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Joshua Standeven

Selective Wealth Management, Inc.

Assets Managed
$337.519M
Holdings
120
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
5.37%(2Q avg: 4.24%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Selective Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Selective Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 337.519M in assets, with a quarterly growth rate of 5.37% and a 2-quarter average growth rate of 4.24%. The portfolio is managed by Joshua Standeven, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 3.1%
24.12%
$81.407M
808,654 shares@ $100.68 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -8%
21.18%
$71.454M
109,218 shares@ $654.24 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.49%
5%
$16.854M
201,213 shares@ $83.76 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 41.46%
3.3%
$11.105M
232,241 shares@ $47.82 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.67%
2.88%
$9.711M
14,513 shares@ $669.1 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 18.01%
2.55%
$8.578M
24,493 shares@ $350.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.31%
2.22%
$7.475M
27,669 shares@ $270.17 avg price
TWLO
Twilio Inc - A
Recent Activity
Decreased -4.81%
2.16%
$7.284M
51,691 shares@ $140.92 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.78%
2.03%
$6.819M
9,539 shares@ $714.89 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -4.38%
1.89%
$6.346M
111,098 shares@ $57.13 avg price

1-10 of 120