Selective Wealth Management, Inc. ETF holdings
Forest, VA
Reported $311.6M in 83 ETFs in its Form 13F for June 30, 2026.
ETF value
$311.6M
ETFs held
83
Change from prior quarter
+15.5%
With price moves
ETFs as a share of its 13F
81.8%
of $381.2M
Top 10 of 83 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $96.9M | 963,067 | +154,413 shares |
| VOO | Vanguard S&P 500 ETF | $75.1M | 109,970 | +752 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $21.8M | 248,874 | +47,661 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $12.2M | 254,953 | +22,712 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $9.3M | 209,906 | +92,881 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.6M | 20,809 | −3,684 shares |
| WCLD | WisdomTree Cloud Computing Fund | $7.2M | 206,798 | −3,262 shares |
| IVV | iShares Core S&P 500 ETF | $7.1M | 9,468 | −71 shares |
| DCOR | Dimensional US Core Equity 1 ETF | $6.2M | 76,109 | +37,920 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $6.1M | 107,068 | −4,030 shares |
73 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001755670. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Selective Wealth Management, Inc. own?
Selective Wealth Management, Inc. reported 83 ETF positions worth $311.6M in its Form 13F for June 30, 2026. The largest was SGOV, at $96.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.