Selective Wealth Management, Inc.

13F filer · CIK 0001755670

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$381MU.S. long equity reported on 13F

Positions6213 new · 3 closed

Net flow last quarter-$7.99MBuys minus sells

Top 10 positions weight11.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202662 positions
AAPLApple Inc.	$9.62M	2.52%	0.00%	+4.2%	Q3 2018
METAMeta Platforms, Inc.	$9.38M	2.46%	Not reported	+0.1%	Q3 2018
OKTAOkta, Inc.	$4.42M	1.16%	Not reported	-1.3%	Q3 2021
DOCUDocusign, Inc.	$3.57M	0.94%	0.04%	-2.3%	Q1 2019
CRMSalesforce, Inc.	$3.29M	0.86%	0.00%	-2.0%	Q4 2019
VEEVVeeva Systems Inc	$3.24M	0.85%	0.01%	-4.2%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$2.98M	0.78%	Not reported	+1.8%	Q4 2019
NVDANvidia Corp	$2.93M	0.77%	0.00%	+9.9%	Q4 2019
GTLBGitlab Inc.	$2.92M	0.77%	Not reported	-6.7%	Q1 2026
VVisa Inc.	$2.88M	0.76%	0.00%	+4.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.31M	0.61%	Not reported	+7.3%	Q3 2020
MSFTMicrosoft Corp	$2.05M	0.54%	0.00%	+3.3%	Q4 2019
NOWServiceNow, Inc.	$2.02M	0.53%	0.00%	-3.6%	Q4 2019
TWLOTwilio Inc	$1.8M	0.47%	0.01%	-83.2%	Q2 2022
GOOGLAlphabet Inc.	$1.69M	0.44%	0.00%	+13.8%	Q4 2019
AMZNAmazon Com Inc	$1.5M	0.39%	0.00%	+10.6%	Q3 2018
BSVNBank7 Corp.	$1.46M	0.38%	0.20%	-6.9%	Q2 2020
XOMExxonMobil Holdings Corp	$1.37M	0.36%	0.00%	+26.5%	Q3 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$936K	0.25%	Not reported	Not reported	Q3 2021
JMSBJohn Marshall Bancorp, Inc.	$912K	0.24%	0.29%	New	Q2 2026
AMATApplied Materials Inc	$909K	0.24%	0.00%	-0.4%	Q3 2018
AVGOBroadcom Inc.	$888K	0.23%	0.00%	+33.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$861K	0.23%	Not reported	-7.1%	Q3 2018
GOOGAlphabet Inc.	$799K	0.21%	Not reported	+7.0%	Q3 2018
AHRAmerican Healthcare REIT, Inc.	$750K	0.20%	0.01%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$695K	0.18%	0.00%	+14.1%	Q4 2019
IBMInternational Business Machines Corp	$671K	0.18%	0.00%	-2.6%	Q3 2018
INTCIntel Corp	$628K	0.16%	0.00%	-82.4%	Q4 2019
WMTWalmart Inc.	$627K	0.16%	0.00%	-8.6%	Q2 2020
AMGNAmgen Inc	$589K	0.15%	0.00%	Not reported	Q3 2021
PYPLPayPal Holdings, Inc.	$573K	0.15%	0.00%	-2.8%	Q4 2019
FAFFirst American Financial Corp	$570K	0.15%	0.01%	Not reported	Q3 2021
COSTCostco Wholesale Corp	$562K	0.15%	0.00%	+8.1%	Q4 2019
BACBank of America Corp	$537K	0.14%	0.00%	-1.9%	Q3 2018
DFAXGulf Resources, Inc.	$524K	0.14%	Not reported	+17.0%	Q4 2025
GLDMWorld Gold Trust	$503K	0.13%	0.00%	Not reported	Q2 2022
FNDFSchwab Strategic Trust	$479K	0.13%	Not reported	Not reported	Q1 2024
JNJJohnson & Johnson	$446K	0.12%	0.00%	+10.8%	Q3 2018
LRCXLam Research Corp	$430K	0.11%	0.00%	+3.3%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$430K	0.11%	Not reported	0.0%	Q1 2022
OKEOneok Inc	$426K	0.11%	0.00%	0.0%	Q4 2020
SNDKSandisk Corp	$421K	0.11%	0.00%	New	Q2 2026
TFCTruist Financial Corp	$384K	0.10%	0.00%	+0.8%	Q4 2019
ACNAccenture plc	$365K	0.10%	0.00%	+1.6%	Q2 2020
NFLXNetflix Inc	$331K	0.09%	0.00%	+0.2%	Q4 2019
PGRProgressive Corp	$307K	0.08%	0.00%	+2.9%	Q2 2020
CVXChevron Corp	$300K	0.08%	0.00%	+10.7%	Q2 2020
WMWaste Management Inc	$278K	0.07%	0.00%	+11.0%	Q4 2019
MCDMcdonalds Corp	$264K	0.07%	0.00%	Not reported	Q2 2020
AMDAdvanced Micro Devices Inc	$255K	0.07%	0.00%	Not reported	Q1 2022

