Selective Wealth Management, Inc.
Selective Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Forest, Virginia. The firm, founded in 2016, has approximately 9 employees and provides discretionary investment advisory services primarily to individuals, including both high net worth and non-high net worth clients, as well as a small number of charitable organizations and corporations. Selective Wealth Management manages client portfolios and files regular SEC 13F reports, indicating its status as a fully registered RIA serving clients across the United States.
Investment Strategy
Selective Wealth Management, Inc. utilizes a diversified, primarily discretionary investment approach focused on individual clients. The firm manages a variety of asset allocations with a concentration on U.S. equities and ETFs spanning different sectors. Portfolio construction emphasizes broad market exposure, with dominant holdings in large-cap index funds and technology stocks, and seeks to balance risk and return by adapting allocations based on market conditions. The strategy is designed to meet long-term growth objectives tailored to each client's financial goals and risk tolerance.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 24.11% | $74.9M | 121,774 | $410.93 | $612.38 | +$4.3M |
S SGOV | ISHARES TR | 23.85% | $74.1M | 737,879 | $100.62 | $100.70 | +$20.9M |
S SPLG | SPDR SERIES TRUST | 4.71% | $14.6M | 185,933 | $68.45 | $78.34 | +$4.4M |
M META | META PLATFORMS INC | 3.58% | $11.1M | 15,583 | $286.98 | $734.38 | -$557.6K |
W WCLD | WISDOMTREE TR | 3.13% | $9.7M | 279,317 | $31.81 | $35.17 | -$1.2M |