Selective Wealth Management, Inc.

Est. AUM

$337.5M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$81.4M	808654	24.12%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$71.5M	109218	21.17%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$16.9M	201213	4.99%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$11.1M	232241	3.29%	SOLE
5	META PLATFORMS INC	CL A	$9.7M	14513	2.88%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$8.6M	24493	2.54%	SOLE
7	APPLE INC	COM	$7.5M	27669	2.21%	SOLE
8	TWILIO INC	CL A	$7.3M	51691	2.16%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$6.8M	9539	2.02%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.3M	111098	1.88%	SOLE
11	WISDOMTREE TR	CLOUD COMPUTNG	$5.7M	210060	1.70%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.9M	117025	1.46%	SOLE
13	VANGUARD STAR FDS	VG TL INTL STK F	$4.7M	57342	1.38%	SOLE
14	INTEL CORP	COM	$3.6M	37582	1.06%	SOLE
15	SALESFORCE INC	COM	$3.6M	19634	1.05%	SOLE
16	DOCUSIGN INC	COM	$3.3M	69320	0.96%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$3.0M	38189	0.88%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$2.8M	4211	0.83%	SOLE
19	NVIDIA CORPORATION	COM	$2.8M	13158	0.82%	SOLE
20	VEEVA SYS INC	CL A COM	$2.7M	17307	0.81%	SOLE
21	VISA INC	COM CL A	$2.6M	7699	0.76%	SOLE
22	OKTA INC	CL A	$2.3M	30002	0.68%	SOLE
23	MICROSOFT CORP	COM	$2.1M	5037	0.63%	SOLE
24	GITLAB INC	CLASS A COM	$2.1M	95602	0.62%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	2896	0.61%	SOLE
26	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.0M	73712	0.60%	SOLE
27	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.0M	40416	0.59%	SOLE
28	SERVICENOW INC	COM	$1.8M	20304	0.53%	SOLE
29	ISHARES TR	RUS 1000 GRW ETF	$1.7M	14414	0.51%	SOLE
30	VANGUARD WORLD FD	ESG US STK ETF	$1.7M	13594	0.50%	SOLE
31	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.7M	45989	0.50%	SOLE
32	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.6M	20237	0.47%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	9476	0.45%	SOLE
34	ALPHABET INC	CAP STK CL A	$1.5M	4290	0.44%	SOLE
35	AMAZON COM INC	COM	$1.4M	5478	0.43%	SOLE
36	ISHARES TR	ISHARES SEMICDTR	$1.4M	3001	0.40%	SOLE
37	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.3M	5837	0.38%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6331	0.38%	SOLE
39	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.3M	30359	0.38%	SOLE
40	EXXON MOBIL CORP	COM	$1.1M	7366	0.34%	SOLE
41	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$1.0M	19981	0.31%	SOLE
42	ISHARES TR	RUS MID CAP ETF	$938K	9158	0.28%	SOLE
43	VANGUARD WORLD FD	INF TECH ETF	$935K	9062	0.28%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$898K	1888	0.27%	SOLE
45	STATE STR SPDR DOW JONES IND	UT SER 1	$877K	1796	0.26%	SOLE
46	AMERICAN CENTY ETF TR	INTL SMCP VLU	$864K	8337	0.26%	SOLE
47	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$814K	21370	0.24%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$775K	16739	0.23%	SOLE
49	WALMART INC	COM	$768K	6002	0.23%	SOLE
50	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$764K	10061	0.23%	SOLE

1–50 of 120

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.