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CIK: 0001755670
Total reported value
$381.2M
$381.2M
107 檔
48.4%
During the Q3 2025 filing period, Selective Wealth Management, Inc. (CIK: 0001755670) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $381.2M across 107 reported positions.
Selective Wealth Management, Inc. executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.11% | -1.46% | -1.10% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 23.85% | +1.29% | +39.29% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.71% | +0.72% | +33.42% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.58% | -0.42% | -2.15% | |
| 5 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 3.13% | +0.19% | -5.34% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.65% | -0.29% | -1.40% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.17% | -4.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.31% | +2.06% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | -0.54% | +16.60% | |
| 10 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.93% | +0.04% | -0.71% | |
| 11 | TWLO | Twilio Inc - A | Stock-Tech | 1.92% | -1.69% | -3.10% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.70% | -0.19% | -2.41% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.33% | — | +0.77% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 1.03% | +0.48% | -3.20% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 0.96% | -0.02% | -4.98% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | — | +0.06% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | -0.06% | +50.77% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 0.85% | -0.10% | +585.94% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.05% | +20.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | — | -0.22% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.09% | -2.09% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | -0.05% | -0.03% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.73% | — | -1.76% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.70% | -0.90% | -4.89% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.61% | -0.01% | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | -0.09% | -5.56% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.06% | +0.50% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | -0.07% | -6.87% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.01% | — | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.48% | -0.02% | +11.48% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.04% | -10.02% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.04% | +15.56% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | +0.02% | -7.39% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.02% | +139.64% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | +2.84% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.07% | +3.06% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.02% | -0.07% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.33% | -0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | — | +8.65% | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.30% | -0.01% | -2.87% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.28% | -0.02% | — | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.26% | -0.09% | +22.28% | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.24% | -0.03% | -6.24% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.01% | +26.17% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.24% | +0.97% | — | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.23% | -0.03% | -8.88% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.23% | -0.04% | +23.71% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | — | |
| 49 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.21% | -0.02% | — | |
| 50 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.20% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +8.2% | +39.29% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.6% | +33.42% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.8% | +585.94% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +20.38% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +16.60% | Add |
| 6 | INTC | Intel CORP | +0.2% | -4.89% | Trim |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -1.76% | Trim |
| 8 | SOXX | Ishares Semiconductor ETF | +0.1% | +22.28% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.65% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.1% | +50.77% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +63.35% | Add |
| 12 | VXF | Vanguard Extended Market ETF | +0.1% | +11.48% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +15.56% | Add |
| 14 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +23.71% | Add |
| 15 | AVUV | Avantis US Small Cap Value | +0.1% | +26.27% | Add |
| 16 | ESGV | Vanguard Esg US Stock ETF | 0% | -6.87% | Add |
| 17 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 18 | VGT | Vanguard Info Tech ETF | 0% | -0.07% | Trim |
| 19 | VEEV | Veeva Systems Inc-class A | 0% | -0.71% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.03% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | +0.50% | Trim |
| 22 | MSFT | Microsoft CORP | 0% | -2.09% | Trim |
| 23 | SCHB | Schwab US Broad Market ETF | -0.1% | — | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.22% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.3% | -4.12% | Trim |
| 26 | OKE | Oneok Inc | -0.3% | -5.60% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.3% | -2.15% | Trim |
| 28 | NOW | Servicenow Inc | -0.3% | +0.77% | Trim |
| 29 | AAPL | Apple Inc | -0.3% | +2.06% | Trim |
| 30 | TWLO | Twilio Inc - A | -0.3% | -3.10% | Trim |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.3% | -5.56% | Trim |
| 32 | ACN | Accenture plc | -0.4% | — | Trim |
| 33 | DOCU | Docusign Inc | -0.5% | -4.98% | Trim |
| 34 | OKTA | Okta Inc | -0.6% | -3.20% | Trim |
| 35 | CRM | Salesforce Inc | -0.9% | -2.41% | Trim |
| 36 | WCLD | Wisdomtree Cloud Computing | -0.9% | -5.34% | Trim |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -1.2% | -1.40% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -2.7% | -1.10% | Trim |
| 39 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 40 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 41 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
| 42 | SCHO | Schwab Short-term US Treas | — | EXIT | Sold out |
| 43 | FTEC | Fidelity Msci Info Tech Indx | — | NEW | New buy |
| 44 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 45 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 46 | MA | Mastercard Inc - A | — | NEW | New buy |
| 47 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 48 | TMFC | Motley Fool 100 Index ETF | — | NEW | New buy |
| 49 | LRCX | Lam Research CORP | — | NEW | New buy |
| 50 | FIDU | Fidelity Msci Indust Indx | — | NEW | New buy |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 107 disclosed positions in Q3 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, SPYM) accounted for 48.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFAC
市值: $734.2K
Top Position Liquidated / Trimmed
LOW
前期市值: $1.1M
During Q3 2025, Selective Wealth Management, Inc.'s top holdings by market value included VOO (24.1%)、SGOV (23.9%)、SPYM (4.7%). The largest single position, VOO, represented 24.1% of total portfolio value.
In Q3 2025, Selective Wealth Management, Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 22 holdings, and fully liquidating 4 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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