Selective Wealth Management, Inc.

Registered adviser

CIK

1755670

Location

FOREST, VA

Portfolio Value

Small $294,260,310

Diversification

Diversified

Filing Date

Global Rank

#5,558 / 8,807 ▲ 1196 · as of Jun 2026

Top Industry

Internet Content & Information 16.1%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 164882

Roster of Oct 1, 2026

Regulatory AUM

$454,812,962

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$454,812,962	Individuals and high net worth (97%)
Aug 2025 to Mar 2026	$425,928,464	Individuals and high net worth (96%)
Mar 2025 to Jul 2025	$441,654,156	Individuals and high net worth (96%)
Mar 2024 to Feb 2025	$392,478,082	Individuals and high net worth (96%)
May 2023 to Feb 2024	$358,769,908	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$358,769,908	Individuals and high net worth (97%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.8% of the book (60%+)

Turnover

Low turnover

24.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.4 quarters (12+), a floor since 15.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 79.2%; sector active share 65.0% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

146 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.2%

−3.6 pts

Top 5

66.1%

+0.0 pts

Top 10

75.5%

+0.8 pts

HHI

1,408

Diversified−156

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.9%	$208,622,008	86
Technology	16.2%	$47,526,030	23
Communication Services	4.9%	$14,407,180	5
Financial Services	3.0%	$8,973,031	13
Healthcare	2.5%	$7,280,019	7
Consumer Cyclical	0.9%	$2,774,042	4
Energy	0.8%	$2,363,383	3
Consumer Defensive	0.5%	$1,409,924	3
Real Estate	0.2%	$653,872	1
Industrials	0.1%	$250,821	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+100,364	349,238	$31,347,602
DFAC	Dimensional U.S. Core Equity 2 ETF	+52,517	262,423	$11,664,702
DFIC	Dimensional International Core Equity 2 ETF	+24,306	119,616	$4,498,757
DFSD	Dimensional Short-Duration Fixed Income ETF	+24,107	279,060	$12,968,476
SGOV	iShares 0-3 Month Treasury Bond ETF	+22,044	985,111	$0
DCOR	Dimensional ETF Trust	+20,044	96,153	$7,948,006
DFCF	Dimensional Core Fixed Income ETF	+17,422	65,112	$2,612,293
DFGX	Dimensional International Core Fixed Income ETF	+13,493	47,652	$2,436,875
VXUS	Vanguard Total International Stock ETF	+11,432	71,665	$6,088,658
DGCB	Dimensional Global Credit ETF	+10,439	30,345	$1,575,117
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+10,254	53,987	$2,144,363
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+7,014	21,541	$797,447
SCHB	Schwab U.S. Broad Market ETF	+5,430	84,142	$2,466,202
NVDA	Nvidia Corp	+5,220	19,679	$4,494,290
JEPI	JPMorgan Equity Premium Income ETF	+4,795	111,863	$6,288,937