Q1 2026Reported Apr 30, 202652 positions
METAMeta Platforms, Inc.	$9.71M	2.88%	Not reported	-4.7%	Q3 2018
AAPLApple Inc.	$7.48M	2.21%	0.00%	-4.3%	Q3 2018
TWLOTwilio Inc	$7.28M	2.16%	0.03%	-4.8%	Q2 2022
INTCIntel Corp	$3.56M	1.06%	0.00%	-30.6%	Q4 2019
CRMSalesforce, Inc.	$3.56M	1.05%	0.00%	-7.4%	Q4 2019
DOCUDocusign, Inc.	$3.25M	0.96%	0.04%	+69.8%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$2.79M	0.83%	Not reported	-6.5%	Q4 2019
NVDANvidia Corp	$2.75M	0.82%	0.00%	+2.3%	Q4 2019
VEEVVeeva Systems Inc	$2.74M	0.81%	0.01%	-8.8%	Q3 2021
VVisa Inc.	$2.58M	0.76%	0.00%	-5.5%	Q4 2019
OKTAOkta, Inc.	$2.28M	0.68%	Not reported	-10.2%	Q3 2021
MSFTMicrosoft Corp	$2.14M	0.63%	0.00%	+3.9%	Q4 2019
GTLBGitlab Inc.	$2.09M	0.62%	Not reported	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$2.06M	0.61%	Not reported	-7.8%	Q3 2020
NOWServiceNow, Inc.	$1.8M	0.53%	0.00%	-7.4%	Q4 2019
BSVNBank7 Corp.	$1.58M	0.47%	0.21%	-9.9%	Q2 2020
GOOGLAlphabet Inc.	$1.5M	0.44%	0.00%	-1.5%	Q4 2019
AMZNAmazon Com Inc	$1.44M	0.43%	0.00%	-3.7%	Q3 2018
XOMExxonMobil Holdings Corp	$1.14M	0.34%	0.00%	-0.6%	Q3 2018
BRK.BBerkshire Hathaway Inc	$898K	0.27%	Not reported	-3.0%	Q3 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$877K	0.26%	Not reported	-18.0%	Q3 2021
WMTWalmart Inc.	$768K	0.23%	0.00%	-7.5%	Q2 2020
GOOGAlphabet Inc.	$749K	0.22%	Not reported	+5.0%	Q3 2018
IBMInternational Business Machines Corp	$736K	0.22%	0.00%	-1.2%	Q3 2018
AVGOBroadcom Inc.	$728K	0.22%	0.00%	+2.9%	Q4 2019
EPRTEssential Properties Realty Trust, Inc.	$676K	0.20%	0.01%	Not reported	Q1 2024
AMATApplied Materials Inc	$660K	0.20%	0.00%	-0.8%	Q3 2018
AHRAmerican Healthcare REIT, Inc.	$659K	0.20%	0.01%	Not reported	Q2 2025
GLDMWorld Gold Trust	$569K	0.17%	0.00%	+13.0%	Q2 2022
JPMJPMorgan Chase & Co	$553K	0.16%	0.00%	+0.2%	Q4 2019
COSTCostco Wholesale Corp	$552K	0.16%	0.00%	-17.2%	Q4 2019
PYPLPayPal Holdings, Inc.	$531K	0.16%	0.00%	-13.5%	Q4 2019
BACBank of America Corp	$473K	0.14%	0.00%	-1.1%	Q3 2018
FNDFSchwab Strategic Trust	$460K	0.14%	Not reported	Not reported	Q1 2024
ACNAccenture plc	$451K	0.13%	0.00%	0.0%	Q2 2020
DFAXGulf Resources, Inc.	$445K	0.13%	Not reported	+52.7%	Q4 2025
NFLXNetflix Inc	$441K	0.13%	0.00%	-1.6%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$414K	0.12%	Not reported	0.0%	Q1 2022
OKEOneok Inc	$407K	0.12%	0.00%	-12.8%	Q4 2020
TFCTruist Financial Corp	$368K	0.11%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$361K	0.11%	0.00%	+9.1%	Q3 2018
LRCXLam Research Corp	$330K	0.10%	0.00%	+1.1%	Q1 2019
ICEIntercontinental Exchange, Inc.	$316K	0.09%	0.00%	+1.0%	Q3 2021
PGRProgressive Corp	$288K	0.09%	0.00%	-1.9%	Q2 2020
CVXChevron Corp	$278K	0.08%	0.00%	+14.9%	Q2 2020
SCHISterling Chemicals Inc	$260K	0.08%	Not reported	-22.8%	Q3 2024
WMWaste Management Inc	$241K	0.07%	0.00%	Not reported	Q4 2019
PNFPPinnacle Financial Partners, Inc.	$229K	0.07%	0.00%	Not reported	Q4 2021
VZVerizon Communications Inc	$212K	0.06%	0.00%	Not reported	Q3 2018
BXBlackstone Inc.	$210K	0.06%	0.00%	-2.9%	Q3 2018

