Selective Wealth Management, Inc.

Q3 2026 13F Holdings

Location
Forest, VA
Holdings as of
9/30/2026
Value ($000)
$429,746
Num holdings
148
Date filed
10/16/2026
Form type
13F-HR
Prev filing
7/20/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type