Holdings
Selective Wealth Management, Inc.
As of Sep 30, 2026, Selective Wealth Management, Inc. reported 141 positions worth US$414M. Largest: iShares 0-3 Month Treasury Bond ETF, Vanguard S&P 500 ETF and State Street SPDR Portfolio S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 985K | US$99.1M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 110K | US$77.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 349K | US$31.7M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 279K | US$13.1M | new | Sep 30, 2026 |
| Apple Inc | 32,090 | US$11M | +3,258 | Sep 30, 2026 |
| Meta Platforms, Inc. | 14,793 | US$10.9M | +270 | Sep 30, 2026 |
| WisdomTree Cloud Computing Fund | 196K | US$8.56M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 22,375 | US$8.47M | new | Sep 30, 2026 |
| U.S. Core Equity 1 Portfolio: ETF Class Shares | 96,153 | US$8.09M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 9,255 | US$7.17M | new | Sep 30, 2026 |