Selective Wealth Management, Inc. Top Holdings and 13F Report (2025) About Selective Wealth Management, Inc.Investment ActivitySelective Wealth Management, Inc. has $310.69 million in total holdings as of September 30, 2025.Selective Wealth Management, Inc. owns shares of 107 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.92% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Selective Wealth Management, Inc. has purchased 103 new stocks and bought additional shares in 37 stocks.Selective Wealth Management, Inc. sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $74,915,532iShares 0-3 Month Treasury Bond ETF $74,112,607SPDR Portfolio S&P 500 ETF $14,636,675Meta Platforms $11,112,070WisdomTree Cloud Computing Fund $9,709,050 Largest New Holdings this Quarter 25434V708 - Dimensional U.S. Core Equity 2 ETF $734,246 Holding921946406 - Vanguard High Dividend Yield ETF $345,671 Holding57636Q104 - Mastercard $250,070 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $244,572 Holding74933W601 - Motley Fool 100 Index ETF $239,362 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 208,145 shares (about $20.91M)SPDR Portfolio S&P 500 ETF 46,573 shares (about $3.67M)Dimensional Short-Duration Fixed Income ETF 46,483 shares (about $2.25M)Vanguard Total International Stock ETF 12,925 shares (about $959.56K)Vanguard Total Stock Market ETF 2,655 shares (about $875.13K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,349 shares (about $829.91K)WisdomTree Cloud Computing Fund 15,749 shares (about $547.43K)Tesla 795 shares (about $344.31K)iShares Core S&P 500 ETF 471 shares (about $316.71K)Vanguard Dividend Appreciation ETF 1,279 shares (about $277.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSelective Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$74,915,532$829,907 ▼-1.1%121,77424.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$74,112,607$20,906,095 ▲39.3%737,87923.9%ETFSPLGSPDR Portfolio S&P 500 ETF$14,636,675$3,666,234 ▲33.4%185,9334.7%ETFMETAMeta Platforms$11,112,070$243,877 ▼-2.1%15,5833.6%Computer and TechnologyWCLDWisdomTree Cloud Computing Fund$9,709,050$547,435 ▼-5.3%279,3173.1%ManufacturingJEPIJPMorgan Equity Premium Income ETF$8,242,703$117,039 ▼-1.4%144,9392.7%ETFIVViShares Core S&P 500 ETF$7,378,519$316,712 ▼-4.1%10,9732.4%ETFAAPLApple$6,692,177$135,167 ▲2.1%26,0922.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$6,145,674$875,128 ▲16.6%18,6452.0%ETFVEEVVeeva Systems$6,000,042$43,177 ▼-0.7%19,5941.9%MedicalTWLOTwilio$5,967,304$190,686 ▼-3.1%55,4841.9%Computer and TechnologyCRMSalesforce$5,275,998$130,420 ▼-2.4%22,0071.7%Computer and TechnologyNOWServiceNow$4,129,664$31,648 ▲0.8%4,5671.3%Computer and TechnologyOKTAOkta$3,196,056$105,705 ▼-3.2%35,1641.0%Computer and TechnologyDOCUDocusign$2,968,731$155,686 ▼-5.0%42,4471.0%Computer and TechnologyVVisa$2,912,116$1,762 ▲0.1%8,2630.9%Business ServicesVXUSVanguard Total International Stock ETF$2,849,506$959,561 ▲50.8%38,3820.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,628,286$2,245,123 ▲585.9%54,4160.8%ETFNVDANVIDIA$2,514,487$425,773 ▲20.4%13,5890.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,388,530$5,352 ▼-0.2%3,5700.8%FinanceMSFTMicrosoft$2,357,044$50,306 ▼-2.1%4,4980.8%Computer and TechnologyQQQInvesco QQQ$2,305,982$604 ▼0.0%3,8150.7%FinanceBABAAlibaba Group$2,272,790$40,618 ▼-1.8%12,5340.7%Retail/WholesaleINTCIntel$2,182,349$112,290 ▼-4.9%58,7130.7%Computer and TechnologySCHBSchwab US Broad Market ETF$1,903,2460.0%73,7120.6%ETFBSVVanguard Short-Term Bond ETF$1,816,734$107,010 ▼-5.6%23,0550.6%ETFIWFiShares Russell 1000 Growth ETF$1,713,521$8,464 ▲0.5%3,6440.6%ETFESGVVanguard ESG U.S. Stock ETF$1,658,887$122,440 ▼-6.9%13,9550.5%ETFXLKTechnology Select Sector SPDR Fund$1,582,9530.0%5,5410.5%ETFVXFVanguard Extended Market ETF$1,503,133$154,771 ▲11.5%7,1480.5%ETFIBMInternational Business Machines$1,358,500$151,336 ▼-10.0%4,6230.4%Computer and TechnologyAMZNAmazon.com$1,271,372$171,202 ▲15.6%5,7330.4%Retail/WholesaleXOMExxon Mobil$1,179,017$94,148 ▼-7.4%10,3190.4%EnergyVTVVanguard Value ETF$1,173,379$683,738 ▲139.6%6,2690.4%ETFBRK.BBerkshire Hathaway$1,054,667$29,129 ▲2.8%2,1000.3%FinanceWMTWalmart$1,039,055$30,870 ▲3.1%10,0640.3%Retail/WholesaleVGTVanguard Information Technology ETF$1,038,910$755 ▼-0.1%1,3760.