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Size ($ in 1000's)
At 09/30/2025: $310,593
At 06/30/2025: $273,885Selective Wealth Management Inc. AUM history
Selective Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Selective Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Selective Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Selective Wealth Management Inc..
In the Selective Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Selective Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Selective Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
121,774 |
-1,349 |
$74,916 | | VOO | 121,774 | -1,349 | $74,916 | | ISHARES TR (SGOV) |
737,879 |
+208,145 |
$74,113 | | SGOV | 737,879 | +208,145 | $74,113 | | SPDR SERIES TRUST (SPLG) |
185,933 |
+46,573 |
$14,637 | | SPLG | 185,933 | +46,573 | $14,637 | | META PLATFORMS INC |
15,583 |
-342 |
$11,112 | | META | 15,583 | -342 | $11,112 | | WISDOMTREE TR |
279,317 |
-15,749 |
$9,709 | | WCLD | 279,317 | -15,749 | $9,709 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
144,939 |
-2,058 |
$8,243 | | JEPI | 144,939 | -2,058 | $8,243 | | ISHARES TR (IVV) |
10,973 |
-471 |
$7,379 | | IVV | 10,973 | -471 | $7,379 | | APPLE INC |
26,092 |
+527 |
$6,692 | | AAPL | 26,092 | +527 | $6,692 | | VANGUARD INDEX FDS (VTI) |
18,645 |
+2,655 |
$6,146 | | VTI | 18,645 | +2,655 | $6,146 | | VEEVA SYS INC |
19,594 |
-141 |
$6,000 | | VEEV | 19,594 | -141 | $6,000 | | TWILIO INC |
55,484 |
-1,773 |
$5,967 | | TWLO | 55,484 | -1,773 | $5,967 | | SALESFORCE INC |
22,007 |
-544 |
$5,276 | | CRM | 22,007 | -544 | $5,276 | | SERVICENOW INC |
4,567 |
+35 |
$4,130 | | NOW | 4,567 | +35 | $4,130 | | OKTA INC |
35,164 |
-1,163 |
$3,196 | | OKTA | 35,164 | -1,163 | $3,196 | | DOCUSIGN INC |
42,447 |
-2,226 |
$2,969 | | DOCU | 42,447 | -2,226 | $2,969 | | VISA INC |
8,263 |
+5 |
$2,912 | | V | 8,263 | +5 | $2,912 | | VANGUARD STAR FDS (VXUS) |
38,382 |
+12,925 |
$2,850 | | VXUS | 38,382 | +12,925 | $2,850 | | DIMENSIONAL ETF TRUST (DFSD) |
54,416 |
+46,483 |
$2,628 | | DFSD | 54,416 | +46,483 | $2,628 | | NVIDIA CORPORATION |
13,589 |
+2,301 |
$2,514 | | NVDA | 13,589 | +2,301 | $2,514 | | SPDR S&P 500 ETF TR (SPY) |
3,570 |
-8 |
$2,389 | | SPY | 3,570 | -8 | $2,389 | | MICROSOFT CORP |
4,498 |
-96 |
$2,357 | | MSFT | 4,498 | -96 | $2,357 | | INVESCO QQQ TR |
3,815 |
-1 |
$2,306 | | QQQ | 3,815 | -1 | $2,306 | | ALIBABA GROUP HLDG LTD |
12,534 |
-224 |
$2,273 | | BABA | 12,534 | -224 | $2,273 | | INTEL CORP |
58,713 |
-3,021 |
$2,182 | | INTC | 58,713 | -3,021 | $2,182 | | SCHWAB STRATEGIC TR |
73,712 |
UNCH |
$1,903 | | SCHB | 73,712 | UNCH | $1,903 | | VANGUARD BD INDEX FDS (BSV) |
23,055 |
-1,358 |
$1,817 | | BSV | 23,055 | -1,358 | $1,817 | | ISHARES TR (IWF) |
3,644 |
+18 |
$1,714 | | IWF | 3,644 | +18 | $1,714 | | VANGUARD WORLD FD (ESGV) |
13,955 |
-1,030 |
$1,659 | | ESGV | 13,955 | -1,030 | $1,659 | | SELECT SECTOR SPDR TR (XLK) |
5,541 |
UNCH |
$1,583 | | XLK | 5,541 | UNCH | $1,583 | | VANGUARD INDEX FDS (VXF) |
7,148 |
+736 |
$1,503 | | VXF | 7,148 | +736 | $1,503 | | INTERNATIONAL BUSINESS MACHS |
4,623 |
-515 |
$1,358 | | IBM | 4,623 | -515 | $1,358 | | AMAZON COM INC |
5,733 |
+772 |
$1,271 | | AMZN | 5,733 | +772 | $1,271 | | EXXON MOBIL CORP |
10,319 |
-824 |
$1,179 | | XOM | 10,319 | -824 | $1,179 | | VANGUARD INDEX FDS (VTV) |
6,269 |
+3,653 |
$1,173 | | VTV | 6,269 | +3,653 | $1,173 |  BERKSHIRE HATHAWAY INC DEL |
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$1,055 | | BRK.B | 2,100 | +58 | $1,055 | | VANGUARD WORLD FD (VGT) |
1,376 |
-1 |
$1,039 | | VGT | 1,376 | -1 | $1,039 | | WALMART INC |
10,064 |
+299 |
$1,039 | | WMT | 10,064 | +299 | $1,039 | | SPDR DOW JONES INDL AVERAGE (DIA) |
2,188 |
UNCH |
$1,020 | | DIA | 2,188 | UNCH | $1,020 | | ALPHABET INC |
4,021 |
+320 |
$988 | | GOOGL | 4,021 | +320 | $988 | | ISHARES TR (IWR) |
9,158 |
UNCH |
$885 | | IWR | 9,158 | UNCH | $885 | | PAYPAL HLDGS INC |
12,618 |
-373 |
$846 | | PYPL | 12,618 | -373 | $846 | | ISHARES TR (SOXX) |
2,810 |
+512 |
$792 | | SOXX | 2,810 | +512 | $792 | | SPDR SERIES TRUST (SPYD) |
17,195 |
-1,145 |
$754 | | SPYD | 17,195 | -1,145 | $754 | | COSTCO WHSL CORP NEW |
810 |
+168 |
$741 | | COST | 810 | +168 | $741 | | DIMENSIONAL ETF TRUST (DFAC) |
18,997 |
+18,997 |
$734 | | DFAC | 18,997 | +18,997 | $734 | | AMERICAN CENTY ETF TR (AVDV) |
7,957 |
+1,525 |
$713 | | AVDV | 7,957 | +1,525 | $713 | | ISHARES TR (STIP) |
6,906 |
-673 |
$713 | | STIP | 6,906 | -673 | $713 | | ISHARES TR (IEFA) |
7,764 |
UNCH |
$685 | | IEFA | 7,764 | UNCH | $685 | | INVESCO EXCHANGE TRADED FD T (XLG) |
11,172 |
UNCH |
$646 | | XLG | 11,172 | UNCH | $646 | | ESSENTIAL PPTYS RLTY TR INC |
21,709 |
UNCH |
$635 | | EPRT | 21,709 | UNCH | $635 |
See Full List: All Stocks Held By Selective Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Selective Wealth Management Inc.
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