Notify me when Selective Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 108 | $320,323,058 | +$22,311,062 | -$10,859,639 | +$11,451,423 | SGOV, VOO, SPYM, META, WCLD | 13F-HR | 16 Jan 2026, 11:43 |
| Q3 2025 | 107 | $310,687,628 | +$33,932,261 | -$6,492,645 | +$27,439,616 | VOO, SGOV, SPLG, META, WCLD | 13F-HR | 10 Oct 2025, 10:35 |
| Q2 2025 | 103 | $273,884,597 | +$21,757,414 | -$9,454,350 | +$12,303,064 | VOO, SGOV, META, WCLD, SPLG | 13F-HR | 10 Jul 2025, 13:07 |
| Q1 2025 | 104 | $229,837,195 | +$9,354,694 | -$6,482,957 | +$2,871,737 | VOO, SGOV, WCLD, META, JEPI | 13F-HR | 14 Apr 2025, 14:29 |
| Q4 2024 | 105 | $246,298,012 | +$10,358,780 | -$11,090,582 | -$731,802 | VOO, SGOV, WCLD, META, JEPI | 13F-HR | 15 Jan 2025, 12:06 |
| Q3 2024 | 106 | $240,754,872 | +$12,271,691 | -$10,910,685 | +$1,361,006 | VOO, SGOV, META, WCLD, JEPI | 13F-HR | 09 Oct 2024, 13:56 |
| Q2 2024 | 102 | $226,785,892 | +$4,454,449 | -$11,759,477 | -$7,305,028 | VOO, SGOV, WCLD, META, JEPI | 13F-HR | 10 Jul 2024, 14:44 |
| Q1 2024 | 103 | $230,154,523 | +$23,010,813 | -$8,941,870 | +$14,068,943 | VOO, SGOV, WCLD, META, JEPI | 13F-HR | 11 Apr 2024, 10:28 |
| Q4 2023 | 87 | $198,556,539 | +$11,756,810 | -$11,538,179 | +$218,631 | VOO, SGOV, WCLD, JEPI, META | 13F-HR | 05 Jan 2024, 12:01 |
| Q3 2023 | 88 | $182,053,803 | +$11,475,209 | -$25,052,438 | -$13,577,229 | VOO, SGOV, WCLD, JEPI, META | 13F-HR | 10 Oct 2023, 09:24 |
| Q2 2023 | 118 | $200,449,012 | +$19,875,455 | -$24,475,291 | -$4,599,836 | VOO, WCLD, META, BABA, CRM | 13F-HR | 11 Jul 2023, 15:33 |
| Q4 2022 | 126 | $177,387,043 | +$24,237,733 | -$83,331,041 | -$59,093,308 | VOO, WCLD, SPLK, CRM, VEEV | 13F-HR | 23 Jan 2023, 15:53 |
| Q3 2022 | 747 | $233,322,000 | +$18,209,867 | -$34,407,003 | -$16,197,136 | VOO, FROG, BABA, BSV, STIP | 13F-HR | 21 Oct 2022, 09:31 |
| Q2 2022 | 740 | $280,915,000 | +$74,001,593 | -$22,147,905 | +$51,853,688 | VOO, BABA, FROG, BSV, VEEV | 13F-HR | 28 Jul 2022, 09:26 |
| Q1 2022 | 708 | $275,874,000 | +$55,379,302 | -$14,639,291 | +$40,740,011 | BABA, FROG, DOCU, SPLK, PLAN | 13F-HR | 20 Apr 2022, 10:35 |
| Q4 2021 | 656 | $244,990,000 | +$64,749,839 | -$4,199,478 | +$60,550,361 | BABA, DOCU, SPLK, META, BSV | 13F-HR | 18 Jan 2022, 10:07 |
| Q3 2021 | 584 | $188,679,000 | +$94,495,970 | -$20,582,015 | +$73,913,955 | BABA, SPLK, BSV, META, INTC | 13F-HR | 27 Oct 2021, 11:38 |
| Q2 2021 | 494 | $125,464,000 | +$35,046,654 | -$23,888,357 | +$11,158,297 | BABA, SPLK, XOM, IBM, BSV | Restatement | 04 Aug 2021, 12:50 |
| Q1 2021 | 385 | $109,933,000 | +$6,691,145 | -$65,531,676 | -$58,840,531 | SPLK, BABA, XOM, IBM, OZK | 13F-HR | 09 Apr 2021, 10:37 |
| Q4 2020 | 366 | $154,867,000 | +$12,979,456 | -$1,634,627 | +$11,344,829 | OZK, GOOG, SPLK, BABA, BIDU | 13F-HR | 22 Jan 2021, 10:53 |
| Q3 2020 | 304 | $127,482,000 | +$4,483,298 | -$3,183,088 | +$1,300,210 | SPLK, BABA, GOOG, OZK, META | 13F-HR | 21 Oct 2020, 12:05 |
| Q2 2020 | 415 | $120,681,000 | +$49,175,918 | -$1,133,833 | +$48,042,085 | SPLK, OZK, GOOG, BABA, IBM | 13F-HR | 15 Jul 2020, 16:51 |
| Q1 2020 | 328 | $56,985,000 | +$5,651,568 | -$16,538,957 | -$10,887,389 | GOOG, BABA, SPLK, OZK, META | 13F-HR | 16 Apr 2020, 14:20 |
| Q4 2019 | 321 | $82,624,000 | +$614,929 | -$2,388,092 | -$1,773,163 | OZK, BABA, GOOG, Z, BIDU | 13F-HR | 10 Jan 2020, 14:18 |
| Q3 2019 | 331 | $72,699,000 | +$25,205,000 | -$7,427,328 | +$17,777,672 | OZK, BABA, GOOG, DOCU, CTSH | 13F-HR | 29 Oct 2019, 10:24 |
| Q2 2019 | 39 | $55,776,000 | +$14,760,291 | -$40,011,000 | -$25,250,709 | BABA, OZK, GOOG, META, CTSH | 13F-HR | 16 Jul 2019, 09:28 |
| Q1 2019 | 26 | $82,789,000 | +$78,984,293 | -$4,536,322 | +$74,447,971 | BABA, DOCU, GOOG, OZK, PVTL | 13F-HR | 04 Apr 2019, 16:17 |
| Q3 2018 | 162 | $8,357,000 | $0 | $0 | $0 | OHI, ARCC, SPH, TTP, GE | 13F-HR | 12 Oct 2018, 14:18 |