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CIK: 0001755670
Total reported value
$429.7M
$429.7M
103 檔
36.4%
At the close of Q2 2025, Selective Wealth Management, Inc. disclosed equity holdings valued at approximately $429.7M, spread across 103 reported holdings.
In Q2 2025, Selective Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 50 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.79% | -1.59% | -2.05% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 19.43% | -2.36% | +48.36% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.26% | +0.08% | -2.16% | |
| 4 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 3.97% | +0.10% | -2.87% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +1.67% | +21.69% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.05% | -0.10% | -9.34% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | -0.18% | +1.63% | |
| 8 | TWLO | Twilio Inc - A | Stock-Tech | 2.54% | +0.06% | -2.99% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.23% | +0.24% | -3.06% | |
| 10 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.05% | +0.35% | -3.74% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.03% | -10.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | -0.03% | +14.45% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.68% | +0.15% | -3.31% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 1.32% | +0.26% | -3.16% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 1.30% | +0.27% | -3.50% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.01% | -2.64% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | +0.30% | -0.88% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.05% | -1.24% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.05% | +0.05% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | -0.05% | -8.73% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.22% | +34.99% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | -0.01% | -0.03% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.08% | -22.09% | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.61% | -0.04% | +22.05% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.03% | -2.05% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | — | -12.53% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.53% | -0.01% | -2.88% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | -0.08% | — | |
| 29 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.48% | — | -0.30% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.36% | EXIT | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.46% | -0.03% | +7.37% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.05% | +9.32% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | +0.05% | — | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | -0.03% | +0.05% | |
| 36 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.35% | -0.02% | -3.41% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | — | -2.40% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | -0.02% | -0.07% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.31% | -0.03% | — | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.29% | -0.04% | -0.47% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.28% | -0.02% | -13.54% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.27% | +0.04% | -51.47% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | +0.03% | |
| 44 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.25% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.03% | +9.92% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.24% | -0.03% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.02% | -4.14% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | — | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | -0.03% | -4.19% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.22% | -0.02% | +0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.8% | +48.36% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +21.69% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.4% | -2.16% | Trim |
| 4 | TWLO | Twilio Inc - A | +0.3% | -2.99% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +34.99% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +14.45% | Add |
| 7 | VEEV | Veeva Systems Inc-class A | +0.1% | -3.74% | Trim |
| 8 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +22.05% | Add |
| 9 | NOW | Servicenow Inc | +0.1% | -3.31% | Trim |
| 10 | FIDU | Fidelity Msci Indust Indx | +0.1% | NEW | New buy |
| 11 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +0.1% | -0.88% | Trim |
| 13 | SOXX | Ishares Semiconductor ETF | +0.1% | +21.14% | Add |
| 14 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 15 | VXF | Vanguard Extended Market ETF | 0% | +7.37% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +9.32% | Add |
| 17 | NFLX | Netflix Inc | 0% | +5.24% | Add |
| 18 | DFSD | Dimensional Short Duration | 0% | +68.68% | Add |
| 19 | VGT | Vanguard Info Tech ETF | 0% | -0.07% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.05% | Add |
| 21 | AVUV | Avantis US Small Cap Value | 0% | +20.05% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +0.11% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | -2.05% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +9.92% | Add |
| 25 | BAC | Bank Of America CORP | 0% | -4.19% | Trim |
| 26 | AVDV | Avantis Intl S/c Value ETF | 0% | +2.98% | Add |
| 27 | TFC | Truist Financial CORP | 0% | +1.03% | Add |
| 28 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 29 | AHR | American Healthcare Reit Inc | — | — | Unchanged |
| 30 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 31 | BX | Blackstone Inc | — | — | Unchanged |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | -0.31% | Trim |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | — | — | Unchanged |
| 34 | VEA | Vanguard Ftse Developed ETF | — | +0.19% | Add |
| 35 | GLDM | Spdr Gold Minishares Trust | — | +13.96% | Add |
| 36 | SCHA | Schwab US Small-cap ETF | — | -0.47% | Trim |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | — | -3.35% | Trim |
| 38 | DE | Deere & Co | — | — | Unchanged |
| 39 | F | Ford Motor Co | — | -13.85% | Trim |
| 40 | SHAK 0 03-01-28Bond | Shake Shack Inc | — | — | Unchanged |
| 41 | FARO 5.5 02-01-28Bond | Faro Technologies Inc | — | — | Unchanged |
| 42 | JBLU 0.5 04-01-26Bond | Jetblue Airways CORP | — | — | Unchanged |
| 43 | EB 5 12-01-25Bond | Eventbrite Inc | — | — | Unchanged |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | +1.63% | Add |
| 45 | SCHB | Schwab US Broad Market ETF | 0% | -0.03% | Trim |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | 0% | — | Unchanged |
| 48 | JPM | Jpmorgan Chase & Co | 0% | -4.14% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 50 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $429.7M across 103 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SGOV, META) accounted for 36.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
FIDU
市值: $217.2K
Top Position Liquidated / Trimmed
JEPQ
前期市值: $573.3K
During Q2 2025, Selective Wealth Management, Inc.'s top holdings by market value included VOO (25.8%)、SGOV (19.4%)、META (4.3%). The largest single position, VOO, represented 25.8% of total portfolio value.
In Q2 2025, Selective Wealth Management, Inc. made 80 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 50 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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