Selective Wealth Management, Inc.

Position in TWLO — Twilio Inc

CIK 1755670 FOREST, VA

Position in TWLO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,793,833

-$4,709,928 QoQ

Shares Held

8,694

-83.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#378

of 960 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $10,497,574 across 4 Software - Infrastructure names. TWLO ranks #4 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	29,609	$4,040,148
2	GTLB	Gitlab Inc.	89,159	$2,722,024
3	MSFT	Microsoft Corp	5,205	$1,941,569
4	TWLO	Twilio Inc This page	8,694	$1,793,833

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793,833	8,694	-83.2%	Shares	Sole	2026-07-20
2026-03-31	$6,503,761	51,691	-4.8%	Shares	Sole	2026-04-30
2025-12-31	$7,724,343	54,305	-2.1%	Shares	Sole	2026-01-16
2025-09-30	$5,553,393	55,484	-3.1%	Shares	Sole	2025-10-10
2025-06-30	$7,120,480	57,257	-3.0%	Shares	Sole	2025-07-10
2025-03-31	$5,778,648	59,020	-2.8%	Shares	Sole	2025-04-14
2024-12-31	$6,560,996	60,705	-6.5%	Shares	Sole	2025-01-15
2024-09-30	$4,236,234	64,953	-5.1%	Shares	Sole	2024-10-09
2024-06-30	$3,889,098	68,458	-5.8%	Shares	Sole	2024-07-10
2024-03-31	$4,442,058	72,642	-3.1%	Shares	Sole	2024-04-11
2023-12-31	$5,686,380	74,949	-5.5%	Shares	Sole	2024-01-05
2023-09-30	$4,642,072	79,311	-5.6%	Shares	Sole	2023-10-10
2023-06-30	$5,344,588	84,008	-3.1%	Shares	Sole	2023-07-11
2022-12-31	$4,246,007	86,724	-13.7%	Shares	Sole	2023-01-23
2022-09-30	$6,945,873	100,461	+26.4%	Shares	Sole	2022-10-21
2022-06-30	$6,660,045	79,466	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.