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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.
Latest 13F Filing Activity
Selective Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 103 equity positions with a total 13F market value of $311M. The fund increased holdings in Ishares TR, SPDR Series Trust, Vanguard Index FDS among other positions. Selective Wealth Management, Inc. reduced exposure to Wisdomtree TR, Lowes Cos Inc., Twilio Inc. among others.
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 |
Industry Allocation
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