Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 2025

Selective Wealth Management, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $272 Million distributed in 103 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 $69.9M, Ishares Trishares 0 3 Mnth Tre with a value of $53.3M, Meta Platforms, Inc. with a value of $11.8M, Wisdomtree Tr Cloud Computing with a value of $10.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.1M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $240M to 272M.

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

Portfolio value $272 Million
ETFs: $196 Million
Technology: $31.2 Million
Communication Services: $21 Million
Financial Services: $8.22 Million
Healthcare: $6.19 Million
Consumer Cyclical: $4.18 Million
Energy: $1.91 Million
Consumer Defensive: $1.59 Million
Other: $1.24 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $272 Million
  • Prior Value $240 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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