Selective Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Forest, VA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$320,323
Net value change ($000)
+9,635 (3.1%)
New positions
10
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFSD 5,254 199.9%
SGOV 4,729 6.4%
SPYM 1,671 11.4%
DFAC 1,038 141.4%
VTI 954 15.5%
VXUS 833 29.2%
AAPL 775 11.6%
VOO 661 0.9%
AVGO 599 NEW
TWLO 538 9.0%
Top Reduces (Value $000, Stocks/ETFs)
VEEV -1,845 -30.8%
META -1,661 -14.9%
JEPI -1,454 -17.6%
NOW -1,253 -30.3%
WCLD -1,158 -11.9%
IVV -626 -8.5%
DOCU -532 -17.9%
IBM -383 -28.2%
CRM -323 -6.1%
BABA -287 -12.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type