Selective Wealth Management
Selective Wealth Management reported 147 stocks worth $430M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SGOV (23.1%), VOO (18.1%) and SPYM (7.4%). Compared with Q2 2026, the fund opened new positions in DCOR, XOM and DXUV, added to SGOV, SPYM and DFSD, trimmed VOO, WCLD and IVV and sold out of XOM, OKE and ITA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $99.1M | 23.1% | 985K | +22K (+2%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $77.9M | 18.1% | 110K | −232 (−0%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $31.7M | 7.4% | 349K | +100K (+40%) | 8 of 8 | |
| 4 |  DFSD Dimensional Shrt Drt Fxd | $13.1M | 3.0% | 279K | +24K (+9%) | 8 of 8 | |
| 5 | DIMENSIONAL ETF TRUST | $11.9M | 2.8% | 262K | +53K (+25%) | 5 of 8 | |
| 6 |  AAPL Apple Inc | $11M | 2.5% | 32K | +3,258 (+11%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $10.9M | 2.5% | 15K | +270 (+2%) | 8 of 8 | |
| 8 |  WCLD Wisdomtree TR | $8.6M | 2.0% | 196K | −11K (−5%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $8.5M | 2.0% | 22K | +1,566 (+8%) | 8 of 8 | |
| 10 |  DCOR DFA US Core Equity 1 ETF | $8.1M | 1.9% | 96K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $6.2M | 76K |
 XOM Exxon Mobil Corp | $1.4M | 9,321 |
DIMENSIONAL ETF TRUST | $507K | 13K |
DIMENSIONAL ETF TRUST | $473K | 7,017 |
 OKE Oneok Inc New | $426K | 4,554 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Selective Wealth Management 13F FAQ
What does Selective Wealth Management own?
Selective Wealth Management reported 147 stocks worth $430M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SGOV (23.1%), VOO (18.1%) and SPYM (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Selective Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 62 added to, 40 trimmed and 8 sold out. New positions include DCOR, XOM and DXUV. It sold all of XOM, OKE and ITA.
When will Selective Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Selective Wealth Management's portfolio worth?
The Q3 2026 filing reports $430M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.