DFGR	Dimensional Global Real Estate ETF	+4,246	19,432	$525,635
AAPL	Apple Inc.	+3,258	32,090	$10,686,611
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,566	22,375	$8,373,620
MSFT	Microsoft Corp	+1,454	6,659	$3,415,401
AMZN	Amazon Com Inc	+1,421	7,481	$1,863,891
GOOGL	Alphabet Inc.	+907	5,788	$1,991,535
AVGO	Broadcom Inc.	+900	3,294	$1,156,819
CSCO	Cisco Systems, Inc.	+878	2,687	$289,201
GOOG	Alphabet Inc.	+832	3,141	$1,070,264
JNJ	Johnson & Johnson	+784	2,545	$673,763
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GTLB	Gitlab Inc.	−60,794	28,365	$1,340,246
WCLD	WisdomTree Cloud Computing Fund	−10,781	196,017	$0
DFSV	Dimensional US Small Cap Value ETF	−1,835	10,999	$412,132
DISV	Dimensional International Small Cap Value ETF	−1,289	8,572	$371,081
—		−1,274	14,437	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,260	8,216	$1,608,282
XLG	Victory Portfolios II	−1,171	9,138	$0
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−623	7,497	$431,527
DOCU	Docusign, Inc.	−486	67,233	$4,514,695
OKTA	Okta, Inc.	−389	29,220	$6,110,194
TWLO	Twilio Inc	−379	8,315	$2,431,804
AHR	American Healthcare REIT, Inc.	−372	12,756	$653,872
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−307	18,544	$1,416,761
ESGV	VANGUARD ESG U.S. STOCK ETF	−299	12,147	$1,646,282
VOO	VANGUARD 500 INDEX FUND	−232	109,738	$76,910,974
IVV	iShares Core S&P 500 ETF	−213	9,255	$0
VO	VANGUARD MID-CAP INDEX FUND	−204	8,359	$655,512
DFAU	Dimensional US Core Equity Market ETF	−198	32,238	$1,687,981
PYPL	PayPal Holdings, Inc.	−188	9,946	$522,463
IEFA	iShares Core MSCI EAFE ETF	−159	8,032	$0
VEEV	Veeva Systems Inc	−158	16,419	$4,686,803
XT	iShares Future Exponential Technologies ETF	−129	4,150	$0
PGR	Progressive Corp/Oh/	−93	1,384	$286,917
FIDU	Fidelity MSCI Industrials Index ETF	−88	2,354	$208,517
VTV	VANGUARD VALUE INDEX FUND	−77	6,254	$1,351,364
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	369	$393,025
LLY	ELI LILLY & Co	310	$358,694
DXIV	Dimensional International Vector Equity ETF	4,182	$301,145
MA	Mastercard Inc	544	$299,999
APH	Amphenol Corp /De/	3,406	$287,125
DFGP	Dimensional Global Core Plus Fixed Income ETF	5,347	$277,648
VZ	Verizon Communications Inc	5,444	$249,716
QCOM	Qualcomm Inc/De	1,246	$229,313
TSM	Taiwan Semiconductor Manufacturing Co Ltd	480	$218,971
MS	Morgan Stanley	1,121	$210,837
VHT	VANGUARD HEALTH CARE INDEX FUND	655	$207,032
PG	PROCTER & GAMBLE Co	1,418	$206,007
MCK	Mckesson Corp	239	$204,060
—		3,276	$0
ILCG	iShares Morningstar Growth ETF	2,917	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DXUV	Dimensional US Vector Equity ETF	7,017	$466,630
WDC	Western Digital Corp	428	$273,372
ITA	iShares U.S. Aerospace & Defense ETF	909	$0
—		11,277	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

