# EDGAR Filing Document

**Accession Number:** 0001755670
**File Stem:** 0001755670-25-000003
**Filing Date:** 2025-7
**Character Count:** 14415
**Document Hash:** 9a53a01b2a1da6878275e4257278a5fa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001755670-25-000003.hdr.sgml**: 20250710

**ACCESSION NUMBER**: 0001755670-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250710

**DATE AS OF CHANGE**: 20250710

**EFFECTIVENESS DATE**: 20250710

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Selective Wealth Management, Inc.
- **CENTRAL INDEX KEY:** 0001755670

**ORGANIZATION NAME:**
- **EIN:** 455609012
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18908
- **FILM NUMBER:** 251115650

**BUSINESS ADDRESS:**
- **STREET 1:** 1149 VISTA PARK DRIVE
- **STREET 2:** UNIT D
- **CITY:** FOREST
- **STATE:** VA
- **ZIP:** 24551
- **BUSINESS PHONE:** 4345151517

**MAIL ADDRESS:**
- **STREET 1:** 1149 VISTA PARK DRIVE
- **STREET 2:** UNIT D
- **CITY:** FOREST
- **STATE:** VA
- **ZIP:** 24551

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Selective Wealth Management
- **DATE OF NAME CHANGE:** 20181011

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Selective Wealth Management Inc.<br>**Address:** 1149 VISTA PARK DRIVE<br>UNIT D<br>FOREST, VA 24551

**Form 13F File Number:** 028-18908

**CRD Number (if applicable):** 000164882

**SEC File Number (if applicable):** 801-108568

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joshua Ryan Standeven<br>**Title:** Chief Compliance Officer<br>**Phone:** 14342606155

**Signature, Place, and Date of Signing:**

Josh Standeven  Forest, VA  07-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 103

