1y return+10.1%S&P 500 +20.9%
3y return+48.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $149 against $168 in the S&P 500.2
Selective Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $96.9M | 25.4% | +19.1% |
| VOOVanguard Index Fds | $75.1M | 19.7% | |
| SPYMSpdr Series Trust | $21.8M | 5.7% | +23.7% |
| DFSDDimensional Etf Trust | $12.2M | 3.2% | +9.8% |
| AAPLApple Inc | $9.6M | 2.5% | +4.2% |
| METAMeta Platforms Inc | $9.4M | 2.5% | |
| Dimensional Etf TrustCUSIP 25434V708 | $9.3M | 2.4% | +79.4% |
| VTIVanguard Index Fds | $7.6M | 2.0% | −15.0% |
| WCLDWisdomtree Tr | $7.2M | 1.9% | −1.6% |
| IVVIshares Tr | $7.1M | 1.9% | |
| Dimensional Etf TrustCUSIP 25434V625 | $6.2M | 1.6% | +99.3% |
| JEPIJ P Morgan Exchange Traded F | $6.1M | 1.6% | −3.6% |
| VXUSVanguard Star Fds | $5.0M | 1.3% | +5.0% |
| OKTAOkta Inc | $4.4M | 1.2% | −1.3% |
| DOCUDocusign Inc | $3.6M | 0.9% | −2.3% |
| DFICDimensional Etf Trust | $3.6M | 0.9% | +107.2% |
| CRMSalesforce Inc | $3.3M | 0.9% | −2.0% |
| VEEVVeeva Sys Inc | $3.2M | 0.8% | −4.2% |
| QQQInvesco Qqq Tr | $3.0M | 0.8% | +1.8% |
| NVDANvidia Corporation | $2.9M | 0.8% | +9.9% |
| GTLBGitlab Inc | $2.9M | 0.8% | −6.7% |
| VVisa Inc | $2.9M | 0.8% | +4.4% |
| SPYState Str Spdr S&p 500 Etf T | $2.3M | 0.6% | +7.3% |
| SCHBSchwab Strategic Tr | $2.3M | 0.6% | +6.8% |
| MSFTMicrosoft Corp | $2.0M | 0.5% | +3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $2.9M |
| TWLOTwilio Inc | June 30, 2023 | +224.3% | $1.8M |
| GOOGLAlphabet Inc | June 30, 2023 | +198.6% | $1.7M |
| QQQInvesco Qqq Tr | June 30, 2023 | +99.3% | $3.0M |
| OKTAOkta Inc | June 30, 2023 | +96.8% | $4.4M |
| METAMeta Platforms Inc | June 30, 2023 | +96.3% | $9.4M |
| XLKSelect Sector Spdr Tr | March 31, 2024 | +83.0% | $1.7M |
| AMZNAmazon Com Inc | June 30, 2023 | +82.8% | $1.5M |
| ESGVVanguard World Fd | June 30, 2023 | +68.8% | $1.6M |
| VOOVanguard Index Fds | June 30, 2023 | +68.6% | $75.1M |
Sold off last quarter
- EPRTEssential Pptys Rlty Tr Inc was $676K
- ICEIntercontinental Exchange In was $316K
- VZVerizon Communications Inc was $212K
- Dimensional Etf TrustCUSIP 25434V831 was $211K
- USHYIshares Tr was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +3.6% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +4.2% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| March 31, 2023 | +11.4% | +7.0% |
| December 31, 2022 | +3.5% | +7.1% |
| September 30, 2022 | −8.8% | −5.3% |
| June 30, 2022 | −16.8% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | −2.2% | +10.7% |
| September 30, 2021 | −8.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Selective Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1755670&type=13F-HR&dateb=&owner=include&count=40CIK 1755670
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1755670/000175567026000003/Filed July 20, 2026 · accession 0001755670-26-000003