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Selective Wealth Management, Inc. → AAPL

Selective Wealth Management, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$11M
Q3 2026
Peak value
$11M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.5M
Q1 2026$7.5M
Q2 2026$9.6M
Q3 2026$11M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11M32.1K——
Q2 2026$9.6M28.8K——
Q1 2026$7.5M27.7K——
Q4 2025$7.5M28.9K——

Other funds holding AAPL

Other Selective Wealth Management, Inc. positions

ETHA

ISHARES TR

$99.1M
ETHA

ISHARES TR

$96.9M
ETHA

ISHARES TR

$81.4M
ETHA

ISHARES TR

$78.8M
VGES

VANGUARD INDEX FDS

$77.9M
VGES

VANGUARD INDEX FDS

$75.6M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$71.5M