**Form 13F Information Table Value Total:** $273884597

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 742033 | 2495 | SH |  | SOLE | 0 | 2419 | 0 | 76 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1324663 | 12758 | SH |  | SOLE | 0 | 11907 | 0 | 851 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 350902 | 1975 | SH |  | SOLE | 0 | 1273 | 0 | 702 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 653619 | 3701 | SH |  | SOLE | 0 | 3492 | 0 | 208 |
| AMAZON COM INC | COM | 023135106 |  | 1103928 | 4961 | SH |  | SOLE | 0 | 4671 | 0 | 290 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 415545 | 4382 | SH |  | SOLE | 0 | 3335 | 0 | 1047 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 519963 | 6432 | SH |  | SOLE | 0 | 5502 | 0 | 930 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 473133 | 13128 | SH |  | SOLE | 0 | 13128 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5397694 | 25565 | SH |  | SOLE | 0 | 20416 | 0 | 5149 |
| APPLIED MATLS INC | COM | 038222105 |  | 342559 | 1753 | SH |  | SOLE | 0 | 437 | 0 | 1316 |
| AT INC | COM | 00206R102 |  | 303645 | 10806 | SH |  | SOLE | 0 | 1283 | 0 | 9523 |
| BANK AMERICA CORP | COM | 060505104 |  | 608916 | 13000 | SH |  | SOLE | 0 | 2044 | 0 | 10956 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 977779 | 2042 | SH |  | SOLE | 0 | 1715 | 0 | 327 |
| BLACKSTONE INC | COM | 09260D107 |  | 287211 | 1810 | SH |  | SOLE | 0 | 1810 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 228838 | 4801 | SH |  | SOLE | 0 | 776 | 0 | 4025 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 630238 | 642 | SH |  | SOLE | 0 | 640 | 0 | 2 |
| DEERE  CO | COM | 244199105 |  | 238876 | 469 | SH |  | SOLE | 0 | 465 | 0 | 4 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 380630 | 7933 | SH |  | SOLE | 0 | 7141 | 0 | 792 |
| DOCUSIGN INC | COM | 256163106 |  | 3555064 | 44673 | SH |  | SOLE | 0 | 36853 | 0 | 7820 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 672118 | 21709 | SH |  | SOLE | 0 | 21709 | 0 | 0 |
| EVENTBRITE INC | NOTE 5.000%12/0 | 29975EAB5 |  | 14778 | 15000 | PRN |  | SOLE | 0 | 15000 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1268041 | 11143 | SH |  | SOLE | 0 | 2907 | 0 | 8236 |
| FARO TECHNOLOGIES INC | NOTE 5.500% 2/0 | 311642AB8 |  | 18309 | 15000 | PRN |  | SOLE | 0 | 15000 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 257566 | 3174 | SH |  | SOLE | 0 | 0 | 0 | 3174 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 205241 | 1020 | SH |  | SOLE | 0 | 134 | 0 | 886 |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 |  | 217163 | 2746 | SH |  | SOLE | 0 | 493 | 0 | 2253 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 33733B100 |  | 362144 | 3278 | SH |  | SOLE | 0 | 3278 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 127255 | 10757 | SH |  | SOLE | 0 | 6484 | 0 | 4273 |
| INTEL CORP | COM | 458140100 |  | 1447044 | 61734 | SH |  | SOLE | 0 | 53250 | 0 | 8484 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 364320 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1490710 | 5138 | SH |  | SOLE | 0 | 1905 | 0 | 3233 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 586751 | 11172 | SH |  | SOLE | 0 | 11172 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 46137V886 |  | 207840 | 1895 | SH |  | SOLE | 0 | 713 | 0 | 1181 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 |  | 306129 | 2798 | SH |  | SOLE | 0 | 2798 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2122425 | 3816 | SH |  | SOLE | 0 | 2878 | 0 | 938 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 352114 | 1202 | SH |  | SOLE | 0 | 1202 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 371270 | 5833 | SH |  | SOLE | 0 | 5208 | 0 | 625 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7175702 | 11444 | SH |  | SOLE | 0 | 7816 | 0 | 3628 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 259780 | 1324 | SH |  | SOLE | 0 | 624 | 0 | 700 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1554841 | 3626 | SH |  | SOLE | 0 | 3626 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 856733 | 9158 | SH |  | SOLE | 0 | 9158 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 777452 | 7579 | SH |  | SOLE | 0 | 7441 | 0 | 138 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 601370 | 4420 | SH |  | SOLE | 0 | 4250 | 0 | 170 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 560959 | 2298 | SH |  | SOLE | 0 | 1673 | 0 | 624 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 651081 | 7764 | SH |  | SOLE | 0 | 7764 | 0 | 0 |
| ISHARES TR | EXPONENTIAL TECH | 46434V381 |  | 283848 | 4279 | SH |  | SOLE | 0 | 4279 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 53211778 | 529734 | SH |  | SOLE | 0 | 421523 | 0 | 108211 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 8356801 | 146997 | SH |  | SOLE | 0 | 141285 | 0 | 5712 |
| JETBLUE AIRWAYS CORP | NOTE 0.500% 4/0 | 477143AP6 |  | 19005 | 20000 | PRN |  | SOLE | 0 | 20000 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 291041 | 1862 | SH |  | SOLE | 0 | 1091 | 0 | 772 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 642078 | 2268 | SH |  | SOLE | 0 | 1085 | 0 | 1183 |
