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CIK: 0001755670
Total reported value
$429.7M
$429.7M
136 檔
50.2%
During the Q2 2026 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 136 reported positions.
In Q2 2026, Selective Wealth Management, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 25.41% | -2.36% | +19.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.71% | -1.59% | +0.69% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | +1.67% | +23.69% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 3.19% | -0.15% | +9.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.03% | +4.20% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | +0.08% | +0.07% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.43% | +0.33% | +79.37% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | -0.03% | -15.04% | |
| 9 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 1.89% | +0.10% | -1.55% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.18% | -0.74% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.64% | -1.64% | EXIT | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.59% | -0.10% | -3.63% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.32% | +0.08% | +5.04% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 1.16% | +0.26% | -1.31% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 0.94% | +0.27% | -2.31% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 0.93% | +0.12% | +107.25% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 0.86% | +0.24% | -2.02% | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.85% | +0.35% | -4.22% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.05% | +1.80% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.22% | +9.89% | |
| 21 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.77% | -0.40% | -6.74% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.01% | +4.39% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.05% | +7.29% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | -0.01% | +6.78% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.30% | +3.34% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.53% | +0.15% | -3.59% | |
| 27 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.53% | +0.09% | +57.09% | |
| 28 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.48% | +0.09% | +70.96% | |
| 29 | TWLO | Twilio Inc - A | Stock-Tech | 0.47% | +0.06% | -83.18% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.03% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | +13.78% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.44% | -0.04% | -19.74% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | -0.08% | — | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.43% | +0.05% | +104.65% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.43% | -0.04% | -8.44% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.05% | +10.62% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.05% | -6.85% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | -0.03% | +0.03% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | -0.04% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.36% | EXIT | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.31% | -0.04% | -24.89% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | -0.02% | +10.57% | |
| 43 | DGCB | Dimensional Global Credit | ETF-Other | 0.28% | +0.09% | +76.36% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.26% | -0.03% | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.25% | -0.03% | — | |
| 46 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.24% | -0.02% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.24% | -0.05% | -0.41% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.03% | +33.30% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.05% | -7.10% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.22% | — | -1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.3% | +19.10% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +1% | +79.37% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.8% | +99.30% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +23.69% | Add |
| 5 | OKTA | Okta Inc | +0.5% | -1.31% | Trim |
| 6 | DFIC | Dimensional International Co | +0.4% | +107.25% | Add |
| 7 | AAPL | Apple Inc | +0.3% | +4.20% | Add |
| 8 | JMSB | John Marshall Bancorp Inc | +0.2% | NEW | New buy |
| 9 | WCLD | Wisdomtree Cloud Computing | +0.2% | -1.55% | Trim |
| 10 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +104.65% | Add |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.2% | +70.96% | Add |
| 12 | GTLB | Gitlab Inc-cl A | +0.2% | -6.74% | Trim |
| 13 | DFCF | Dimensional Core Fixed Inc | +0.2% | +57.09% | Add |
| 14 | AMGN | Amgen Inc | +0.2% | NEW | New buy |
| 15 | FAF | First American Financial | +0.2% | NEW | New buy |
| 16 | DXUV | Dimensional US Vtor Eqty ETF | +0.1% | NEW | New buy |
| 17 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 18 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 19 | DGCB | Dimensional Global Credit | +0.1% | +76.36% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 22 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | New buy |
| 23 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 24 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 25 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 26 | XVV | Ishares Esg Select Screened | +0.1% | NEW | New buy |
| 27 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 28 | VLUE | Ishares Msci USA Value Facto | +0.1% | NEW | New buy |
| 29 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 30 | ITA | Ishares U.s. Aerospace & Def | +0.1% | NEW | New buy |
| 31 | DFGR | Dim Global Real Estate ETF | +0.1% | +75.85% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 33 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 35 | ICSH | Ishares Ultra Short Duration | +0.1% | NEW | New buy |
| 36 | VEEV | Veeva Systems Inc-class A | 0% | -4.22% | Trim |
| 37 | AMAT | Applied Materials Inc | 0% | -0.41% | Trim |
| 38 | IWD | Ishares Russell 1000 Value E | 0% | +35.95% | Add |
| 39 | XOM | Exxon Mobil CORP | 0% | +26.54% | Add |
| 40 | VGT | Vanguard Info Tech ETF | 0% | +10.57% | Add |
| 41 | JPM | Jpmorgan Chase & Co | 0% | +14.05% | Add |
| 42 | XLE | Ss Energy Select Sector | 0% | +23.80% | Add |
| 43 | DISV | Dimensional International Sm | 0% | +27.63% | Add |
| 44 | AVGO | Broadcom Inc | 0% | +33.30% | Add |
| 45 | LRCX | Lam Research CORP | 0% | +3.31% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +10.75% | Add |
| 47 | DFAX | Dimensional World Ex US Core | 0% | +16.98% | Add |
| 48 | PAR | Par Technology Corp/del | 0% | +0.14% | Add |
| 49 | BX | Blackstone Inc | 0% | +11.85% | Add |
| 50 | V | Visa Inc-class A Shares | — | +4.39% | 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 136 disclosed positions in Q2 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 50.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
JMSB
市值: $911.7K
Top Position Liquidated / Trimmed
EPRT
前期市值: $676.5K
During Q2 2026, Selective Wealth Management, Inc.'s top holdings by market value included SGOV (25.4%)、VOO (19.7%)、SPYM (5.7%). The largest single position, SGOV, represented 25.4% of total portfolio value.
In Q2 2026, Selective Wealth Management, Inc. made 124 total portfolio adjustments, initiating 21 new buys, adding to 58 positions, trimming 40 holdings, and fully liquidating 5 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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