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,019,7250.0%2,1880.3%FinanceGOOGLAlphabet$988,202$78,643 ▲8.6%4,0210.3%Computer and TechnologyPYPLPayPal$941,429$27,830 ▼-2.9%12,6180.3%Business ServicesIWRiShares Russell Mid-Cap ETF$885,2140.0%9,1580.3%ETFSOXXiShares Semiconductor ETF$792,279$144,358 ▲22.3%2,8100.3%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$754,165$50,219 ▼-6.2%17,1950.2%ETFCOSTCostco Wholesale$740,998$153,688 ▲26.2%8100.2%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$734,246$734,246 ▲New Holding18,9970.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$713,218$69,504 ▼-8.9%6,9060.2%ETFAVDVAvantis International Small Cap Value ETF$713,106$136,670 ▲23.7%7,9570.2%ETFIEFAiShares Core MSCI EAFE ETF$684,6980.0%7,7640.2%ETFXLGInvesco S&P 500 Top 50 ETF$645,5160.0%11,1720.2%ETFEPRTEssential Properties Realty Trust$634,5610.0%21,7090.2%FinanceDVYiShares Select Dividend ETF$632,695$3,275 ▲0.5%4,4430.2%ETFACNAccenture$626,8350.0%2,4950.2%Computer and TechnologyVOVanguard Mid-Cap ETF$619,445$587 ▼-0.1%2,1090.2%ETFVEAVanguard FTSE Developed Markets ETF$618,209$239,751 ▲63.3%10,1930.2%ETFJPMJPMorgan Chase & Co.$613,576$84,313 ▼-12.1%1,9940.2%FinanceNFLXNetflix$552,652$73,846 ▲15.4%4640.2%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$549,538$114,317 ▲26.3%5,5330.2%ETFAMERICAN HEALTHCARE REIT INC$538,9040.0%13,1280.2%COM SHSPGRProgressive$538,265$10,975 ▲2.1%2,2070.2%FinanceVBRVanguard Small-Cap Value ETF$525,1390.0%2,5160.2%ETFSDYSPDR S&P Dividend ETF$511,451$2,524 ▼-0.5%3,6480.2%ETFBACBank of America$491,912$161,825 ▼-24.8%9,7820.2%FinanceGOOGAlphabet$490,586$2,471 ▲0.5%1,9850.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$489,324$2,506 ▲0.5%5,4680.2%ETFOKEONEOK$477,953$28,328 ▼-5.6%6,5970.2%EnergyVIGVanguard Dividend Appreciation ETF$442,231$277,943 ▼-38.6%2,0350.1%ETFFTECFidelity MSCI Information Technology Index ETF$404,568$175,313 ▲76.5%1,8000.1%ETFGLDMSPDR Gold MiniShares Trust$402,8490.0%5,1110.1%FinanceFNDFSchwab Fundamental International Equity ETF$395,2370.0%9,0880.1%ETFIWOiShares Russell 2000 Growth ETF$389,7240.0%1,2020.1%ETFIJHiShares Core S&P Mid-Cap ETF$380,606$586 ▲0.2%5,8420.1%ETFAMATApplied Materials$371,581$635 ▲0.2%1,7560.1%Computer and TechnologyFIWFirst Trust Water ETF$370,4910.0%3,2780.1%ETFSCHMSchwab U.S. Mid-Cap ETF$360,213$922 ▲0.3%12,1080.1%ETFJNJJohnson & Johnson$351,7780.0%1,8620.1%MedicalVYMVanguard High Dividend Yield ETF$345,671$345,671 ▲New Holding2,4510.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$342,134$13,646 ▼-3.8%14,8430.1%ETFTFCTruist Financial$341,712$8,588 ▲2.6%7,5600.1%FinancePDPInvesco Dorsey Wright Momentum ETF$333,9260.0%2,7980.1%ETFICEIntercontinental Exchange$328,819$4,859 ▲1.5%2,0300.1%FinanceXTiShares Exponential Technologies ETF$313,7610.0%4,2790.1%ManufacturingBXBlackstone$298,4870.0%1,8100.1%FinanceSCHASchwab US Small-Cap ETF$286,088$10,888 ▼-3.7%10,2210.1%ETFONEQFidelity NASDAQ Composite Index ETF$284,486$179 ▲0.1%3,1760.1%ETFMFCManulife Financial$278,0980.0%8,6500.1%FinanceIWDiShares Russell 1000 Value ETF$270,7400.0%1,3240.1%ETFVBVanguard Small-Cap ETF$262,635$767 ▲0.3%1,0270.1%ETFMAMastercard$250,070$250,070 ▲New Holding4310.1%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$244,572$244,572 ▲New Holding1,6710.1%ETFTMFCMotley Fool 100 Index ETF$239,362$239,362 ▲New Holding3,3880.1%ETFLAM RESEARCH CORP$231,460$231,460 ▲New Holding1,6490.1%COM NEWFIDUFidelity MSCI Industrials Index ETF$226,126$329 ▲0.1%2,7500.1%ETFWMWaste Management$223,8690.0%1,0290.1%Business ServicesTAT&T$222,229$60,456 ▼-21.4%8,4950.1%Computer and TechnologyDEDeere & Company$219,679$3,231 ▲1.5%4760.1%IndustrialsPNFPPinnacle Financial Partners$215,7360.0%2,3470.1%FinanceTSLATesla$208,316$344,306 ▼-62.3%4810.1%Auto/Tires/TrucksPSLInvesco Dorsey Wright Consumer Staples Momentum ETF$207,441$109 ▲0.1%1,8960.1%ETFBMYBristol Myers Squibb$205,457$8,978 ▼-4.2%4,6000.1%MedicalDIMENSIONAL ETF TRUST$204,124$204,124 ▲New Holding3,6760.1%GLOBAL CR ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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