| LOWES COS INC | COM | 548661107 |  | 1142901 | 5067 | SH |  | SOLE | 0 | 0 | 0 | 5067 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 263566 | 8650 | SH |  | SOLE | 0 | 1500 | 0 | 7150 |
| META PLATFORMS INC | CL A | 30303M102 |  | 11669669 | 15925 | SH |  | SOLE | 0 | 13369 | 0 | 2556 |
| MICROSOFT CORP | COM | 594918104 |  | 2313285 | 4594 | SH |  | SOLE | 0 | 4194 | 0 | 400 |
| MV OIL TR | TR UNITS | 553859109 |  | 138768 | 23721 | SH |  | SOLE | 0 | 23721 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 517889 | 402 | SH |  | SOLE | 0 | 401 | 0 | 1 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1838548 | 11288 | SH |  | SOLE | 0 | 10784 | 0 | 504 |
| OKTA INC | CL A | 679295105 |  | 3601822 | 36327 | SH |  | SOLE | 0 | 30691 | 0 | 5636 |
| ONEOK INC NEW | COM | 682680103 |  | 567146 | 6988 | SH |  | SOLE | 0 | 6988 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 972117 | 12991 | SH |  | SOLE | 0 | 11068 | 0 | 1923 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 278331 | 2347 | SH |  | SOLE | 0 | 2347 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 541386 | 2162 | SH |  | SOLE | 0 | 400 | 0 | 1762 |
| RITHM CAPITAL CORP | COM NEW | 64828T201 |  | 121665 | 10381 | SH |  | SOLE | 0 | 10381 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 6109562 | 22551 | SH |  | SOLE | 0 | 18722 | 0 | 3829 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1776462 | 73712 | SH |  | SOLE | 0 | 73712 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 277135 | 10610 | SH |  | SOLE | 0 | 7794 | 0 | 2816 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 346127 | 12077 | SH |  | SOLE | 0 | 10559 | 0 | 1518 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 460940 | 19000 | SH |  | SOLE | 0 | 19000 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 368428 | 9088 | SH |  | SOLE | 0 | 9088 | 0 | 0 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 |  | 348830 | 15435 | SH |  | SOLE | 0 | 8838 | 0 | 6597 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 479032 | 5440 | SH |  | SOLE | 0 | 3944 | 0 | 1496 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1428636 | 5541 | SH |  | SOLE | 0 | 5541 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 4594134 | 4532 | SH |  | SOLE | 0 | 3783 | 0 | 749 |
| SHAKE SHACK INC | NOTE 3/0 | 819047AB7 |  | 30873 | 29000 | PRN |  | SOLE | 0 | 29000 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 972445 | 2188 | SH |  | SOLE | 0 | 2188 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2232819 | 3578 | SH |  | SOLE | 0 | 2943 | 0 | 635 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 10230402 | 139360 | SH |  | SOLE | 0 | 116995 | 0 | 22365 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 508179 | 3666 | SH |  | SOLE | 0 | 2216 | 0 | 1450 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 796889 | 18340 | SH |  | SOLE | 0 | 16391 | 0 | 1949 |
| TESLA INC | COM | 88160R101 |  | 377543 | 1276 | SH |  | SOLE | 0 | 1199 | 0 | 77 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 332829 | 7370 | SH |  | SOLE | 0 | 6175 | 0 | 1195 |
| TWILIO INC | CL A | 90138F102 |  | 6956153 | 57257 | SH |  | SOLE | 0 | 51872 | 0 | 5385 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1910806 | 24413 | SH |  | SOLE | 0 | 17530 | 0 | 6883 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 70624352 | 123123 | SH |  | SOLE | 0 | 93020 | 0 | 30103 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 1267898 | 6412 | SH |  | SOLE | 0 | 3052 | 0 | 3360 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 466372 | 2616 | SH |  | SOLE | 0 | 2171 | 0 | 445 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 598140 | 2111 | SH |  | SOLE | 0 | 1957 | 0 | 154 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 506096 | 2516 | SH |  | SOLE | 0 | 1066 | 0 | 1449 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 249436 | 1024 | SH |  | SOLE | 0 | 950 | 0 | 74 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4916935 | 15990 | SH |  | SOLE | 0 | 14192 | 0 | 1798 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 685330 | 3314 | SH |  | SOLE | 0 | 3314 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1766207 | 25457 | SH |  | SOLE | 0 | 24572 | 0 | 885 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 357596 | 6240 | SH |  | SOLE | 0 | 4086 | 0 | 2154 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 931815 | 1377 | SH |  | SOLE | 0 | 1367 | 0 | 10 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1658991 | 14985 | SH |  | SOLE | 0 | 14417 | 0 | 568 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 5611814 | 19735 | SH |  | SOLE | 0 | 16559 | 0 | 3176 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 240406 | 5642 | SH |  | SOLE | 0 | 2761 | 0 | 2881 |
| VISA INC | COM CL A | 92826C839 |  | 2954450 | 8258 | SH |  | SOLE | 0 | 6710 | 0 | 1548 |
| WALMART INC | COM | 931142103 |  | 945310 | 9765 | SH |  | SOLE | 0 | 9333 | 0 | 432 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 232297 | 1029 | SH |  | SOLE | 0 | 570 | 0 | 459 |
| WISDOMTREE TR | CLOUD COMPUTNG | 97717Y691 |  | 10861375 | 295066 | SH |  | SOLE | 0 | 244577 | 0 | 50489 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 335537 | 5111 | SH |  | SOLE | 0 | 743 | 0 | 4368 |

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