DOSSIER · 13F-HR · Q1 2026
Selective Wealth Management, Inc.
Selective Wealth's hedge fund based in Boston, MA — $338M in tracked AUM across 120 positions as of Q1 2026.
SW
Selective Wealth·Boston, MA·Hedge Fund
CIK 0001755670 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Selective Wealth Management, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 253.8% from approximately $90.53M in the previous quarter to $320.32M as of the report date. This dramatic increase suggests either a significant influx of new client capital during the quarter or a major consolidation of reporting entities. The portfolio currently consists of 108 holdings, indicating a moderate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…