Selective Wealth Management, Inc.

Q2 2026 13F Holdings

Location
Forest, VA
Holdings as of
6/30/2026
Value ($000)
$381,175
Num holdings
136
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/30/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type