Selective Wealth Management, Inc. - Q32026 Holdings

Selective Wealth Management, Inc. holds 148 stocks with a total portfolio value of $ 429.75M as of Q32026. In Q32026, Selective Wealth Management, Inc. added 20 new positions, increased stakes in 68 stocks, reduced 41 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (SGOV), representing 23.05% of the total portfolio.