Selective Wealth Management, Inc.

CIK

1755670

Location

FOREST, VA

Portfolio Value

Micro $67,101,021

Diversification

Diversified

Filing Date

Global Rank

#6,065 / 8,232 ▲ 46

Top Industry

Software - Infrastructure 20.9%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.6%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.4%

−0.5 pts

Top 5

42.9%

−2.7 pts

Top 10

61.5%

−3.0 pts

HHI

547

Diversified−32

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.3%	$35,764,139	16
Communication Services	15.2%	$10,225,336	4
Financial Services	8.9%	$6,004,675	10
Unclassified	8.5%	$5,732,319	4
Healthcare	5.1%	$3,428,806	2
Energy	3.0%	$1,989,559	4
Consumer Defensive	1.9%	$1,296,953	2
Real Estate	1.9%	$1,278,201	2
Consumer Cyclical	1.7%	$1,140,903	1
Industrials	0.4%	$240,130	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
DOCU	Docusign, Inc.	+28,489	69,320	$3,286,461
GLDM	World Gold Trust	+726	6,328	$586,542
NVDA	Nvidia Corp	+290	13,158	$2,294,755
MSFT	Microsoft Corp	+189	5,037	$1,864,546
CVX	Chevron Corp	+188	1,446	$299,177
JNJ	Johnson & Johnson	+133	1,590	$388,659
AVGO	Broadcom Inc.	+51	1,796	$555,879
ICE	Intercontinental Exchange, Inc.	+20	2,020	$317,705
LRCX	Lam Research Corp	+15	1,329	$283,954
JPM	Jpmorgan Chase & Co	+4	1,787	$525,663
ACN	Accenture plc	+1	2,501	$495,923
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−16,568	37,582	$1,658,493
OKTA	Okta, Inc.	−3,392	30,002	$2,361,457
TWLO	Twilio Inc	−2,614	51,691	$6,503,761
MVO	MV Oil Trust	−2,100	12,806	$28,941
VEEV	Veeva Systems Inc	−1,670	17,307	$3,040,147
PYPL	PayPal Holdings, Inc.	−1,631	10,426	$471,567
NOW	ServiceNow, Inc.	−1,627	20,304	$2,122,783
CRM	Salesforce, Inc.	−1,575	19,634	$3,665,078
AAPL	Apple Inc.	−1,249	27,669	$7,022,115
META	Meta Platforms, Inc.	−711	14,513	$8,303,322
OKE	Oneok Inc /New/	−670	4,555	$411,726
WMT	Walmart Inc.	−488	6,002	$745,928
V	Visa Inc.	−448	7,699	$2,326,945
DIA	Spdr Dow Jones Industrial Average ETF Trust	−394	1,796	$831,889
QQQ	Invesco Qqq Trust, Series 1	−292	4,211	$2,430,504
SPY	Spdr S&P 500 ETF Trust	−246	2,896	$1,883,384
AMZN	Amazon Com Inc	−211	5,478	$1,140,903
COST	Costco Wholesale Corp /New	−115	553	$551,025
BAC	Bank Of America Corp /De/	−102	8,941	$435,873
NFLX	Netflix Inc	−78	4,786	$460,173
GOOGL	Alphabet Inc.	−66	4,290	$1,233,632
BRK-B	Berkshire Hathaway Inc	−58	1,888	$904,729
BX	Blackstone Inc.	−52	1,755	$201,807
XOM	Exxon Mobil Corp	−43	7,366	$1,249,715
IBM	International Business Machines Corp	−38	3,239	$785,101
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GTLB	Gitlab Inc.	95,602	$2,068,827
VZ	Verizon Communications Inc	4,546	$228,209
PAR	Par Technology Corp	15,436	$205,761
PNFP	Pinnacle Financial Partners, Inc.	2,347	$202,170
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BABA	Alibaba Group Holding Ltd	11,618	$1,702,966
TSLA	Tesla, Inc.	501	$225,309
DE	Deere & Co	479	$223,008
HD	Home Depot, Inc.	621	$213,686
UPS	United Parcel Service Inc	1,976	$195,999
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $67,101,021 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Reduced	14,513	-711	$8,303,322	−17.4%	12.37%
AAPL	Apple Inc. Technology	Reduced	27,669	-1,249	$7,022,115	−10.7%	10.46%
TWLO	Twilio Inc Technology	Reduced	51,691	-2,614	$6,503,761	−15.8%	9.69%
