Selective Wealth Management, Inc. - Q12026 Holdings

Selective Wealth Management, Inc. holds 120 stocks with a total portfolio value of $ 337.52M as of Q12026. In Q12026, Selective Wealth Management, Inc. added 20 new positions, increased stakes in 38 stocks, reduced 45 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (SGOV), representing 24.12% of the total portfolio.