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CIK: 0001755670
Total reported value
$381.2M
$381.2M
120 檔
50.0%
In Q1 2026, Selective Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $381.2M, distributed across 120 disclosed stock positions.
Selective Wealth Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 21 new positions while fully exiting 9 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 24.12% | +1.29% | +3.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.17% | -1.46% | -8.00% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | +0.72% | +0.48% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 3.29% | -0.10% | +41.46% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.88% | -0.42% | -4.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.54% | -0.54% | +18.00% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.31% | -4.32% | |
| 8 | TWLO | Twilio Inc - A | Stock-Tech | 2.16% | -1.69% | -4.81% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.17% | -1.78% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.88% | -0.29% | -4.38% | |
| 11 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 1.70% | +0.19% | -19.57% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.46% | +0.97% | +169.26% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.38% | -0.06% | +22.39% | |
| 14 | INTC | Intel CORP | Stock-Tech | 1.06% | -0.90% | -30.60% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.19% | -7.43% | |
| 16 | DOCU | Docusign Inc | Stock-Tech | 0.96% | -0.02% | +69.77% | |
| 17 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.88% | +0.76% | +544.21% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | -0.05% | -6.48% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | -0.05% | +2.25% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.81% | +0.04% | -8.80% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | — | -5.50% | |
| 22 | OKTA | Okta Inc | Stock-Tech | 0.68% | +0.48% | -10.16% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.09% | +3.90% | |
| 24 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.62% | +0.15% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | — | -7.83% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | -0.01% | — | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.59% | -0.15% | — | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.53% | — | -7.42% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.06% | +304.32% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.50% | -0.07% | +0.71% | |
| 31 | DFIC | Dimensional International Co | ETF-Other | 0.50% | +0.43% | +304.05% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.09% | -9.89% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | -0.01% | -15.41% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | — | -1.52% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.04% | -3.71% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | -0.09% | -8.23% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.38% | -0.02% | -17.32% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.02% | +0.84% | |
| 39 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.38% | +0.15% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.02% | -0.58% | |
| 41 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.31% | +0.17% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.28% | -0.02% | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.02% | +528.87% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.04% | -2.98% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | -0.01% | -17.99% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.26% | -0.04% | +4.91% | |
| 47 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.24% | +0.19% | — | |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.23% | -0.03% | -0.22% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.07% | -7.52% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.9% | +169.26% | Add |
| 2 | DFSD | Dimensional Short Duration | +0.8% | +41.46% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.7% | +544.21% | Add |
| 4 | DFIC | Dimensional International Co | +0.4% | +304.05% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +18.00% | Add |
| 6 | INTC | Intel CORP | +0.2% | -30.60% | Trim |
| 7 | VXUS | Vanguard Total Intl Stock | +0.2% | +22.39% | Add |
| 8 | DOCU | Docusign Inc | +0.2% | +69.77% | Add |
| 9 | TWLO | Twilio Inc - A | +0.1% | -4.81% | Trim |
| 10 | DGCB | Dimensional Global Credit | +0.1% | +162.37% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +2.25% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | -8.23% | Trim |
| 13 | XOM | Exxon Mobil CORP | 0% | -0.58% | Trim |
| 14 | DFAX | Dimensional World Ex US Core | 0% | +52.74% | Add |
| 15 | AVGO | Broadcom Inc | 0% | +2.92% | Add |
| 16 | SCHM | Schwab US Mid Cap ETF | 0% | +21.99% | Add |
| 17 | AMAT | Applied Materials Inc | 0% | -0.75% | Trim |
| 18 | XLE | Ss Energy Select Sector | 0% | +0.05% | Add |
| 19 | VB | Vanguard Small-cap ETF | 0% | +23.61% | Add |
| 20 | AVDV | Avantis Intl S/c Value ETF | 0% | +4.91% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | -3.71% | Trim |
| 22 | CVX | Chevron CORP | 0% | +14.94% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +5.01% | Add |
| 24 | GLDM | Spdr Gold Minishares Trust | 0% | +12.96% | Add |
| 25 | AVUV | Avantis US Small Cap Value | 0% | — | Unchanged |
| 26 | LRCX | Lam Research CORP | 0% | +1.14% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +9.13% | Add |
| 28 | ITOT | Ishares Core S&p Total U.s. | 0% | +7.92% | Add |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | — | Unchanged |
| 30 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 31 | VEA | Vanguard Ftse Developed ETF | — | +3.70% | Add |
| 32 | FTEC | Fidelity Msci Info Tech Indx | — | +0.06% | Add |
| 33 | AHR | American Healthcare Reit Inc | — | — | Unchanged |
| 34 | OKE | Oneok Inc | — | -12.82% | Trim |
| 35 | PDP | Invesco Dorsey Wright Moment | — | — | Unchanged |
| 36 | VYM | Vanguard High Dvd Yield ETF | — | +0.04% | Add |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | — | +0.03% | Add |
| 38 | XT | Ishar Fture Exp Tech Etf-usd | — | — | Unchanged |
| 39 | NFLX | Netflix Inc | — | -1.60% | Trim |
| 40 | WM | Waste Management Inc | — | — | Unchanged |
| 41 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 42 | PGR | Progressive CORP | — | -1.85% | Trim |
| 43 | FIDU | Fidelity Msci Indust Indx | — | +0.12% | Add |
| 44 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 45 | TFC | Truist Financial CORP | — | — | Unchanged |
| 46 | IJR | Ishares Core S&p Small-cap E | — | -3.68% | Trim |
| 47 | MVO | Mv Oil Trust | — | -14.09% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 49 | SHAK 0 03-01-28Bond | Shake Shack Inc | — | — | Unchanged |
| 50 | GOOGL | Alphabet Inc-cl A | 0% | -1.52% | Trim |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 120 disclosed positions in Q1 2026.
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 50.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GTLB
市值: $2.1M
Top Position Liquidated / Trimmed
BABA
前期市值: $2.0M
During Q1 2026, Selective Wealth Management, Inc.'s top holdings by market value included SGOV (24.1%)、VOO (21.2%)、SPYM (5.0%). The largest single position, SGOV, represented 24.1% of total portfolio value.
In Q1 2026, Selective Wealth Management, Inc. made 113 total portfolio adjustments, initiating 21 new buys, adding to 38 positions, trimming 45 holdings, and fully liquidating 9 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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