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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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