Selective Wealth Management, Inc.
Selective Wealth Management, Inc. reported 136 holdings worth US$381M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Selective Wealth Management, Inc. reported 136 holdings worth US$381M as of Jun 30, 2026. Largest: Apple Inc, Meta Platforms, Inc. and Okta, Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 136
- Value as reported
- US$381M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 28,832 | US$9.62M | 2.5% |
| Meta Platforms, Inc. | 14,523 | US$9.38M | 2.5% |
| Okta, Inc. | 29,609 | US$4.42M | 1.2% |
| Docusign, Inc. | 67,719 | US$3.57M | 0.94% |
| Salesforce, Inc. | 19,237 | US$3.29M | 0.86% |
| Veeva Systems Inc. | 16,577 | US$3.24M | 0.85% |
| Nvidia Corporation | 14,459 | US$2.93M | 0.77% |
| Gitlab Inc. | 89,159 | US$2.92M | 0.77% |
| Visa Inc. | 8,037 | US$2.88M | 0.76% |
| Alphabet Inc (google) Class C | 7,164 | US$2.49M | 0.65% |
| Microsoft Corp. | 5,205 | US$2.05M | 0.54% |
| Servicenow, Inc. | 19,576 | US$2.02M | 0.53% |
| Twilio Inc. | 8,694 | US$1.8M | 0.47% |
| Amazon.com, Inc. | 6,060 | US$1.5M | 0.39% |
| Exxon Mobil Corporation | 9,321 | US$1.37M | 0.36% |
| John Marshall Bancorp, Inc. | 41,103 | US$912K | 0.24% |
| Applied Materials, Inc. | 1,717 | US$909K | 0.24% |
| Broadcom Inc. | 2,394 | US$888K | 0.23% |
| Berkshire Hathaway Inc. | 1,754 | US$861K | 0.23% |
| American Healthcare Reit, Inc. | 13,128 | US$750K | 0.20% |
| Jp Morgan Chase & Co. | 2,038 | US$695K | 0.18% |
| International Business Machines Corporation | 3,154 | US$671K | 0.18% |
| Intel Corporation | 6,605 | US$628K | 0.16% |
| Walmart Inc. | 5,487 | US$627K | 0.16% |
| Amgen Inc. | 1,608 | US$589K | 0.15% |
| Paypal Holdings, Inc. | 10,134 | US$573K | 0.15% |
| First American Corporation (new) | 7,808 | US$570K | 0.15% |
| Costco Wholesale Corporation | 598 | US$562K | 0.15% |
| Bank Of America Corporation | 8,769 | US$537K | 0.14% |
| Johnson & Johnson | 1,761 | US$446K | 0.12% |
| Lam Research Corporation | 1,373 | US$430K | 0.11% |
| Oneok, Inc. | 4,554 | US$426K | 0.11% |
| Sandisk Corporation | 310 | US$421K | 0.11% |
| Truist Financial Corporation | 7,317 | US$384K | 0.10% |
| Netflix, Inc. | 4,797 | US$331K | 0.09% |
| Progressive Corporation (the) | 1,477 | US$307K | 0.08% |
| Chevron Corporation | 1,601 | US$300K | 0.08% |
| Waste Management, Inc. | 1,160 | US$278K | 0.07% |
| Mcdonald's Corporation | 988 | US$264K | 0.07% |
| Advanced Micro Devices Inc | 514 | US$255K | 0.07% |
| Par Technology Corporation | 15,458 | US$253K | 0.07% |
| Blackstone Inc. | 1,963 | US$249K | 0.07% |
| Pinnacle Financial Partners, Inc. | 2,350 | US$237K | 0.06% |
| Merck & Company, Inc. | 1,779 | US$227K | 0.06% |
| Home Depot, Inc. (the) | 646 | US$219K | 0.06% |
| Tesla, Inc. | 575 | US$219K | 0.06% |
| Abbvie Inc. | 857 | US$218K | 0.06% |
| Western Digital Corporation | 428 | US$204K | 0.05% |
| Cisco Systems, Inc. | 1,809 | US$202K | 0.05% |
| Essential Properties Realty Trust, Inc. | 0 | US$0 | 0.00% |
| Intercontinental Exchange Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
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