The Analysis of Selective Wealth Management, Inc.'s Holdings

Currently, Selective Wealth Management, Inc. holds 107 types of securities in its portfolio with a total value $310.7M. In the most recent quarter, they have increased their positions in SGOV (+208.1K shares, valued at $20.9M), SPYM (+46.6K shares, valued at $3.7M), DFSD (+46.5K shares, valued at $2.2M); decreased their positions in VOO (-1.3K shares, valued at $829.9K), WCLD (-15.7K shares, valued at $547.4K), TSLA (-795 shares, valued at $344.3K); initiated new positions in DFAC (+19.0K shares, valued at $734.2K), VYM (+2.5K shares, valued at $345.7K), MA (+431 shares, valued at $250.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS121.8K shares-1.10%2025-09-302025-10-10

SGOV ISHARES TR737.9K shares39.29%2025-09-302025-10-10

SPYM SPDR SERIES TRUST185.9K shares33.42%2025-09-302025-10-10

META META PLATFORMS INC15.6K shares-2.15%2025-09-302025-10-10

WCLD WISDOMTREE TR279.3K shares-5.34%2025-09-302025-10-10

JEPI J P MORGAN EXCHANGE TRADED F144.9K shares-1.40%2025-09-302025-10-10

IVV ISHARES TR11.0K shares-4.12%2025-09-302025-10-10

AAPL APPLE INC26.1K shares2.06%2025-09-302025-10-10

Sponsored

VTI VANGUARD INDEX FDS18.6K shares16.60%2025-09-302025-10-10

VEEV VEEVA SYS INC19.6K shares-0.71%2025-09-302025-10-10

TWLO TWILIO INC55.5K shares-3.10%2025-09-302025-10-10

CRM SALESFORCE INC22.0K shares-2.41%2025-09-302025-10-10

NOW SERVICENOW INC4.6K shares0.77%2025-09-302025-10-10

OKTA OKTA INC35.2K shares-3.20%2025-09-302025-10-10

DOCU DOCUSIGN INC42.4K shares-4.98%2025-09-302025-10-10

V VISA INC8.3K shares0.06%2025-09-302025-10-10

Sponsored

VXUS VANGUARD STAR FDS38.4K shares50.77%2025-09-302025-10-10

DFSD DIMENSIONAL ETF TRUST54.4K shares585.94%2025-09-302025-10-10

NVDA NVIDIA CORPORATION13.6K shares20.38%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR3.6K shares-0.22%2025-09-302025-10-10

MSFT MICROSOFT CORP4.5K shares-2.09%2025-09-302025-10-10

QQQ INVESCO QQQ TR3.8K shares-0.03%2025-09-302025-10-10

BABA ALIBABA GROUP HLDG LTD12.5K shares-1.76%2025-09-302025-10-10

INTC INTEL CORP58.7K shares-4.89%2025-09-302025-10-10

Sponsored

SCHB SCHWAB STRATEGIC TR73.7K shares0.00%2025-09-302025-10-10

BSV VANGUARD BD INDEX FDS23.1K shares-5.56%2025-09-302025-10-10

IWF ISHARES TR3.6K shares0.50%2025-09-302025-10-10

ESGV VANGUARD WORLD FD14.0K shares-6.87%2025-09-302025-10-10

XLK SELECT SECTOR SPDR TR5.5K shares0.00%2025-09-302025-10-10

VXF VANGUARD INDEX FDS7.1K shares11.48%2025-09-302025-10-10

IBM INTERNATIONAL BUSINESS MACHS4.6K shares-10.02%2025-09-302025-10-10

AMZN AMAZON COM INC5.7K shares15.56%2025-09-302025-10-10

Sponsored

XOM EXXON MOBIL CORP10.3K shares-7.39%2025-09-302025-10-10

VTV VANGUARD INDEX FDS6.3K shares139.64%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares2.84%2025-09-302025-10-10

WMT WALMART INC10.1K shares3.06%2025-09-302025-10-10

VGT VANGUARD WORLD FD1.4K shares-0.07%2025-09-302025-10-10

DIA SPDR DOW JONES INDL AVERAGE2.2K shares0.00%2025-09-302025-10-10

GOOGL ALPHABET INC4.0K shares8.65%2025-09-302025-10-10

PYPL PAYPAL HLDGS INC12.6K shares-2.87%2025-09-302025-10-10

Sponsored

IWR ISHARES TR9.2K shares0.00%2025-09-302025-10-10

SOXX ISHARES TR2.8K shares22.28%2025-09-302025-10-10

SPYD SPDR SERIES TRUST17.2K shares-6.24%2025-09-302025-10-10

COST COSTCO WHSL CORP NEW810 shares26.17%2025-09-302025-10-10

DFAC DIMENSIONAL ETF TRUST19.0K sharesnew addition2025-09-302025-10-10

STIP ISHARES TR6.9K shares-8.88%2025-09-302025-10-10

AVDV AMERICAN CENTY ETF TR8.0K shares23.71%2025-09-302025-10-10

IEFA ISHARES TR7.8K shares0.00%2025-09-302025-10-10

Sponsored

XLG INVESCO EXCHANGE TRADED FD T11.2K shares0.00%2025-09-302025-10-10

EPRT ESSENTIAL PPTYS RLTY TR INC21.7K shares0.00%2025-09-302025-10-10

DVY ISHARES TR4.4K shares0.52%2025-09-302025-10-10

ACN ACCENTURE PLC IRELAND2.5K shares0.00%2025-09-302025-10-10

VO VANGUARD INDEX FDS2.1K shares-0.09%2025-09-302025-10-10

VEA VANGUARD TAX-MANAGED FDS10.2K shares63.35%2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.2.0K shares-12.08%2025-09-302025-10-10

