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Selective Wealth Management, Inc.ETFConcentrated trader

CIK: 0001755670 | FOREST, VA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR148$429.7M2026-10-16SEC ↗
Q2 2026
13F-HR136$381.2M2026-07-20SEC ↗
Q1 2026
13F-HR120$337.5M2026-04-30SEC ↗
Q4 2025
13F-HR108$320.3M2026-01-16SEC ↗
Q3 2025
13F-HR107$310.7M2025-10-10SEC ↗
Q2 2025
13F-HR103$273.9M2025-07-10SEC ↗
Q1 2025
13F-HR104$229.8M2025-04-14SEC ↗
Q4 2024
13F-HR105$246.3M2025-01-15SEC ↗
Q3 2024
13F-HR106$240.8M2024-10-09SEC ↗
Q2 2024
13F-HR102$227.1M2024-07-10SEC ↗
Q1 2024
13F-HR104$230.2M2024-04-11SEC ↗
Q4 2023
13F-HR87$198.6M2024-01-05SEC ↗
Q3 2023
13F-HR88$182.1M2023-10-10SEC ↗
Q2 2023
13F-HR118$200.4M2023-07-11SEC ↗
Q4 2022
13F-HR126$189.4M2023-01-23SEC ↗
Q3 2022
13F-HR791$18.8M2022-10-21SEC ↗
Q2 2022
13F-HR786$21.3M2022-07-28SEC ↗
Q1 2022
13F-HR747$21.9M2022-04-20SEC ↗
Q4 2021
13F-HR684$23.4M2022-01-18SEC ↗
Q3 2021
13F-HR598$27.2M2021-10-27SEC ↗
Q2 2021Amended
13F-HR/A396$10.5M2021-07-08SEC ↗
Q1 2021
13F-HR396$11.2M2021-04-09SEC ↗
Q4 2020
13F-HR379$11.6M2021-01-22SEC ↗
Q3 2020
13F-HR314$13.9M2020-10-21SEC ↗
Q2 2020
13F-HR465$10.3M2020-07-15SEC ↗
Q1 2020
13F-HR385$8.9M2020-04-16SEC ↗
Q4 2019
13F-HR382$12.2M2020-01-10SEC ↗
Q3 2019
13F-HR397$9.7M2019-10-29SEC ↗
Q2 2019
13F-HR40$9.7M2019-07-16SEC ↗
Q1 2019
13F-HR26$10.5M2019-04-04SEC ↗
Q3 2018
13F-HR173$19.4K2018-10-12SEC ↗