Q4 2025Reported Jan 16, 202654 positions
METAMeta Platforms, Inc.	$9.45M	2.95%	Not reported	Not reported	Q3 2018
AAPLApple Inc.	$7.47M	2.33%	0.00%	Not reported	Q3 2018
TWLOTwilio Inc	$6.5M	2.03%	0.04%	Not reported	Q2 2022
CRMSalesforce, Inc.	$4.95M	1.55%	0.00%	Not reported	Q4 2019
VEEVVeeva Systems Inc	$4.16M	1.30%	0.01%	Not reported	Q3 2021
OKTAOkta, Inc.	$3.07M	0.96%	Not reported	Not reported	Q3 2021
NOWServiceNow, Inc.	$2.88M	0.90%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.8M	0.87%	Not reported	Not reported	Q4 2019
VVisa Inc.	$2.67M	0.83%	0.00%	Not reported	Q4 2019
INTCIntel Corp	$2.62M	0.82%	0.00%	Not reported	Q4 2019
DOCUDocusign, Inc.	$2.44M	0.76%	0.02%	Not reported	Q1 2019
NVDANvidia Corp	$2.41M	0.75%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$2.21M	0.69%	0.00%	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.17M	0.68%	Not reported	Not reported	Q3 2020
BABAAlibaba Group Holding Ltd	$1.99M	0.62%	0.00%	Not reported	Q1 2019
BSVNBank7 Corp.	$1.77M	0.55%	0.24%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$1.45M	0.45%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$1.36M	0.42%	0.00%	Not reported	Q3 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.08M	0.34%	Not reported	Not reported	Q3 2021
IBMInternational Business Machines Corp	$976K	0.30%	0.00%	Not reported	Q3 2018
BRK.BBerkshire Hathaway Inc	$959K	0.30%	Not reported	Not reported	Q3 2018
XOMExxonMobil Holdings Corp	$957K	0.30%	0.00%	Not reported	Q3 2018
WMTWalmart Inc.	$774K	0.24%	0.00%	Not reported	Q2 2020
ACNAccenture plc	$719K	0.22%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$685K	0.21%	Not reported	Not reported	Q3 2018
PYPLPayPal Holdings, Inc.	$684K	0.21%	0.00%	Not reported	Q4 2019
EPRTEssential Properties Realty Trust, Inc.	$663K	0.21%	0.01%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$639K	0.20%	0.00%	Not reported	Q4 2019
AHRAmerican Healthcare REIT, Inc.	$630K	0.20%	0.01%	Not reported	Q2 2025
AVGOBroadcom Inc.	$599K	0.19%	0.00%	Not reported	Q4 2019
AMATApplied Materials Inc	$554K	0.17%	0.00%	Not reported	Q3 2018
JPMJPMorgan Chase & Co	$551K	0.17%	0.00%	Not reported	Q4 2019
GLDMWorld Gold Trust	$511K	0.16%	0.00%	Not reported	Q2 2022
BACBank of America Corp	$476K	0.15%	0.00%	Not reported	Q3 2018
FNDFSchwab Strategic Trust	$428K	0.13%	Not reported	Not reported	Q1 2024
NFLXNetflix Inc	$428K	0.13%	0.00%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$398K	0.12%	Not reported	Not reported	Q1 2022
OKEOneok Inc	$383K	0.12%	0.00%	Not reported	Q4 2020
TFCTruist Financial Corp	$365K	0.11%	0.00%	Not reported	Q4 2019
ICEIntercontinental Exchange, Inc.	$347K	0.11%	0.00%	Not reported	Q3 2021
SCHISterling Chemicals Inc	$342K	0.11%	Not reported	Not reported	Q3 2024
JNJJohnson & Johnson	$320K	0.10%	0.00%	Not reported	Q3 2018
PGRProgressive Corp	$298K	0.09%	0.00%	Not reported	Q2 2020
BXBlackstone Inc.	$291K	0.09%	0.00%	Not reported	Q3 2018
LRCXLam Research Corp	$286K	0.09%	0.00%	Not reported	Q1 2019
DFAXGulf Resources, Inc.	$277K	0.09%	Not reported	New	Q4 2025
DEDeere & Co	$247K	0.08%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$235K	0.07%	0.00%	Not reported	Q4 2019
WMWaste Management Inc	$230K	0.07%	0.00%	Not reported	Q4 2019
PNFPPinnacle Financial Partners, Inc.	$229K	0.07%	0.00%	Not reported	Q4 2021

