SELECTIVE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GTLB | 96K | $2.09M |
 | DOCU | 69K | $3.25M |
 | TWLO | 52K | $7.28M |
 | INTC | 38K | $3.56M |
 | OKTA | 30K | $2.28M |
 | AAPL | 28K | $7.48M |
 | EPRT | 22K | $676.46K |
 | NOW | 20K | $1.80M |
 | CRM | 20K | $3.56M |
 | VEEV | 17K | $2.74M |
 | PAR | 15K | $206.38K |
 | META | 15K | $9.71M |
 | NVDA | 13K | $2.75M |
 | AHR | 13K | $659.16K |
 | PYPL | 10K | $531.10K |
 | BAC | 9K | $472.78K |
 | V | 8K | $2.58M |
 | XOM | 7K | $1.14M |
 | TFC | 7K | $367.72K |
 | WMT | 6K | $768.36K |
GitLab Inc.
GTLB
Shares Held
96K
Value
$2.09M
DocuSign, Inc.
DOCU
Shares Held
69K
Value
$3.25M
Twilio Inc.
TWLO
Shares Held
52K
Value
$7.28M
Intel Corp.
INTC
Shares Held
38K
Value
$3.56M
Okta, Inc.
OKTA
Shares Held
30K
Value
$2.28M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.48M
Essential Properties Realty Trust, Inc.
EPRT
Shares Held
22K
Value
$676.46K
ServiceNow, Inc.
NOW
Shares Held
20K
Value
$1.80M
Salesforce, Inc.
CRM
Shares Held
20K
Value
$3.56M
Veeva Systems Inc.
VEEV
Shares Held
17K
Value
$2.74M
PAR Technology Corporation
PAR
Shares Held
15K
Value
$206.38K
Meta Platforms, Inc.
META
Shares Held
15K
Value
$9.71M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.75M
American Healthcare REIT, Inc.
AHR
Shares Held
13K
Value
$659.16K
PayPal Holdings, Inc.
PYPL
Shares Held
10K
Value
$531.10K
Bank of America Corporation
BAC
Shares Held
9K
Value
$472.78K
Visa Inc.
V
Shares Held
8K
Value
$2.58M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.14M
Truist Financial Corporation
TFC
Shares Held
7K
Value
$367.72K
Walmart Inc.
WMT
Shares Held
6K
Value
$768.36K