account_balance

Investment manager · 13F filer · SEC CIK 1755670

Selective Wealth Management, Inc.

Reported value$430Mas of Sep 30, 2026

Positions148 15 new, 3 sold out

Top 10 weight65.3%SGOV alone is 23%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SGOViShares Tr

23.0%Added +2%

VOOVanguard Index FDS

18.1%

SPYMSPDR Series Trust

7.4%Added +40%

DFSDDimensional ETF Trust

3.0%

DFACDimensional ETF Trust

2.8%+25%

AAPLApple Inc.

2.6%+11%

METAMeta Platforms, Inc.

2.5%

WCLDWisdomtree Tr

2.0%−5%

VTIVanguard Index FDS

2.0%Added +8%

DCORDfa Invt Dimensions Group In

1.9%Added +26%

IVViShares Tr

1.7%−2%

JEPIJ P Morgan Exchange Traded F

1.5%+4%

SGOViShares Tr

23.0%Added +2%

VOOVanguard Index FDS

18.1%

SPYMSPDR Series Trust

7.4%

DFSD3.0%

DFAC2.8%

AAPL2.6%META2.5%

WCLD2.0%

VTI2.0%

DCOR

IVV

JEPI

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SGOV iShares Tr 23.0% Added +2%

VOO Vanguard Index FDS 18.1% Held

SPYM SPDR Series Trust 7.4% Added +40%

DFSD Dimensional ETF Trust 3.0% Added +9%

DFAC Dimensional ETF Trust 2.8% Added +25%

AAPL Apple Inc. 2.6% Added +11%META Meta Platforms, Inc. 2.5% Held

WCLD Wisdomtree Tr 2.0% Trimmed −5%

VTI Vanguard Index FDS 2.0% Added +8%

DCOR Dfa Invt Dimensions Group In 1.9% Added +26%

IVV iShares Tr 1.7% Trimmed −2%

JEPI J P Morgan Exchange Traded F 1.5% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 20, 2026 filing

add_circleNew

LLY $388K
MU $344K
ILCG $337K
MA $335K

arrow_upwardAdded

DXUV +110%
DGCB +52%
SPYM +40%
DFGX +40%

arrow_downwardTrimmed

GTLB −68%
XLK −13%
WCLD −5%
TWLO −4%

remove_circleSold out

ITA $210K
WDC $204K
MVO $7.6K

Selective Wealth Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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