SELECTIVE WEALTH MANAGEMENT, INC.

Filed: 10/10/2025ACC: 0001755670-25-000006

📋 What this filing means

SELECTIVE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $310.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$310.69M

Total AUM (reported)

2.53M

Total Shares

Allocation by class

S&P 500 ETF SHS$74.92M24.1%

0-3 MNTH TREASRY$74.11M23.9%

COM$39.23M12.6%

CL A$20.53M6.6%

PORTFOLIO S&P500$14.64M4.7%

CLOUD COMPUTNG$9.71M3.1%

EQUITY PREMIUM$8.24M2.7%

Portfolio Concentration

Top 3$163.66M52.7%

4–10$55.28M17.8%

11–25$45.85M14.8%

Rest$45.89M14.8%

Top 3 weight

52.7%

Top 10 weight

70.5%

Voting Authority Distribution

Total shares with voting rights: 2.53M

Sole

Full voting authority

2.11M

% of voting shares83.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

422K

% of voting shares16.7%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeSole · 83.3% of voting shares

Institutional Holdings107

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares121.77K

TypeSH

Market value$74.92M

24.11%

Sole

92.04K

Shared

0.00

None

29.74K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares737.88K

TypeSH

Market value$74.11M

23.85%

Sole

597.02K

Shared

0.00

None

140.86K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares185.93K

TypeSH

Market value$14.64M

4.71%

Sole

156.49K

Shared

0.00

None

29.45K

META PLATFORMS INC

SOLE

CL A

Shares15.58K

TypeSH

Market value$11.11M

3.58%

Sole

13.06K

Shared

0.00

None

2.52K

WISDOMTREE TR

SOLE

CLOUD COMPUTNG

Shares279.32K

TypeSH

Market value$9.71M

3.13%

Sole

231.44K

Shared

0.00

None

47.87K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares144.94K

TypeSH

Market value$8.24M

2.65%

Sole

136.56K

Shared

0.00

None

8.38K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.97K

TypeSH

Market value$7.38M

2.37%

Sole

7.33K

Shared

0.00

None

3.64K

APPLE INC

SOLE

COM

Shares26.09K

TypeSH

Market value$6.69M

2.15%

Sole

20.57K

Shared

0.00

None

5.52K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares18.64K

TypeSH

Market value$6.15M

1.98%

Sole

18.06K

Shared

0.00

None

587.00

VEEVA SYS INC

SOLE

CL A COM

Shares19.59K

TypeSH

Market value$6.00M

1.93%

Sole

16.29K

Shared

0.00

None

3.31K

TWILIO INC

SOLE

CL A

Shares55.48K

TypeSH

Market value$5.97M

1.92%

Sole

50.95K

Shared

0.00

None

4.54K

SALESFORCE INC

SOLE

COM

Shares22.01K

TypeSH

Market value$5.28M

1.70%

Sole

18.36K

Shared

0.00

None

3.65K

SERVICENOW INC

SOLE

COM

Shares4.57K

TypeSH

Market value$4.13M

1.33%

Sole

3.72K

Shared

0.00

None

843.00

OKTA INC

SOLE

CL A

Shares35.16K

TypeSH

Market value$3.20M

1.03%

Sole

30.09K

Shared

0.00

None

5.07K

DOCUSIGN INC

SOLE

COM

Shares42.45K

TypeSH

Market value$2.97M

0.96%

Sole

35.44K

Shared

0.00

None

7.01K

VISA INC

SOLE

COM CL A

Shares8.26K

TypeSH

Market value$2.91M

0.94%

Sole

6.67K

Shared

0.00

None

1.59K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares38.38K

TypeSH

Market value$2.85M

0.92%

Sole

37.50K

Shared

0.00

None

885.00

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares54.42K

TypeSH

Market value$2.63M

0.85%

Sole

51.52K

Shared

0.00

None

2.89K

NVIDIA CORPORATION

SOLE

COM

Shares13.59K

TypeSH

Market value$2.51M

0.81%

Sole

10.81K

Shared

0.00

None

2.78K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares3.57K

TypeSH

Market value$2.39M

0.77%

Sole

2.93K

Shared

0.00

None

636.00

MICROSOFT CORP

SOLE

COM

Shares4.50K

TypeSH

Market value$2.36M

0.76%

Sole

4.01K

Shared

0.00

None

485.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares3.81K

TypeSH

Market value$2.31M

0.74%

Sole

2.88K

Shared

0.00

None

938.00

ALIBABA GROUP HLDG LTD

SOLE

INTEL CORP

SOLE

COM

Shares58.71K

TypeSH

Market value$2.18M

0.70%

Sole

50.35K

Shared

0.00

None

8.36K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares73.71K

TypeSH

Market value$1.90M

0.61%

Sole

73.71K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	121.77K	SH	$74.92M 24.11%	92.04K	29.74K
ISHARES TRSOLE	0-3 MNTH TREASRY	737.88K	SH	$74.11M 23.85%	597.02K	140.86K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	185.93K	SH	$14.64M 4.71%	156.49K	29.45K
META PLATFORMS INCSOLE	CL A	15.58K	SH	$11.11M 3.58%	13.06K	2.52K
WISDOMTREE TRSOLE	CLOUD COMPUTNG	279.32K	SH	$9.71M 3.13%	231.44K	47.87K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	144.94K	SH	$8.24M 2.65%	136.56K	8.38K
ISHARES TRSOLE	CORE S&P500 ETF	10.97K	SH	$7.38M 2.37%	7.33K	3.64K
APPLE INCSOLE	COM	26.09K	SH	$6.69M 2.15%	20.57K	5.52K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	18.64K	SH	$6.15M 1.98%	18.06K	587.00
VEEVA SYS INCSOLE	CL A COM	19.59K	SH	$6.00M 1.93%	16.29K	3.31K
TWILIO INCSOLE	CL A	55.48K	SH	$5.97M 1.92%	50.95K	4.54K
SALESFORCE INCSOLE	COM	22.01K	SH	$5.28M 1.70%	18.36K	3.65K
SERVICENOW INCSOLE	COM	4.57K	SH	$4.13M 1.33%	3.72K	843.00
OKTA INCSOLE	CL A	35.16K	SH	$3.20M 1.03%	30.09K	5.07K
DOCUSIGN INCSOLE	COM	42.45K	SH	$2.97M 0.96%	35.44K	7.01K
VISA INCSOLE	COM CL A	8.26K	SH	$2.91M 0.94%	6.67K	1.59K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	38.38K	SH	$2.85M 0.92%	37.50K	885.00
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	54.42K	SH	$2.63M 0.85%	51.52K	2.89K
NVIDIA CORPORATIONSOLE	COM	13.59K	SH	$2.51M 0.81%	10.81K	2.78K
SPDR S&P 500 ETF TRSOLE	TR UNIT	3.57K	SH	$2.39M 0.77%	2.93K	636.00
MICROSOFT CORPSOLE	COM	4.50K	SH	$2.36M 0.76%	4.01K	485.00
INVESCO QQQ TRSOLE	UNIT SER 1	3.81K	SH	$2.31M 0.74%	2.88K	938.00
ALIBABA GROUP HLDG LTDSOLE	SPONSORED ADS	12.53K	SH	$2.27M 0.73%	11.68K	851.00
INTEL CORPSOLE	COM	58.71K	SH	$2.18M 0.70%	50.35K	8.36K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	73.71K	SH	$1.90M 0.61%	73.71K	0.00

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