account_balance

Investment manager · 13F filer · SEC CIK 2110725

Selby Wealth Management, LLC

Reported value$284Mas of Sep 30, 2026
Positions86 5 new, 2 sold out
Top 10 weight44.4%JCPB alone is 7%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 7.2% Added +10%
JPST J P Morgan Exchange Traded F 6.1% Held
FBND Fidelity Merrimack STR Tr 6.1% Held
BINC BlackRock ETF Trust II 4.6% Added +3%
DYNF BlackRock ETF Trust 4.3% Added +5%
PYLD Pimco ETF Tr 4.0% Added +6%
IJR iShares Tr 3.2% Trimmed −4%
SCHG Schwab Strategic Tr 3.0% Added +2%
NEAR iShares U S ETF Tr 3.0% Added +5%
SPY SPDR S&P 500 ETF Trust 2.9% Held
JGRO J P Morgan Exchange Traded F 2.7% Trimmed −10%
VYM Vanguard Whitehall FDS 2.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • AJUL $719K
  • IALT $660K
  • IMCG $380K
  • MSFT $223K
arrow_upwardAdded
  • SMLF +132%
  • HELO +79%
  • SPYM +42%
  • CGDV +11%
arrow_downwardTrimmed
  • MTUM −25%
  • GBIL −18%
  • USMV −15%
  • JGRO −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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