Selective Wealth Management, Inc.
All 13F Filings
- Location
- Forest, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 337,519
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 120 | 337,519 | 13F-HR | Selective Wealth Management, Inc. |
| Q4 2025 | 1/16/2026 | 108 | 320,323 | 13F-HR | Selective Wealth Management, Inc. |
| Q3 2025 | 10/10/2025 | 107 | 310,688 | 13F-HR | Selective Wealth Management, Inc. |
| Q2 2025 | 7/10/2025 | 103 | 273,885 | 13F-HR | Selective Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.39 K | 22.1% | 0 | 143.3 K | -143.3 K |
| ETFs | 261.1 K | 77.5% | 160.7 K | 0 | 160.7 K |
| Debt | 1.611 K | 0.5% | 0 | 207 | -207 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
337,519
Holdings
120
QoQ value change ($000)
17,196
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.