Selective Wealth Management

RIA/Wealth

Selective Wealth Management is a RIA/Wealth based in Forest, VA led by Christopher James Devlin, reporting $441.7M in AUM as of Q3 2025 with 76% ETF concentration, 70% concentrated in top 10 holdings, and 24% allocation to VOO.

CEOChristopher James Devlin

Portfolio Value: $310.6M
Positions: 103
Top Holding: VOO at 24.12%
Last Reported: Q3 2025

Address1149 Vista Park Drive, Unit D, Forest, VA, 24551, United States

Top Holdings

Largest long holdings in Selective Wealth Management's portfolio (70.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$74.9M	24.12%	-$829.9K Sold	— 121.8K shares	Q2 2023 Held for 2y 5m
2 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$74.1M	23.86%	+$20.9M Bought	— 737.9K shares	Q2 2023 Held for 2y 5m
3 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$14.6M	4.71%	+$3.7M Bought	— 185.9K shares	Q4 2023 Held for 1y 11m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$11.1M	3.58%	-$243.9K Sold	0.00% 15.6K shares	Q2 2023 Held for 2y 5m
5 WisdomTree Cloud Computing Fund WCLD	ETF ETF	$9.7M	3.13%	-$547.4K Sold	— 279.3K shares	Q2 2023 Held for 2y 5m
6 JPMorgan Equity Premium Income JEPI	ETF ETF	$8.2M	2.65%	-$117.0K Sold	— 144.9K shares	Q2 2023 Held for 2y 5m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$7.4M	2.38%	-$316.7K Sold	— 11.0K shares	Q2 2023 Held for 2y 5m
8 Apple AAPL	Consumer Electronics Technology	$6.7M	2.15%	+$135.2K Bought	0.00% 26.1K shares	Q2 2023 Held for 2y 5m
9 Vanguard Total Stock Market VTI	ETF ETF	$6.1M	1.98%	+$875.1K Bought	— 18.6K shares	Q2 2023 Held for 2y 5m
10 Veeva Systems VEEV	Medical - Healthcare Information Services Healthcare	$6.0M	1.93%	-$43.2K Sold	0.01% 19.6K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Selective Wealth Management's latest filing

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Market Value

$310.6M

Prior: $273.8M

Q/Q Change

+13.44%

+$36.8M

Net Flows % of MV

+8.42%

Turnover Ratio

6.51%

New Purchases

3 stocks

$1.2M

Added To

37 stocks

+$31.5M

Sold Out Of

4 stocks

$2.0M

Reduced Holdings

36 stocks

-$4.5M

Increased Positions

Position	Shares Δ	Change
1 Dimensional U.S. Core Equity 2 DFAC	New	0 → 19.0K +$734.2K
2 Motley Fool 100 Index TMFC	New	0 → 3.4K +$239.4K
3 DGCB Dimensional Global Credit DGCB	New	0 → 3.7K +$204.1K
4 DFSD Dimensional Short-Duration Fixed Income DFSD	+585.94%	7.9K → 54.4K +$2.2M
5 Vanguard Value VTV	+139.64%	2.6K → 6.3K +$683.7K

Decreased Positions

Position	Shares Δ	Change
1 Lowe's Companies LOW	Sold	5.1K → 0 −$1.1M
2 SCHO Schwab Short-Term U.S. Treasury SCHO	Sold	19.0K → 0 −$460.9K
3 Verizon Communications VZ	Sold	5.6K → 0 −$240.4K
4 Ford Motor Company F	Sold	10.8K → 0 −$127.3K
5 Tesla, Inc. TSLA	-62.3%	1.3K → 481.0 −$344.3K