Selective Wealth Management, Inc. - Q22026 Holdings

Selective Wealth Management, Inc. holds 136 stocks with a total portfolio value of $ 381.17M as of Q22026. In Q22026, Selective Wealth Management, Inc. added 21 new positions, increased stakes in 58 stocks, reduced 40 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (SGOV), representing 25.41% of the total portfolio.