§ 13F · FUND PROFILE
Selective Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $273.9T (13F)Positions · 103Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 784K | $78.8T | 24.6% | +6% |
| 2 | VOO | VANGUARD INDEX FDS | 119K | $75.6T | 23.6% | −3% |
| 3 | SPYM | SPDR SERIES TRUST | 200K | $16.3T | 5.1% | +8% |
| 4 | META | META PLATFORMS INC | 15K | $9.5T | 3.0% | −2% |
| 5 | WCLD | WISDOMTREE TR | 261K | $8.6T | 2.7% | −6% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 164K | $7.9T | 2.5% | +202% |
| 7 | AAPL | APPLE INC | 29K | $7.5T | 2.3% | +11% |
| 8 | VTI | VANGUARD INDEX FDS | 21K | $7.1T | 2.2% | +11% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 116K | $6.8T | 2.1% | −20% |
| 10 | IVV | ISHARES TR | 10K | $6.8T | 2.1% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELECTIVE SIGNAL
AC read
Selective Wealth Management, Inc. is a Other fund managing $273884.6 trillion in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed