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CIK: 0001755670
Total reported value
$381.2M
$381.2M
108 檔
49.5%
The Q4 2025 SEC filing reveals that Selective Wealth Management, Inc. held a total portfolio value of $381.2M, covering 108 public equity positions.
Selective Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 24.61% | +1.29% | +6.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.59% | -1.46% | -2.51% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +0.72% | +7.70% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.95% | -0.42% | -2.30% | |
| 5 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 2.67% | +0.19% | -6.49% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.46% | -0.10% | +201.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.31% | +10.83% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | -0.54% | +11.32% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.12% | -0.29% | -19.84% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | -0.17% | -11.49% | |
| 11 | TWLO | Twilio Inc - A | Stock-Tech | 2.03% | -1.69% | -2.12% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.55% | -0.19% | -3.63% | |
| 13 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.30% | +0.04% | -3.15% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.15% | -0.06% | +22.07% | |
| 15 | OKTA | Okta Inc | Stock-Tech | 0.96% | +0.48% | -5.03% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 0.90% | — | +380.21% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | -0.05% | +18.03% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | — | -1.40% | |
| 19 | INTC | Intel CORP | Stock-Tech | 0.82% | -0.90% | -7.77% | |
| 20 | DOCU | Docusign Inc | Stock-Tech | 0.76% | -0.02% | -3.81% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.05% | -5.31% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.09% | +7.78% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | -11.99% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.62% | — | -7.31% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.62% | -0.01% | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | +0.97% | +128.78% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.55% | -0.09% | -2.59% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.06% | -2.17% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.51% | -0.07% | -3.27% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.01% | +102.17% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.49% | -0.02% | -1.23% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | — | +8.33% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.04% | -0.77% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.02% | +0.14% | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.34% | -0.09% | +16.37% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | +0.02% | +4.72% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | -0.01% | +0.09% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.04% | -29.12% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.04% | -7.33% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | +0.02% | -28.20% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | -0.02% | — | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.24% | -0.04% | -0.13% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.07% | -35.51% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.24% | -0.03% | -2.44% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | +0.48% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.22% | -0.03% | +0.20% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | -0.02% | +9.39% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.01% | +3.53% | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.21% | -0.01% | -4.45% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | -0.01% | +2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | +1.6% | +201.71% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +6.30% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +7.70% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.3% | +128.78% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +11.32% | Add |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +22.07% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +10.83% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.03% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.33% | Add |
| 10 | INTC | Intel CORP | +0.1% | -7.77% | Trim |
| 11 | TWLO | Twilio Inc - A | +0.1% | -2.12% | Trim |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | +16.37% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +3.53% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -1.08% | Trim |
| 15 | NFLX | Netflix Inc | -0.1% | +948.28% | Add |
| 16 | MSFT | Microsoft CORP | -0.1% | +7.78% | Add |
| 17 | OKTA | Okta Inc | -0.1% | -5.03% | Trim |
| 18 | PGR | Progressive CORP | -0.1% | -33.76% | Trim |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -28.20% | Trim |
| 20 | WMT | Walmart Inc | -0.1% | -35.51% | Trim |
| 21 | PYPL | Paypal Holdings Inc | -0.1% | -4.45% | Trim |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.99% | Trim |
| 23 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -7.31% | Trim |
| 24 | V | Visa Inc-class A Shares | -0.1% | -1.40% | Trim |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -29.12% | Trim |
| 26 | CRM | Salesforce Inc | -0.2% | -3.63% | Trim |
| 27 | DOCU | Docusign Inc | -0.2% | -3.81% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.3% | -11.49% | Trim |
| 29 | NOW | Servicenow Inc | -0.4% | +380.21% | Add |
| 30 | WCLD | Wisdomtree Cloud Computing | -0.5% | -6.49% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | -0.5% | -2.51% | Trim |
| 32 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -19.84% | Trim |
| 33 | VEEV | Veeva Systems Inc-class A | -0.6% | -3.15% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.6% | -2.30% | Trim |
| 35 | AVGO | Broadcom Inc | — | NEW | New buy |
| 36 | DCOR | Dimensional US Core Eq 1 ETF | — | NEW | New buy |
| 37 | DFIC | Dimensional International Co | — | NEW | New buy |
| 38 | MFC | Manulife Financial CORP | — | EXIT | Sold out |
| 39 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 40 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 41 | TMFC | Motley Fool 100 Index ETF | — | EXIT | Sold out |
| 42 | HD | Home Depot Inc | — | NEW | New buy |
| 43 | T | At&t Inc | — | EXIT | Sold out |
| 44 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 45 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 46 | CVX | Chevron CORP | — | NEW | New buy |
| 47 | PSL | Invesco Dorsey Wright Consum | — | EXIT | Sold out |
| 48 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 49 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 50 | IBB | Ishares Biotechnology ETF | — | 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 108 disclosed positions in Q4 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 SGOV, VOO, SPYM) accounted for 49.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $598.7K
Top Position Liquidated / Trimmed
MFC
前期市值: $278.1K
During Q4 2025, Selective Wealth Management, Inc.'s top holdings by market value included SGOV (24.6%)、VOO (23.6%)、SPYM (5.1%). The largest single position, SGOV, represented 24.6% of total portfolio value.
In Q4 2025, Selective Wealth Management, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 6 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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