Selective Wealth Management, Inc. — 13F holdings

Selective Wealth Management, Inc. reported 148 holdings worth $430M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. SGOV ISHARES TR — $99.1M (23.0%)
  2. VOO VANGUARD INDEX FDS — $77.9M (18.1%)
  3. SPYM SPDR SERIES TRUST — $31.7M (7.4%)
  4. DFSD DIMENSIONAL ETF TRUST — $13.1M (3.0%)
  5. DIMENSIONAL ETF TRUST — $11.9M (2.8%)
  6. AAPL APPLE INC — $11.0M (2.6%)
  7. META META PLATFORMS INC — $10.9M (2.5%)
  8. WCLD WISDOMTREE TR — $8.56M (2.0%)
  9. VTI VANGUARD INDEX FDS — $8.47M (2.0%)
  10. DCOR DFA INVT DIMENSIONS GROUP IN — $8.09M (1.9%)