Q2 2025Reported Jul 10, 202554 positions
METAMeta Platforms, Inc.	$11.7M	4.26%	Not reported	Not reported	Q3 2018
TWLOTwilio Inc	$6.96M	2.54%	0.04%	Not reported	Q2 2022
CRMSalesforce, Inc.	$6.11M	2.23%	0.00%	Not reported	Q4 2019
VEEVVeeva Systems Inc	$5.61M	2.05%	0.01%	Not reported	Q3 2021
AAPLApple Inc.	$5.4M	1.97%	0.00%	Not reported	Q3 2018
NOWServiceNow, Inc.	$4.59M	1.68%	0.00%	Not reported	Q4 2019
OKTAOkta, Inc.	$3.6M	1.32%	Not reported	Not reported	Q3 2021
DOCUDocusign, Inc.	$3.56M	1.30%	0.02%	Not reported	Q1 2019
VVisa Inc.	$2.95M	1.08%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$2.31M	0.84%	0.00%	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.23M	0.82%	Not reported	Not reported	Q3 2020
QQQInvesco QQQ Trust, Series 1	$2.12M	0.77%	Not reported	Not reported	Q4 2019
BSVNBank7 Corp.	$1.91M	0.70%	0.26%	Not reported	Q2 2020
NVDANvidia Corp	$1.84M	0.67%	0.00%	Not reported	Q4 2019
IBMInternational Business Machines Corp	$1.49M	0.54%	0.00%	Not reported	Q3 2018
INTCIntel Corp	$1.45M	0.53%	0.00%	Not reported	Q4 2019
BABAAlibaba Group Holding Ltd	$1.32M	0.48%	0.00%	Not reported	Q1 2019
XOMExxonMobil Holdings Corp	$1.27M	0.46%	0.00%	Not reported	Q3 2018
LOWLowes Companies Inc	$1.14M	0.42%	0.00%	Not reported	Q2 2020
AMZNAmazon Com Inc	$1.1M	0.40%	0.00%	Not reported	Q3 2018
BRK.BBerkshire Hathaway Inc	$978K	0.36%	Not reported	Not reported	Q3 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$972K	0.36%	Not reported	Not reported	Q3 2021
PYPLPayPal Holdings, Inc.	$972K	0.35%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$945K	0.35%	0.00%	Not reported	Q2 2020
ACNAccenture plc	$742K	0.27%	0.00%	Not reported	Q2 2020
EPRTEssential Properties Realty Trust, Inc.	$672K	0.25%	0.01%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$654K	0.24%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$642K	0.23%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$630K	0.23%	0.00%	Not reported	Q4 2019
BACBank of America Corp	$609K	0.22%	0.00%	Not reported	Q3 2018
OKEOneok Inc	$567K	0.21%	0.00%	Not reported	Q4 2020
PGRProgressive Corp	$541K	0.20%	0.00%	Not reported	Q2 2020
NFLXNetflix Inc	$518K	0.19%	0.00%	Not reported	Q4 2019
AHRAmerican Healthcare REIT, Inc.	$473K	0.17%	0.01%	New	Q2 2025
TSLATesla, Inc.	$378K	0.14%	0.00%	Not reported	Q3 2021
FNDFSchwab Strategic Trust	$368K	0.13%	Not reported	Not reported	Q1 2024
ICEIntercontinental Exchange, Inc.	$364K	0.13%	0.00%	Not reported	Q3 2021
GOOGAlphabet Inc.	$351K	0.13%	Not reported	Not reported	Q3 2018
SCHISterling Chemicals Inc	$349K	0.13%	Not reported	Not reported	Q3 2024
AMATApplied Materials Inc	$343K	0.13%	0.00%	Not reported	Q3 2018
GLDMWorld Gold Trust	$336K	0.12%	0.00%	Not reported	Q2 2022
TFCTruist Financial Corp	$333K	0.12%	0.00%	Not reported	Q4 2019
TAt&T Inc.	$304K	0.11%	0.00%	Not reported	Q3 2018
JNJJohnson & Johnson	$291K	0.11%	0.00%	Not reported	Q3 2018
BXBlackstone Inc.	$287K	0.10%	0.00%	Not reported	Q3 2018
PNFPPinnacle Financial Partners, Inc.	$278K	0.10%	0.00%	Not reported	Q4 2021
MFCManulife Financial Corp	$264K	0.10%	Not reported	Not reported	Q2 2020
VZVerizon Communications Inc	$240K	0.09%	0.00%	Not reported	Q3 2018
DEDeere & Co	$239K	0.09%	0.00%	Not reported	Q4 2019
WMWaste Management Inc	$232K	0.08%	0.00%	Not reported	Q4 2019

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