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Selby Wealth Management, LLC

Updated 3 days ago

Managed by Selby Wealth Management, Llc • Latest filing Q3 2026

Portfolio value
$284.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$248M
Q1 2026$253.9M
Q2 2026$282.1M
Q3 2026$284.3M

Top holdings

86 positions as of Q3 2026

View filing
J

J P MORGAN EXCHANGE TRADED F

Value
$20.6M
Shares
459.2K
% Port
7.23%
J

J P MORGAN EXCHANGE TRADED F

Value
$17.3M
Shares
343.4K
% Port
6.08%
F

FIDELITY MERRIMACK STR TR

Value
$17.2M
Shares
398.1K
% Port
6.06%
E

BLACKROCK ETF TRUST II

Value
$13M
Shares
256.7K
% Port
4.59%
E

BLACKROCK ETF TRUST

Value
$12.3M
Shares
177.3K
% Port
4.32%
P

PIMCO ETF TR

Value
$11.4M
Shares
448.1K
% Port
4.00%
E

ISHARES TR

Value
$9.1M
Shares
67.1K
% Port
3.21%
S

SCHWAB STRATEGIC TR

Value
$8.5M
Shares
236.8K
% Port
2.99%
E

ISHARES U S ETF TR

Value
$8.5M
Shares
169.6K
% Port
2.97%
S

STATE STR SPDR S&P 500 ETF T

Value
$8.4M
Shares
11.0K
% Port
2.95%
J

J P MORGAN EXCHANGE TRADED F

Value
$7.6M
Shares
78.4K
% Port
2.66%
V

VANGUARD WHITEHALL FDS

Value
$6.7M
Shares
43.3K
% Port
2.36%
H

VANECK ETF TRUST

Value
$6.3M
Shares
59.6K
% Port
2.22%
P

PROCTER & GAMBLE CO

Value
$6.2M
Shares
43.0K
% Port
2.20%
V

VANGUARD INDEX FDS

Value
$6.2M
Shares
16.6K
% Port
2.18%
B

VANGUARD SPECIALIZED FUNDS

Value
$6.2M
Shares
26.5K
% Port
2.18%
P

PIMCO ETF TR

Value
$5.8M
Shares
66.9K
% Port
2.05%
S

SCHWAB STRATEGIC TR

Value
$5.3M
Shares
177.3K
% Port
1.87%
?
19.N/A

J P MORGAN EXCHANGE TRADED F

Value
$5.2M
Shares
74.6K
% Port
1.81%
A

APPLE INC

Value
$4.9M
Shares
14.6K
% Port
1.71%

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