146 tracked positions · $294,260,310 total · filing declares 148 positions · $429,746,094 · as of Sep 30, 2026

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

Showing 1–50 of 146 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	109,738	-232	$76,910,974	+1.8%	26.14%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	349,238	+100,364	$31,347,602	+43.3%	10.65%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	279,060	+24,107	$12,968,476	+6.5%	4.41%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	262,423	+52,517	$11,664,702	+25.3%	3.96%
META	Meta Platforms, Inc. Communication Services	Added	14,793	+270	$10,727,587	+31.1%	3.65%
AAPL	Apple Inc. Technology	Added	32,090	+3,258	$10,686,611	+28.1%	3.63%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	22,375	+1,566	$8,373,620	+8.7%	2.85%
DCOR	Dimensional ETF Trust	Added	96,153	+20,044	$7,948,006	+27.4%	2.70%
JEPI	JPMorgan Equity Premium Income ETF	Added	111,863	+4,795	$6,288,937	+4.0%	2.14%
OKTA	Okta, Inc. Technology	Reduced	29,220	-389	$6,110,194	+51.2%	2.08%
VXUS	Vanguard Total International Stock ETF	Added	71,665	+11,432	$6,088,658	+18.2%	2.07%
VEEV	Veeva Systems Inc Healthcare	Reduced	16,419	-158	$4,686,803	+59.3%	1.59%
DOCU	Docusign, Inc. Technology	Reduced	67,233	-486	$4,514,695	+50.1%	1.53%
DFIC	Dimensional International Core Equity 2 ETF	Added	119,616	+24,306	$4,498,757	+26.7%	1.53%
NVDA	Nvidia Corp Technology	Added	19,679	+5,220	$4,494,290	+55.3%	1.53%
CRM	Salesforce, Inc. Technology	Reduced	19,191	-46	$4,405,677	+46.2%	1.50%
MSFT	Microsoft Corp Technology	Added	6,659	+1,454	$3,415,401	+75.9%	1.16%
QQQ	Invesco Qqq Trust, Series 1	Added	4,326	+39	$3,200,245	+1.4%	1.09%
V	Visa Inc. Financial Services	Added	8,228	+191	$2,956,567	+7.2%	1.00%
NOW	ServiceNow, Inc. Technology	Reduced	19,529	-47	$2,617,081	+34.7%	0.89%
DFCF	Dimensional Core Fixed Income ETF	Added	65,112	+17,422	$2,612,293	+29.8%	0.89%
SCHB	Schwab U.S. Broad Market ETF	Added	84,142	+5,430	$2,466,202	+8.2%	0.84%
DFGX	Dimensional International Core Fixed Income ETF	Added	47,652	+13,493	$2,436,875	+33.1%	0.83%
TWLO	Twilio Inc Technology	Reduced	8,315	-379	$2,431,804	+35.6%	0.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,094	-13	$2,359,577	+1.7%	0.80%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	53,987	+10,254	$2,144,363	+20.7%	0.73%
GOOGL	Alphabet Inc. Communication Services	Added	5,788	+907	$1,991,535	+14.2%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,481	+1,421	$1,863,891	+29.0%	0.63%
DFAU	Dimensional US Core Equity Market ETF	Reduced	32,238	-198	$1,687,981	+0.7%	0.57%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	12,147	-299	$1,646,282	+0.0%	0.56%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	8,216	-1,260	$1,608,282	−10.9%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Added	9,839	+518	$1,601,297	+25.7%	0.54%
DGCB	Dimensional Global Credit ETF	Added	30,345	+10,439	$1,575,117	+44.7%	0.54%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	18,544	-307	$1,416,761	−3.5%	0.48%
VTV	VANGUARD VALUE INDEX FUND	Reduced	6,254	-77	$1,351,364	−2.1%	0.46%
GTLB	Gitlab Inc. Technology	Reduced	28,365	-60,794	$1,340,246	−50.8%	0.46%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	9,995	-25	$1,256,071	+4.9%	0.43%
AVGO	Broadcom Inc. Technology	Added	3,294	+900	$1,156,819	+27.9%	0.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,271	+517	$1,130,844	+28.8%	0.38%
GOOG	Alphabet Inc. Communication Services	Added	3,141	+832	$1,070,264	+31.2%	0.36%
AMAT	Applied Materials Inc /De Technology	Added	1,881	+164	$961,905	−22.5%	0.33%
AVDV	Avantis International Small Cap Value ETF	Added	8,724	+533	$954,231	+13.0%	0.32%
JMSB	John Marshall Bancorp, Inc. Financial Services	Held	41,103	0	$933,449	+4.2%	0.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,797	+1	$913,864	−2.6%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,508	+470	$829,721	+24.4%	0.28%
INTC	Intel Corp Technology	Added	6,895	+290	$828,985	−10.1%	0.28%
DFAS	Dimensional U.S. Small Cap ETF	Added	10,577	+406	$818,871	−2.2%	0.28%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	21,541	+7,014	$797,447	+49.0%	0.27%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	12,946	-60	$796,179	+15.3%	0.27%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	10,844	-21	$765,694	−1.1%	0.26%

Showing the top 50 of 146 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.