Selective Wealth Management, Inc. - Q42025 Holdings

Selective Wealth Management, Inc. holds 108 stocks with a total portfolio value of $ 320.32M as of Q42025. In Q42025, Selective Wealth Management, Inc. added 10 new positions, increased stakes in 39 stocks, reduced 45 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (SGOV), representing 24.61% of the total portfolio.