Selective Wealth Management, Inc. holds a focused book of 136 stocks worth $381.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened John Marshall Bancorp Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares 0-3 Month Treasury B at 25% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Selective Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Selective Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Selective Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.0B |
| CWM, LLC | 80 / 80 | $7.9B |
| MORGAN STANLEY | 79 / 80 | $552.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $474.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $421.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $166.9B |
| UBS Group AG | 79 / 80 | $145.7B |
| LPL Financial LLC | 79 / 80 | $94.7B |
Ranked by how many of Selective Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-3 MTH TREASURY | $96.9M | 963.1K | 25.4% | ▲+19% Added · +154K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $75.1M | 110.0K | 19.7% | ▲+0.7% Added · +752 sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $21.8M | 248.9K | 5.7% | ▲+24% Added · +48K sh | |
| 4 | Dimensional ETF Trust SHOR DUR FIX ETF | $12.2M | 255.0K | 3.2% | ▲+9.8% Added · +23K sh | |
| 5 | Apple Inc COM | $9.6M | 28.8K | 2.5% | ▲+4.2% Added · +1K sh | |
| 6 | Meta Platforms Inc CL A | $9.4M | 14.5K | 2.5% | ▲+0.1% Added · +10 sh | |
| 7 | Dimensional ETF Trust US COR EQU 2 ETF | $9.3M | 209.9K | 2.4% | ▲+79% Added · +93K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $7.6M | 20.8K | 2.0% | ▼−15% Reduced · −4K sh | |
| 9 | Wisdomtree TR CLOUD COMPUTNG | $7.2M | 206.8K | 1.9% | ▼−1.6% Reduced · −3K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $7.1M | 9.5K | 1.9% | ▼−0.7% Reduced · −71 sh | |
| 11 | Dimensional ETF Trust US COR EQU 1 ETF | $6.2M | 76.1K | 1.6% | ▲+99% Added · +38K sh | |
| 12 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.1M | 107.1K | 1.6% | ▼−3.6% Reduced · −4K sh | |
| 13 | Vanguard Star FDS VG TL INTL STK F | $5.0M | 60.2K | 1.3% | ▲+5.0% Added · +3K sh | |
| 14 | Okta Inc CL A | $4.4M | 29.6K | 1.2% | ▼−1.3% Reduced · −393 sh | |
| 15 | Docusign Inc COM | $3.6M | 67.7K | 0.9% | ▼−2.3% Reduced · −2K sh | |
| 16 | Dimensional ETF Trust INTL CORE EQUITY | $3.6M | 95.3K | 0.9% | ▲+107% Added · +49K sh | |
| 17 | Salesforce Inc COM | $3.3M | 19.2K | 0.9% | ▼−2.0% Reduced · −397 sh | |
| 18 | Veeva Sys Inc CL A COM | $3.2M | 16.6K | 0.8% | ▼−4.2% Reduced · −730 sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $3.0M | 4.3K | 0.8% | ▲+1.8% Added · +76 sh | |
| 20 | Nvidia Corporation COM | $2.9M | 14.5K | 0.8% | ▲+9.9% Added · +1K sh | |
| 21 | Gitlab Inc CLASS A COM | $2.9M | 89.2K | 0.8% | ▼−6.7% Reduced · −6K sh | |
| 22 | Visa Inc COM CL A | $2.9M | 8.0K | 0.8% | ▲+4.4% Added · +338 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.1K | 0.6% | ▲+7.3% Added · +211 sh | |
| 24 | Schwab Strategic TR US BRD MKT ETF | $2.3M | 78.7K | 0.6% | ▲+6.8% Added · +5K sh | |
| 25 | Microsoft Corp COM | $2.0M | 5.2K | 0.5% | ▲+3.3% Added · +168 sh | |
| 26 | Servicenow Inc COM | $2.0M | 19.6K | 0.5% | ▼−3.6% Reduced · −728 sh | |
| 27 | Dimensional ETF Trust CORE FIXE IN ETF | $2.0M | 47.7K | 0.5% | ▲+57% Added · +17K sh | |
| 28 | Dimensional ETF Trust INTL COR FIX ETF | $1.8M | 34.2K | 0.5% | ▲+71% Added · +14K sh | |
| 29 | Twilio Inc CL A | $1.8M | 8.7K | 0.5% | ▼−83% Reduced · −43K sh | |
| 30 | Ishares TR RUS 1000 GRW ETF | $1.7M | 14.4K | 0.5% | —Held | |
| 31 | Alphabet Inc CAP STK CL A | $1.7M | 4.9K | 0.4% | ▲+14% Added · +591 sh | |
| 32 | Dimensional ETF Trust US CORE EQT MKT | $1.7M | 32.4K | 0.4% | ▼−20% Reduced · −8K sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $1.7M | 9.5K | 0.4% | —Held | |
| 34 | Dimensional ETF Trust EMERGING MKTS CO | $1.7M | 43.7K | 0.4% | ▲+105% Added · +22K sh | |
| 35 | Vanguard World FD ESG US STK ETF | $1.6M | 12.4K | 0.4% | ▼−8.4% Reduced · −1K sh | |
| 36 | Amazon Com Inc COM | $1.5M | 6.1K | 0.4% | ▲+11% Added · +582 sh | |
| 37 | Vanguard BD Index FDS SHORT TRM BOND | $1.5M | 18.9K | 0.4% | ▼−6.8% Reduced · −1K sh | |
| 38 | Vanguard Index FDS EXTEND MKT ETF | $1.4M | 5.8K | 0.4% | ▲~0% Added · +2 sh | |
| 39 | Vanguard Index FDS VALUE ETF | $1.4M | 6.3K | 0.4% | —Held | |
| 40 | Exxon Mobil Corp COM | $1.4M | 9.3K | 0.4% | ▲+27% Added · +2K sh | |
| 41 | Ishares TR ISHARES SEMICDTR | $1.2M | 2.3K | 0.3% | ▼−25% Reduced · −747 sh | |
| 42 | Vanguard World FD INF TECH ETF | $1.1M | 10.0K | 0.3% | ▲+11% Added · +958 sh | |
| 43 | Dimensional ETF Trust GLOBAL CR ETF | $1.1M | 19.9K | 0.3% | ▲+76% Added · +9K sh | |
| 44 | Ishares TR RUS MID CAP ETF | $1.0M | 9.2K | 0.3% | —Held | |
| 45 | State STR SPDR Dow Jones Ind UT SER 1 | $936K | 1.8K | 0.2% | —Held | |
| 46 | John Marshall Bancorp Inc COM | $912K | 41.1K | 0.2% | ▲New New position | |
| 47 | Applied Matls Inc COM | $909K | 1.7K | 0.2% | ▼−0.4% Reduced · −7 sh | |
| 48 | Broadcom Inc COM | $888K | 2.4K | 0.2% | ▲+33% Added · +598 sh | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $861K | 1.8K | 0.2% | ▼−7.1% Reduced · −134 sh | |
| 50 | American Centy ETF TR INTL SMCP VLU | $840K | 8.2K | 0.2% | ▼−1.8% Reduced · −146 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 136 | $381.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 120 | $337.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 108 | $320.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 107 | $310.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 103 | $273.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 104 | $229.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 105 | $246.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 106 | $240.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.