Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Selective Wealth Management, Inc. (CIK 1755670) reported $337.5M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($81.4M, 24.12%), VOO ($71.5M, 21.17%), SPLG ($16.9M, 4.99%), DFSD ($11.1M, 3.29%), META ($9.7M, 2.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $81.4M | 24.12% | 808,654 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $71.5M | 21.17% | 109,218 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $16.9M | 4.99% | 201,213 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $11.1M | 3.29% | 232,241 | Added |
| 5 | META | META PLATFORMS INC | $9.7M | 2.88% | 14,513 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $8.6M | 2.54% | 24,493 | Added |
| 7 | AAPL | APPLE INC | $7.5M | 2.21% | 27,669 | Trimmed |
| 8 | TWLO | TWILIO INC | $7.3M | 2.16% | 51,691 | Trimmed |
| 9 | IVV | ISHARES TR | $6.8M | 2.02% | 9,539 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.3M | 1.88% | 111,098 | Trimmed |
| 11 | WCLD | WISDOMTREE TR | $5.7M | 1.70% | 210,060 | Trimmed |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $4.9M | 1.46% | 117,025 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $4.7M | 1.38% | 57,342 | Added |
| 14 | INTC | INTEL CORP | $3.6M | 1.06% | 37,582 | Trimmed |
| 15 | CRM | SALESFORCE INC | $3.6M | 1.05% | 19,634 | Trimmed |
| 16 | DOCU | DOCUSIGN INC | $3.3M | 0.96% | 69,320 | Added |
| 17 | DCOR | DIMENSIONAL ETF TRUST | $3.0M | 0.88% | 38,189 | Added |
| 18 | QQQ | INVESCO QQQ TR | $2.8M | 0.83% | 4,211 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $2.8M | 0.82% | 13,158 | Added |
| 20 | VEEV | VEEVA SYS INC | $2.7M | 0.81% | 17,307 | Trimmed |
| 21 | V | VISA INC | $2.6M | 0.76% | 7,699 | Trimmed |
| 22 | OKTA | OKTA INC | $2.3M | 0.68% | 30,002 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.1M | 0.63% | 5,037 | Added |
| 24 | GTLB | GITLAB INC | $2.1M | 0.62% | 95,602 | New |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.61% | 2,896 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31