Selective Wealth Management, Inc.
CIK 0001755670 · FOREST, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$381.2M
2026 Q2
Positions
136
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SGOV
ISHARES TR
25.4%
VOO
VANGUARD INDEX FDS
19.7%
SPYM
SPDR SERIES TRUST
5.7%
DFSD
DIMENSIONAL ETF TRUST
3.2%
AAPL
APPLE INC
2.5%
META
META PLATFORMS INC
2.5%
DFAC
DIMENSIONAL ETF TRUST
2.4%
VTI
VANGUARD INDEX FDS
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.