Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $332 Million
  • Q4 2025

Selective Wealth Management, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $332 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $78.9M, Vanguard Index Fds S&P 500 ETF with a value of $73.3M, Service Now, Inc. with a value of $18.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $15.8M, and Meta Platforms, Inc. with a value of $9.28M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $308M to 332M.

Below you can find more details about Selective Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $332 Million
ETFs: $247 Million
Technology: $46 Million
Communication Services: $18.4 Million
Financial Services: $6.81 Million
Healthcare: $5.86 Million
Consumer Cyclical: $3.59 Million
Energy: $1.49 Million
Consumer Defensive: $1.28 Million
Other: $1.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$18.3 Million 5.52% of portfolio
21,931
Q4 2025 Added 380.21%
$21.7B
$6.81 Million 2.05% of portfolio
54,305
Q4 2025 Reduced 2.12%
$41.2B
$5.57 Million 1.68% of portfolio
18,977
Q4 2025 Reduced 3.15%
$12.7B
$2.8 Million 0.84% of portfolio
33,394
Q4 2025 Reduced 5.03%
$13.6B
$2.77 Million 0.83% of portfolio
40,831
Q4 2025 Reduced 3.81%
$143B
$1.88 Million 0.57% of portfolio
54,150
Q4 2025 Reduced 7.77%
$71.6B
$746,000 0.22% of portfolio
12,057
Q4 2025 Reduced 4.45%
$139B
$597,000 0.18% of portfolio
1,745
Q4 2025 New
$152B
$603,000 0.18% of portfolio
2,500
Q4 2025 Added 0.2%
$49.1B
$536,000 0.16% of portfolio
4,864
Q4 2025 Added 948.28%
$197B
$397,000 0.12% of portfolio
1,737
Q4 2025 Reduced 1.08%
$31.5B
$368,000 0.11% of portfolio
5,225
Q4 2025 Reduced 20.8%
$132B
$329,000 0.1% of portfolio
1,462
Q4 2025 Reduced 33.76%
$59.5B
$325,000 0.1% of portfolio
7,260
Q4 2025 Reduced 3.97%
$84.9B
$304,000 0.09% of portfolio
2,000
Q4 2025 Reduced 1.48%
$98.1B
$250,000 0.08% of portfolio
1,807
Q4 2025 Reduced 0.17%
$85.9B
$218,000 0.07% of portfolio
1,045
Q4 2025 Added 1.55%
$68.7B
$186,000 0.06% of portfolio
1,976
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $332 Million
  • Prior Value $308 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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