Current Market Value 273,884,597
Current Holdings 103
Most Recent File Date 2025-07-10
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Selective Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-10 2025-06-30 13F-HR 103 273,885
2025-04-14 2025-03-31 13F-HR 104 229,837
2025-01-15 2024-12-31 13F-HR 105 246,298
2024-10-09 2024-09-30 13F-HR 106 240,755
2024-07-10 2024-06-30 13F-HR 102 227,063
2024-04-11 2024-03-31 13F-HR 103 230,155
2024-01-05 2023-12-31 13F-HR 87 198,557
2023-10-10 2023-09-30 13F-HR 88 182,054
2023-07-11 2023-06-30 13F-HR 118 200,449
2023-01-23 2022-12-31 13F-HR 126 189,399
2022-10-21 2022-09-30 13F-HR 791 233,360
2022-07-28 2022-06-30 13F-HR 786 280,943
2022-04-20 2022-03-31 13F-HR 747 275,915
2022-01-18 2021-12-31 13F-HR 684 245,028
2021-10-27 2021-09-30 13F-HR 598 188,707
2021-08-04 2021-06-30 13F-HR/A 1 R 509 125,493
2021-07-08 2021-06-30 13F-HR 396 109,936
2021-04-09 2021-03-31 13F-HR 396 109,939
2021-01-22 2020-12-31 13F-HR 379 154,876
2020-10-21 2020-09-30 13F-HR 314 127,490
2020-07-15 2020-06-30 13F-HR 423 120,696
2020-04-16 2020-03-31 13F-HR 337 63,847
2020-01-10 2019-12-31 13F-HR 335 82,640
2019-10-29 2019-09-30 13F-HR 347 72,716
2019-07-16 2019-06-30 13F-HR 40 61,808
2019-04-04 2019-03-31 13F-HR 26 82,789
2018-10-12 2018-09-30 13F-HR 172 8,361