Universe · entity
Selective Wealth Management, Inc.
Institutional manager (13F) · CIK 1755670
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $307M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $81M | 808,654 |
| 2 | VANGUARD INDEX FDS | $71M | 109,218 |
| 3 | SPDR SERIES TRUST | $17M | 201,213 |
| 4 | DIMENSIONAL ETF TRUST | $11M | 232,241 |
| 5 | META PLATFORMS INC | $10M | 14,513 |
| 6 | VANGUARD INDEX FDS | $9M | 24,493 |
| 7 | APPLE INC | $7M | 27,669 |
| 8 | TWILIO INC | $7M | 51,691 |
| 9 | ISHARES TR | $7M | 9,539 |
| 10 | J P MORGAN EXCHANGE TRADED F | $6M | 111,098 |
| 11 | WISDOMTREE TR | $6M | 210,060 |
| 12 | DIMENSIONAL ETF TRUST | $5M | 117,025 |
| 13 | VANGUARD STAR FDS | $5M | 57,342 |
| 14 | INTEL CORP | $4M | 37,582 |
| 15 | SALESFORCE INC | $4M | 19,634 |
| 16 | DOCUSIGN INC | $3M | 69,320 |
| 17 | DIMENSIONAL ETF TRUST | $3M | 38,189 |
| 18 | INVESCO QQQ TR | $3M | 4,211 |
| 19 | NVIDIA CORPORATION | $3M | 13,158 |
| 20 | VEEVA SYS INC | $3M | 17,307 |
| 21 | VISA INC | $3M | 7,699 |
| 22 | OKTA INC | $2M | 30,002 |
| 23 | MICROSOFT CORP | $2M | 5,037 |
| 24 | GITLAB INC | $2M | 95,602 |
| 25 | STATE STR SPDR S&P 500 ETF T | $2M | 2,896 |
| 26 | SCHWAB STRATEGIC TR | $2M | 73,712 |
| 27 | DIMENSIONAL ETF TRUST | $2M | 40,416 |
| 28 | SERVICENOW INC | $2M | 20,304 |
| 29 | ISHARES TR | $2M | 14,414 |
| 30 | VANGUARD WORLD FD | $2M | 13,594 |
| 31 | DIMENSIONAL ETF TRUST | $2M | 45,989 |
| 32 | VANGUARD BD INDEX FDS | $2M | 20,237 |
| 33 | SELECT SECTOR SPDR TR | $2M | 9,476 |
| 34 | ALPHABET INC | $2M | 4,290 |
| 35 | AMAZON COM INC | $1M | 5,478 |
| 36 | ISHARES TR | $1M | 3,001 |
| 37 | VANGUARD INDEX FDS | $1M | 5,837 |
| 38 | VANGUARD INDEX FDS | $1M | 6,331 |
| 39 | DIMENSIONAL ETF TRUST | $1M | 30,359 |
| 40 | EXXON MOBIL CORP | $1M | 7,366 |
| 41 | DIMENSIONAL ETF TRUST | $1M | 19,981 |
| 42 | ISHARES TR | $938k | 9,158 |
| 43 | VANGUARD WORLD FD | $935k | 9,062 |
| 44 | BERKSHIRE HATHAWAY INC DEL | $898k | 1,888 |
| 45 | STATE STR SPDR DOW JONES IND | $877k | 1,796 |
| 46 | AMERICAN CENTY ETF TR | $864k | 8,337 |
| 47 | DIMENSIONAL ETF TRUST | $814k | 21,370 |
| 48 | SPDR SERIES TRUST | $775k | 16,739 |
| 49 | WALMART INC | $768k | 6,002 |
| 50 | DIMENSIONAL ETF TRUST | $764k | 10,061 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.