0001755670-23-000003.txt : 20230711 0001755670-23-000003.hdr.sgml : 20230711 20230711153346 ACCESSION NUMBER: 0001755670-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230711 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: 231082112 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 true 0001755670 XXXXXXXX 06-30-2023 06-30-2023 Selective Wealth Management, Inc.

1149 VISTA PARK DRIVE UNIT D FOREST VA 24551

13F HOLDINGS REPORT 028-18908 000164882 801-108568 N Josh Standeven 14342606155 Josh Standeven Lynchburg VA 07-11-2023 0 118 200449012 false INFORMATION TABLE 2 SWMQ22023.xml AGNC INVT CORP COM 00123Q104 141325 14175 SH SOLE 0 14175 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7796492 86092 SH SOLE 0 63201 0 22891 ALPHABET INC CAP STK CL C 02079K107 252322 2159 SH SOLE 0 1421 0 738 ALPHABET INC CAP STK CL A 02079K305 468944 4027 SH SOLE 0 3647 0 380 ALPS ETF TR RIVRFRNT STR INC 00162Q783 595732 26348 SH SOLE 0 26348 0 0 ALPS ETF TR RIVERFRONT DYM 00162Q536 504503 22878 SH SOLE 0 22878 0 0 AMAZON COM INC COM 023135106 750576 5904 SH SOLE 0 5384 0 520 AMCOR PLC ORD G0250X107 223330 23000 SH SOLE 0 0 0 23000 APPLE INC COM 037833100 4804550 25473 SH SOLE 0 18599 0 6874 APPLIED MATLS INC COM 038222105 249807 1777 SH SOLE 0 0 0 1777 AT&T INC COM 00206R102 262413 17185 SH SOLE 0 4972 0 12213 BANK AMERICA CORP COM 060505104 510806 17823 SH SOLE 0 1690 0 16133 BERKSHIRE HATHAWAY INC DEL 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