Selective Wealth Management, Inc.
Q3 2025 13F Holdings
Location
Forest, VA
Holdings as of
9/30/2025
Value ($000)
$310,688
Num holdings
107
Date filed
10/10/2025
Form type
13F-HR
Prev filing
7/10/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type