0001755670-23-000001.txt : 20230123 0001755670-23-000001.hdr.sgml : 20230123 20230123155320 ACCESSION NUMBER: 0001755670-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Selective Wealth Management, Inc. CENTRAL INDEX KEY: 0001755670 IRS NUMBER: 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: 23544478 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001755670 XXXXXXXX 12-31-2022 12-31-2022 Selective Wealth Management, Inc.

1149 VISTA PARK DRIVE UNIT D FOREST VA 24551

13F HOLDINGS REPORT 028-18908 000164882 801-108568 N Joshua R Standeven 4342606155 Joshua R Standeven Forest VA 01-23-2023 0 126 189398573 false INFORMATION TABLE 2 SWM2022Q4.xml AGNC INVT CORP COM 00123Q104 188585 16356 SH SOLE 0 16157 0 199 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12011530 100213 SH SOLE 0 70417 0 29796 ALPHABET INC CAP STK CL C 02079K107 3535659 35613 SH SOLE 0 27360 0 8253 ALPHABET INC CAP STK CL A 02079K305 460008 4693 SH SOLE 0 4313 0 380 AMAZON COM INC COM 023135106 523886 5387 SH SOLE 0 5387 0 0 AMCOR PLC ORD G0250X107 421740 35500 SH SOLE 0 0 0 35500 APPLE INC COM 037833100 3838500 27841 SH SOLE 0 20899 0 6942 APPLIED MATLS INC COM 038222105 209032 1906 SH SOLE 0 0 0 1906 AT&T INC COM 00206R102 400809 20843 SH SOLE 0 6302 0 14541 BANK AMERICA CORP COM 060505104 801365 23674 SH SOLE 0 1451 0 22223 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 254093 820 SH SOLE 0 820 0 0 BLACKSTONE INC COM 09260D107 317661 3737 SH SOLE 0 3737 0 0 BRIGHTSPIRE CAPITAL INC 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