Selective Wealth Management, Inc.: 13F holdings
CIK 17556702026Q2
| Positions | 136 |
|---|---|
| Reported value | $381.2m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SGOV ISHARES TR | 963,067 | $96.9m | 25.4% |
| VOO VANGUARD INDEX FDS | 109,970 | $75.1m | 19.7% |
| SPYM SPDR SERIES TRUST | 248,874 | $21.8m | 5.7% |
| DFSD DIMENSIONAL ETF TRUST | 254,953 | $12.2m | 3.2% |
| AAPL APPLE INC | 28,832 | $9.6m | 2.5% |
| META META PLATFORMS INC | 14,523 | $9.4m | 2.5% |
| DIMENSIONAL ETF TRUST | 209,906 | $9.3m | 2.4% |
| VTI VANGUARD INDEX FDS | 20,809 | $7.6m | 2.0% |
| WCLD WISDOMTREE TR | 206,798 | $7.2m | 1.9% |
| IVV ISHARES TR | 9,468 | $7.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755670")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.