Institutional Fund
Selective Wealth Management, Inc.
Forest, VACIK 17556705 filings on record
Portfolio Value
$337.49M
Q1 2026
Holdings
119
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+5.4%
from $320.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr24.1%
- Vanguard Index Fds21.2%
- Spdr Series Trust5.0%
- Dimensional ETF Trust3.3%
- Meta Platforms Inc2.9%
- Vanguard Index Fds2.5%
- Other41.0%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 808.7K | $81.41M | 24.1% | +24.3K | Added |
| 2 | Vanguard Index Fds | 109.2K | $71.45M | 21.2% | −9.5K | Reduced |
| 3 | Spdr Series Trust | 201.2K | $16.85M | 5.0% | +969 | Added |
| 4 | Dimensional ETF Trust | 232.2K | $11.10M | 3.3% | +68.1K | Added |
| 5 | Meta Platforms Inc | 14.5K | $9.71M | 2.9% | −711 | Reduced |
| 6 | Vanguard Index Fds | 24.5K | $8.58M | 2.5% | +3.7K | Added |
| 7 | Apple Inc | 27.7K | $7.48M | 2.2% | −1.2K | Reduced |
| 8 | Twilio Inc | 51.7K | $7.28M | 2.2% | −2.6K | Reduced |
| 9 | Ishares Tr | 9.5K | $6.82M | 2.0% | −173 | Reduced |
| 10 | J P Morgan Exchange Traded F | 111.1K | $6.35M | 1.9% | −5.1K | Reduced |
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