Selective Wealth Management, Inc.
Q3 2026 13F filing
Updated 3 days ago148 disclosed positions worth $429.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $99.1M | 985.1K | 23.05% | — |
| 2 | V VANGUARD INDEX FDS | $77.9M | 109.7K | 18.12% | — |
| 3 | S SPDR SERIES TRUST | $31.7M | 349.2K | 7.38% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $13.1M | 279.1K | 3.04% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $11.9M | 262.4K | 2.76% | — |
| 6 | A APPLE INC | $11M | 32.1K | 2.55% | — |
| 7 | M META PLATFORMS INC | $10.9M | 14.8K | 2.54% | — |
| 8 | B WISDOMTREE TR | $8.6M | 196.0K | 1.99% | — |
| 9 | V VANGUARD INDEX FDS | $8.5M | 22.4K | 1.97% | — |
| 10 | ? N/A DFA INVT DIMENSIONS GROUP IN | $8.1M | 96.2K | 1.88% | — |
| 11 | E ISHARES TR | $7.2M | 9.3K | 1.67% | — |
| 12 | J J P MORGAN EXCHANGE TRADED F | $6.4M | 111.9K | 1.49% | — |
| 13 | O OKTA INC | $6.1M | 29.2K | 1.42% | — |
| 14 | V VANGUARD STAR FDS | $6M | 71.7K | 1.40% | — |
| 15 | D DOCUSIGN INC | $5.2M | 67.2K | 1.21% | — |
| 16 | V VEEVA SYS INC | $5.1M | 16.4K | 1.20% | — |
| 17 | C SALESFORCE INC | $4.7M | 19.2K | 1.10% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 119.6K | 1.05% | — |
| 19 | N NVIDIA CORPORATION | $4.3M | 19.7K | 0.99% | — |
| 20 | M MICROSOFT CORP | $3.6M | 6.7K | 0.84% | — |
| 21 | V VISA INC | $3.3M | 8.2K | 0.77% | — |
| 22 | Q INVESCO QQQ TR | $3.1M | 4.3K | 0.73% | — |
| 23 | N SERVICENOW INC | $2.9M | 19.5K | 0.68% | — |
| 24 | H DIMENSIONAL ETF TRUST | $2.6M | 65.1K | 0.62% | — |
| 25 | S SCHWAB STRATEGIC TR | $2.5M | 84.1K | 0.58% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 47.7K | 0.57% | — |
| 27 | S STATE STR SPDR S&P 500 ETF T | $2.4M | 3.1K | 0.56% | — |
| 28 | T TWILIO INC | $2.3M | 8.3K | 0.53% | — |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 54.0K | 0.48% | — |
| 30 | G ALPHABET INC | $2M | 5.8K | 0.47% | — |
| 31 | A AMAZON COM INC | $1.9M | 7.5K | 0.44% | — |
| 32 | E ISHARES TR | $1.8M | 14.4K | 0.42% | — |
| 33 | X EXXONMOBIL HOLDINGS CORP | $1.7M | 9.8K | 0.40% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 32.2K | 0.40% | — |
| 35 | V VANGUARD WORLD FD | $1.7M | 12.1K | 0.39% | — |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 30.3K | 0.37% | — |
| 37 | G GITLAB INC | $1.6M | 28.4K | 0.37% | — |
| 38 | S SELECT SECTOR SPDR TR | $1.6M | 8.2K | 0.36% | — |
| 39 | V VANGUARD INDEX FDS | $1.4M | 6.2K | 0.33% | — |
| 40 | V VANGUARD BD INDEX FDS | $1.4M | 18.5K | 0.33% | — |
| 41 | V VANGUARD INDEX FDS | $1.4M | 6.3K | 0.32% | — |
| 42 | V VANGUARD WORLD FD | $1.2M | 10.0K | 0.28% | — |
| 43 | B BERKSHIRE HATHAWAY INC DEL | $1.2M | 2.3K | 0.28% | — |
| 44 | E ISHARES TR | $1.2M | 2.3K | 0.27% | — |
| 45 | A BROADCOM INC | $1.1M | 3.3K | 0.26% | — |
| 46 | G ALPHABET INC | $1.1M | 3.1K | 0.25% | — |
| 47 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1M | 14.8K | 0.24% | — |
| 48 | E ISHARES TR | $1M | 9.1K | 0.23% | — |
| 49 | ? N/A JOHN MARSHALL BANCORP INC | $937K | 41.1K | 0.22% | — |
| 50 | D STATE STR SPDR DOW JONES IND | $937K | 1.8K | 0.22% | — |