NFLX NETFLIX INC464 shares15.42%2025-09-302025-10-10

Sponsored

AVUV AMERICAN CENTY ETF TR5.5K shares26.27%2025-09-302025-10-10

AHR AMERICAN HEALTHCARE REIT INC13.1K shares0.00%2025-09-302025-10-10

PGR PROGRESSIVE CORP2.2K shares2.08%2025-09-302025-10-10

VBR VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-10

SDY SPDR SERIES TRUST3.6K shares-0.49%2025-09-302025-10-10

BAC BANK AMERICA CORP9.8K shares-24.75%2025-09-302025-10-10

GOOG ALPHABET INC2.0K shares0.51%2025-09-302025-10-10

XLE SELECT SECTOR SPDR TR5.5K shares0.51%2025-09-302025-10-10

Sponsored

OKE ONEOK INC NEW6.6K shares-5.60%2025-09-302025-10-10

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-38.59%2025-09-302025-10-10

FTEC FIDELITY COVINGTON TRUST1.8K shares76.47%2025-09-302025-10-10

GLDM WORLD GOLD TR5.1K shares0.00%2025-09-302025-10-10

FNDF SCHWAB STRATEGIC TR9.1K shares0.00%2025-09-302025-10-10

IWO ISHARES TR1.2K shares0.00%2025-09-302025-10-10

IJH ISHARES TR5.8K shares0.15%2025-09-302025-10-10

AMAT APPLIED MATLS INC1.8K shares0.17%2025-09-302025-10-10

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-09-302025-10-10

SCHM SCHWAB STRATEGIC TR12.1K shares0.26%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON1.9K shares0.00%2025-09-302025-10-10

VYM VANGUARD WHITEHALL FDS2.5K sharesnew addition2025-09-302025-10-10

SCHI SCHWAB STRATEGIC TR14.8K shares-3.84%2025-09-302025-10-10

TFC TRUIST FINL CORP7.6K shares2.58%2025-09-302025-10-10

PDP INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2025-09-302025-10-10

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares1.50%2025-09-302025-10-10

Sponsored

XT ISHARES TR4.3K shares0.00%2025-09-302025-10-10

BX BLACKSTONE INC1.8K shares0.00%2025-09-302025-10-10

SCHA SCHWAB STRATEGIC TR10.2K shares-3.67%2025-09-302025-10-10

ONEQ FIDELITY COMWLTH TR3.2K shares0.06%2025-09-302025-10-10

MFC MANULIFE FINL CORP8.7K shares0.00%2025-09-302025-10-10

IWD ISHARES TR1.3K shares0.00%2025-09-302025-10-10

VB VANGUARD INDEX FDS1.0K shares0.29%2025-09-302025-10-10

MA MASTERCARD INCORPORATED431 sharesnew addition2025-09-302025-10-10

Sponsored

ITOT ISHARES TR1.7K sharesnew addition2025-09-302025-10-10

TMFC RBB FD INC3.4K sharesnew addition2025-09-302025-10-10

LRCX LAM RESEARCH CORP1.6K sharesnew addition2025-09-302025-10-10

FIDU FIDELITY COVINGTON TRUST2.8K shares0.15%2025-09-302025-10-10

WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-10-10

T AT&T INC8.5K shares-21.39%2025-09-302025-10-10

DE DEERE & CO476 shares1.49%2025-09-302025-10-10

PNFP PINNACLE FINL PARTNERS INC2.3K shares0.00%2025-09-302025-10-10

Sponsored

TSLA TESLA INC481 shares-62.30%2025-09-302025-10-10

PSL INVESCO EXCHANGE TRADED FD T1.9K shares0.05%2025-09-302025-10-10

BMY BRISTOL-MYERS SQUIBB CO4.6K shares-4.19%2025-09-302025-10-10

DGCB DIMENSIONAL ETF TRUST3.7K sharesnew addition2025-09-302025-10-10

MTUM ISHARES TR794 sharesnew addition2025-09-302025-10-10

MVO MV OIL TR21.4K shares-9.65%2025-09-302025-10-10

RITM RITHM CAPITAL CORP10.3K shares-0.62%2025-09-302025-10-10

SHAKE SHACK INC SHAKE SHACK INC29.0K shares0.00%2025-09-302025-10-10

Sponsored

JETBLUE AIRWAYS CORP JETBLUE AIRWAYS CORP20.0K shares0.00%2025-09-302025-10-10

FARO TECHNOLOGIES INC FARO TECHNOLOGIES INC15.0K shares0.00%2025-09-302025-10-10

EVENTBRITE INC EVENTBRITE INC15.0K shares0.00%2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available