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CIK: 0001755670
Total reported value
$429.7M
$429.7M
107 檔
42.9%
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 $429.7M across 107 reported positions.
In Q3 2025, Selective Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 7 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 | 24.11% | -1.59% | -1.10% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 23.85% | -2.36% | +39.29% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.71% | +1.67% | +33.42% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.58% | +0.08% | -2.15% | |
| 5 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 3.13% | +0.10% | -5.34% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.65% | -0.10% | -1.40% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.18% | -4.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.03% | +2.06% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | -0.03% | +16.60% | |
| 10 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.93% | +0.35% | -0.71% | |
| 11 | TWLO | Twilio Inc - A | Stock-Tech | 1.92% | +0.06% | -3.10% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.70% | +0.24% | -2.41% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.33% | +0.15% | +0.77% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 1.03% | +0.26% | -3.20% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 0.96% | +0.27% | -4.98% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.01% | +0.06% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | +0.08% | +50.77% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 0.85% | -0.15% | +585.94% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.22% | +20.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.05% | -0.22% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.30% | -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% | -0.01% | -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% | -0.05% | -5.56% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.03% | +0.50% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | -0.04% | -6.87% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.08% | — | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.48% | -0.03% | +11.48% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | — | -10.02% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.05% | +15.56% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.36% | EXIT | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.04% | +139.64% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.05% | +2.84% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | — | +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% | -0.03% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.03% | +8.65% | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.30% | -0.02% | -2.87% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.28% | -0.03% | — | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.26% | -0.04% | +22.28% | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.24% | -0.04% | -6.24% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | — | +26.17% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.24% | +0.33% | — | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.23% | -0.02% | -8.88% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.23% | — | +23.71% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.03% | — | |
| 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% | — | — |
| # | 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 | NFLX | Netflix Inc | 0% | +15.42% | Add |
| 19 | VGT | Vanguard Info Tech ETF | 0% | -0.07% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +0.51% | Trim |
| 21 | AMAT | Applied Materials Inc | 0% | +0.17% | Add |
| 22 | GLDM | Spdr Gold Minishares Trust | 0% | — | Add |
| 23 | AHR | American Healthcare Reit Inc | — | — | Unchanged |
| 24 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 25 | TFC | Truist Financial CORP | — | +2.58% | Add |
| 26 | XT | Ishar Fture Exp Tech Etf-usd | — | — | Unchanged |
| 27 | BX | Blackstone Inc | — | — | Unchanged |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | — | +0.06% | Trim |
| 29 | FARO 5.5 02-01-28Bond | Faro Technologies Inc | — | — | Unchanged |
| 30 | SHAK 0 03-01-28Bond | Shake Shack Inc | — | — | Unchanged |
| 31 | JBLU 0.5 04-01-26Bond | Jetblue Airways CORP | — | — | Unchanged |
| 32 | VEEV | Veeva Systems Inc-class A | 0% | -0.71% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.03% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | +0.50% | Trim |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | 0% | — | Unchanged |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | — | Unchanged |
| 37 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 38 | PDP | Invesco Dorsey Wright Moment | 0% | — | Unchanged |
| 39 | SCHA | Schwab US Small-cap ETF | 0% | -3.67% | Trim |
| 40 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 41 | EB 5 12-01-25Bond | Eventbrite Inc | 0% | — | Unchanged |
| 42 | MSFT | Microsoft CORP | 0% | -2.09% | Trim |
| 43 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.15% | Trim |
| 45 | FIW | First Trust Water ETF | 0% | — | Add |
| 46 | SCHM | Schwab US Mid Cap ETF | 0% | +0.26% | Trim |
| 47 | VB | Vanguard Small-cap ETF | 0% | +0.29% | Trim |
| 48 | PSL | Invesco Dorsey Wright Consum | 0% | +0.05% | Add |
| 49 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 50 | DE | Deere & Co | 0% | +1.49% | Add |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $429.7M 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 42.9% 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 94 total portfolio adjustments, initiating 10 new buys, adding to 28 positions, trimming 49 holdings, and fully liquidating 7 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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