Selective Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 148 total positions held by the firm.
The report identifies Joshua Standeven, the Chief Compliance Officer, as the authorized signatory for the filing. The firm's address is listed as 1149 Vista Park Drive Unit D, Forest, Virginia, 24551.
The portfolio is heavily weighted toward large-cap technology stocks and exchange-traded funds (ETFs). The top individual holdings include Apple Inc., with 32,090 shares; Microsoft Corporation, with 6,659 shares; and NVIDIA Corporation, with 19,679 shares. Other notable single-stock positions include Meta Platforms Inc. (14,793 shares), Amazon.com Inc. (7,481 shares), and Eli Lilly & Co. (310 shares).
A significant portion of the portfolio is allocated to ETFs. Selective Wealth Management holds substantial positions in the Vanguard S&P 500 ETF (109,738 shares), the SPDR S&P 500 ETF Trust (349,238 shares), and the WisdomTree Cloud Computing ETF (196,017 shares). The firm also lists several Dimensional ETF Trust funds, including the US Core Equity 2 ETF (262,423 shares) and the US Small Cap ETF (10,577 shares).