CRM	Salesforce, Inc. Technology	Reduced	19,634	-1,575	$3,665,078	−34.8%	5.46%
DOCU	Docusign, Inc. Technology	Added	69,320	+28,489	$3,286,461	+17.7%	4.90%
VEEV	Veeva Systems Inc Healthcare	Reduced	17,307	-1,670	$3,040,147	−28.2%	4.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,211	-292	$2,430,504	−12.1%	3.62%
OKTA	Okta, Inc. Technology	Reduced	30,002	-3,392	$2,361,457	−18.2%	3.52%
V	Visa Inc. Financial Services	Reduced	7,699	-448	$2,326,945	−18.6%	3.47%
NVDA	Nvidia Corp Technology	Added	13,158	+290	$2,294,755	−4.4%	3.42%
NOW	ServiceNow, Inc. Technology	Reduced	20,304	-1,627	$2,122,783	−36.8%	3.16%
GTLB	Gitlab Inc. Technology	NEW	95,602	NEW	$2,068,827	NEW	3.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,896	-246	$1,883,384	−12.1%	2.81%
MSFT	Microsoft Corp Technology	Added	5,037	+189	$1,864,546	−20.5%	2.78%
INTC	Intel Corp Technology	Reduced	37,582	-16,568	$1,658,493	−17.0%	2.47%
XOM	Exxon Mobil Corp Energy	Reduced	7,366	-43	$1,249,715	+40.2%	1.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,290	-66	$1,233,632	−9.5%	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,478	-211	$1,140,903	−13.1%	1.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,888	-58	$904,729	−7.5%	1.35%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,796	-394	$831,889	−21.0%	1.24%
IBM	International Business Machines Corp Technology	Reduced	3,239	-38	$785,101	−19.1%	1.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,002	-488	$745,928	+3.2%	1.11%
EPRT	Essential Properties Realty Trust, Inc. Real Estate	Held	21,709	0	$659,085	+2.4%	0.98%
AHR	American Healthcare REIT, Inc. Real Estate	Held	13,128	0	$619,116	+0.2%	0.92%
AMAT	Applied Materials Inc /De Technology	Reduced	1,724	-13	$589,245	+32.0%	0.88%
GLDM	World Gold Trust	Added	6,328	+726	$586,542	+22.6%	0.87%
AVGO	Broadcom Inc. Technology	Added	1,796	+51	$555,879	−8.0%	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	553	-115	$551,025	−4.3%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,787	+4	$525,663	−8.5%	0.78%
ACN	Accenture plc Technology	Added	2,501	+1	$495,923	−26.1%	0.74%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	10,426	-1,631	$471,567	−33.0%	0.70%
NFLX	Netflix Inc Communication Services	Reduced	4,786	-78	$460,173	+0.9%	0.69%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,941	-102	$435,873	−12.4%	0.65%
OKE	Oneok Inc /New/ Energy	Reduced	4,555	-670	$411,726	+7.2%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	1,590	+133	$388,659	+28.9%	0.58%
TFC	Truist Financial Corp Financial Services	Held	7,260	0	$333,742	−6.6%	0.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	2,020	+20	$317,705	−1.9%	0.47%
CVX	Chevron Corp Energy	Added	1,446	+188	$299,177	+56.0%	0.45%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,435	-27	$284,474	−14.6%	0.42%
LRCX	Lam Research Corp Technology	Added	1,329	+15	$283,954	+26.2%	0.42%
WM	Waste Management Inc Industrials	Held	1,045	0	$240,130	+4.6%	0.36%
VZ	Verizon Communications Inc Communication Services	NEW	4,546	NEW	$228,209	NEW	0.34%
PAR	Par Technology Corp Technology	NEW	15,436	NEW	$205,761	NEW	0.31%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	2,347	NEW	$202,170	NEW	0.30%
BX	Blackstone Inc. Financial Services	Reduced	1,755	-52	$201,807	−27.5%	0.30%
MVO	MV Oil Trust Energy	Reduced	12,806	-2,100	$28,941	+56.6%	0.04%