Selective Wealth Management, Inc.
Selective Wealth Management, Inc. reported 136 positions worth $381.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SGOV (25.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $96.9M | 25.41% | 963,067 | — | — | |
| ▸ 2 | VOO | SH | $75.1M | 19.71% | 109,970 | — | — | |
| ▸ 3 | SPYM | SH | $21.8M | 5.71% | 248,874 | — | — | |
| ▸ 4 | DFSD | SH | $12.2M | 3.19% | 254,953 | — | — | |
| ▸ 5 | AAPL | SH | $9.6M | 2.52% | 28,832 | — | — | |
| ▸ 6 | META | SH | $9.4M | 2.46% | 14,523 | — | — | |
| ▸ 7 | DFAC | SH | $9.3M | 2.43% | 209,906 | — | — | |
| ▸ 8 | VTI | SH | $7.6M | 2.00% | 20,809 | — | — | |
| ▸ 9 | WCLD | SH | $7.2M | 1.89% | 206,798 | — | — | |
| ▸ 10 | IVV | SH | $7.1M | 1.85% | 9,468 | — | — |
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Frequently Asked Questions
What stocks does Selective Wealth Management, Inc. hold as of Q2 2026?
Selective Wealth Management, Inc. reported 136 positions worth $381.2M in its Q2 2026 13F filing. Largest positions: SGOV (25.4%), VOO (19.7%), SPYM (5.7%), DFSD (3.2%) and AAPL (2.5%).
What did Selective Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Selective Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.