Selective Wealth Management, Inc.

CIK 0001755670 · Q2 2026

13F Equity AUM

$381.2M

+12.9% QoQ

Positions

136

-120 QoQ

AUM Rank

#5,759

Top 46%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,134 · Top 38%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 56.5%Top 10: 67.2%Top 20: 78.0%

SGOV25.4%

VOO19.7%

SPYM5.7%

DFSD3.2%

AAPL2.5%

META2.5%

DFAC2.4%

VTI2.0%

WCLD1.9%

IVV1.9%

Others (126)32.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 136Median: 0.16%Avg: 0.74%

0–0.5%

109(17.7%)

0.5–1%

13(9.4%)

1–3%

10(18.9%)

3–5%

1(3.2%)

5%+

3(50.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 136vs 20 funds

0%Low

136

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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