $263K
8.13K $260K
GOOGL
Alphabet Inc.

Communication Services
335
+ 8.33%
$236.57 - $291.31 $79.3K - $97.6K
4.36K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
621
New
$358.03 - $397.02 $222K - $247K
621 $222K
IBB
Ishares Biotechnology ETF

ETFs
1.2K
New
$148.51 - $164.96 $178K - $198K
1.2K $197K
CVX
Chevron Corp

Energy
1.26K
New
$148.9 - $157.72 $187K - $198K
1.26K $194K
ITA
Ishares Tr

ETFs
909
New
$205.04 - $218.9 $186K - $199K
909 $187K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.6K
New
$114.27 - $121.15 $183K - $194K
1.6K $187K
UPS
United Parcel Service Inc

Industrials
1.98K
New
$82.87 - $97.4 $164K - $192K
1.98K $186K
SOXX
Ishares Semiconductor ETF

ETFs
460
+ 16.37%
$271.99 - $309.6 $125K - $142K
3.27K $943K
MSFT
Microsoft Corp

Technology
350
+ 7.78%
$496.82 - $542.07 $174K - $190K
4.85K $2.46M
GOOG
Alphabet Inc.

Communication Services
70
+ 3.53%
$237.49 - $291.74 $16.6K - $20.4K
2.06K $586K
ITOT
Ishares Core S&P Total U.S. St

ETFs
475
+ 28.43%
$142.79 - $150.05 $67.8K - $71.3K
2.15K $314K
GLDM
World Gold Trust

ETFs
491
+ 9.61%
$76.32 - $86.69 $37.5K - $42.6K
5.6K $453K
VGT
Vanguard Information Technolog

ETFs
65
+ 4.72%
$736.33 - $801.52 $47.9K - $52.1K
1.44K $1.09M
VB
Vanguard Small Cap ETF

ETFs
210
+ 20.45%
$248.1 - $260.08 $52.1K - $54.6K
1.24K $309K
VO
Vanguard Mid Cap ETF

ETFs
198
+ 9.39%
$286.27 - $296.23 $56.7K - $58.7K
2.31K $661K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
229
+ 9.34%
$137.47 - $143.13 $31.5K - $32.8K
2.68K $377K
VEA
Vanguard Ftse Developed Market

ETFs
225
+ 2.21%
$59.18 - $62.09 $13.3K - $14K
10.4K $638K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.02K
+ 8.46%
$28.9 - $30.17 $29.6K - $30.9K
13.1K $382K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.04K
+ 10.21%
$27.17 - $28.65 $28.4K - $29.9K
11.3K $308K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.09%
$454.87 - $482.76 $910 - $966
2.19K $1.03M
IEFA
Ishares Tr

ETFs
37
+ 0.48%
$86.09 - $89.88 $3.19K - $3.33K
7.8K $692K
DE
Deere & CO

Industrials
3
+ 0.63%
$439.11 - $480.78 $1.32K - $1.44K
479 $227K
VTV
Vanguard Value ETF

ETFs
9
+ 0.14%
$182.87 - $189.72 $1.65K - $1.71K
6.28K $1.17M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.03%
$87.33 - $94.14 $87.3 - $94.1
3.18K $286K
Dimensional ETF Trust
5.93K
New
N/A
5.93K $0
Dimensional ETF Trust
626
+ 17.03%
N/A
4.3K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
22
+ 0.15%
$22.89 - $23.27 $504 - $512
14.9K $340K
DVY
Ishares Tr

ETFs
30
+ 0.68%
$138.1 - $143.11 $4.14K - $4.29K
4.47K $629K
VBR
Vanguard Small Cap Value ETF

ETFs
21
+ 0.83%
$201.42 - $211.15 $4.23K - $4.43K
2.54K $521K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31
+ 0.53%
$63.25 - $66.24 $1.96K - $2.05K
5.87K $377K
FIW
First Trust Water ETF

ETFs
1
+ 0.03%
$110.5 - $115.7 $111 - $116
3.28K $362K
WM
Waste Management Inc

Industrials
16
+ 1.55%
$196.77 - $219.98 $3.15K - $3.52K
1.05K $218K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 4.16%
$401.99 - $468.37 $8.04K - $9.37K
501 $204K
ACN
Accenture PLC

Technology
5
+ 0.2%
$234.02 - $253.35 $1.17K - $1.27K
2.5K $603K
NFLX
Netflix Inc

Communication Services
4.4K
+ 948.28%
$110.29 - $1241.35 $485K - $5.46M
4.86K $536K
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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