StockDriftsStockDriftsTop 50 Selective Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 25.41% | 963.1K | $96.9M | +19.10%(+154.41K) | $100.62(-0.06%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 19.71% | 110.0K | $75.1M | +0.69%(+752) | $377.18(+88.95%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.71% | 248.9K | $21.8M | +23.69%(+47.66K) | $69.61(+31.09%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.19% | 255.0K | $12.2M | +9.78%(+22.71K) | $47.97(-1.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.52% | 28.8K | $9.6M | +4.20%(+1.16K) | $163.96(+86.26%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.46% | 14.5K | $9.4M | +0.07%(+10) | $325.96(+78.02%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.43% | 209.9K | $9.3M | +79.37%(+92.88K) | $39.85(+15.55%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2% | 20.8K | $7.6M | -15.04%(-3.68K) | $273.13(+40.36%) | 2026-06-30 | |
| WCLD | WISDOMTREE TR | 1.89% | 206.8K | $7.2M | -1.55%(-3.26K) | $26.84(+56.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.85% | 9.5K | $7.1M | -0.74%(-71) | $358.84(+117.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.72% | +50.99% | -2.68% | -12.68% |
| Top 20 Holdings Unweighted | +16.67% | +58.82% | +2.07% | +10.79% |
Selective Wealth Management, Inc. reports $381.17M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (25.4%), VOO (19.7%) and SPYM (5.7%). The top 20 holdings account for 78.01% of reported assets. Its disclosed equity book has returned +50.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Selective Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1755670). View Selective Wealth Management, Inc.’s 13F filings on SEC