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Selby Wealth Management, LLC Portfolio
$284.3M across 86 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| JCPBJPMorgan Core Plus Bond ETF | $20.6M | 7.2% | 459,185 |
| JPSTJPMorgan Ultra-Short Income ETF | $17.3M | 6.1% | 343,414 |
| FBNDFidelity Total Bond ETF | $17.2M | 6.1% | 398,111 |
| BINCiShares Flexible Income Active ETF | $13M | 4.6% | 256,741 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $12.3M | 4.3% | 177,337 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $11.4M | 4.0% | 448,063 |
| IJRiShares Core S&P Small-Cap ETF | $9.1M | 3.2% | 67,085 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $8.5M | 3.0% | 236,767 |
| NEARiShares Short Duration Bond Active ETF | $8.5M | 3.0% | 169,610 |
| SPYState Street SPDR S&P 500 ETF Trust | $8.4M | 2.9% | 10,980 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $7.6M | 2.7% | 78,399 |
| VYMVanguard High Dividend Yield ETF | $6.7M | 2.4% | 43,319 |
| MOATVanEck Morningstar Wide Moat ETF | $6.3M | 2.2% | 59,575 |
| PGProcter & Gamble Co | $6.2M | 2.2% | 42,977 |
| VTIVanguard Total Stock Market ETF | $6.2M | 2.2% | 16,589 |
| VIGVanguard Div Appreciation ETF | $6.2M | 2.2% | 26,506 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $5.8M | 2.0% | 66,883 |
| SCHXSchwab U.S. Large-Cap ETF | $5.3M | 1.9% | 177,257 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $5.2M | 1.8% | 74,595 |
| AAPLApple Inc | $4.9M | 1.7% | 14,586 |
| SCHWAB STRATEGIC TR | $4.6M | 1.6% | 133,765 |
| CGGRCapital Group Growth ETF | $4.4M | 1.5% | 92,733 |
| CGDVCapital Group Dividend Value ETF | $3.9M | 1.4% | 80,802 |
| SCHBSchwab U.S. Broad Market ETF | $3.8M | 1.3% | 130,852 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $3.8M | 1.3% | 82,122 |
| VYMIVanguard International High Dividend Yield ETF | $3.4M | 1.2% | 33,949 |
| IWBiShares Russell 1000 ETF | $3.2M | 1.1% | 7,658 |
| ACWIiShares MSCI ACWI ETF | $3.1M | 1.1% | 19,370 |
| VOVanguard Mid-Cap ETF | $3.1M | 1.1% | 39,039 |
| CAPITAL GROUP NEW GEOGRAPHY | $3M | 1.1% | 83,476 |
| SCHDSchwab US Dividend Equity ETF | $3M | 1.1% | 92,957 |
| INVESCO EXCH TRD SLF IDX FD | $2.8M | 1.0% | 40,679 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2.7M | 1.0% | 30,530 |
| INNOVATOR ETFS TRUST | $2.6M | 0.9% | 67,352 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $2.6M | 0.9% | 51,706 |
| ACWViShares MSCI Global Min Vol Factor ETF | $2.4M | 0.8% | 19,630 |
| AORiShares Core 60/40 Balanced Allocation ETF | $2.3M | 0.8% | 33,465 |
| DGROiShares Core Dividend Growth ETF | $2.3M | 0.8% | 30,083 |
| IJHiShares Core S&P Mid-Cap ETF | $2.1M | 0.8% | 29,837 |
| SPLVInvesco S&P 500 Low Volatility ETF | $2M | 0.7% | 29,022 |
| QUALiShares MSCI USA Quality Factor ETF | $2M | 0.7% | 9,177 |
| ISHARES INC | $1.8M | 0.6% | 15,971 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1.6M | 0.6% | 31,665 |
| INNOVATOR ETFS TRUST | $1.6M | 0.6% | 36,535 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.6M | 0.5% | 15,988 |
| SPDR SERIES TRUST | $1.5M | 0.5% | 7,992 |
| VBVanguard Small-Cap ETF | $1.5M | 0.5% | 5,279 |
| FLEXSHARES TR | $1.5M | 0.5% | 16,381 |
| JPIEJPMorgan Income ETF | $1.4M | 0.5% | 30,398 |
| T ROWE PRICE EXCHANGE-TRADED | $1.3M | 0.5% | 27,916 |
| IVViShares Core S&P 500 ETF | $1.3M | 0.5% | 1,682 |
| VTVanguard Total World Stock Index ETF | $1.3M | 0.4% | 8,068 |
| INNOVATOR ETFS TRUST | $1.1M | 0.4% | 24,651 |
| VUGVanguard Growth ETF | $1.1M | 0.4% | 11,795 |
| QQQInvesco QQQ Trust, Series 1 | $1M | 0.4% | 1,368 |
| DONWisdomTree U.S. MidCap Dividend Fund | $843.3K | 0.3% | 15,630 |
| GBILGOLDMAN SACHS ETF TR | $823.5K | 0.3% | 8,226 |
| EFAiShares MSCI EAFE ETF | $817.6K | 0.3% | 7,870 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $793K | 0.3% | 6,443 |
| IPACiShares Core MSCI Pacific ETF | $771.1K | 0.3% | 9,061 |
| INNOVATOR ETFS TRUST | $719.1K | 0.3% | 23,800 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $709.8K | 0.2% | 7,059 |
| ISHARES TR | $706.7K | 0.2% | 8,458 |
| MTUMiShares MSCI USA Momentum Factor ETF | $699.3K | 0.2% | 2,204 |
| INNOVATOR ETFS TRUST | $675.9K | 0.2% | 22,700 |
| BLACKROCK ETF TRUST | $660.2K | 0.2% | 22,111 |
| SCHASchwab U.S. Small-Cap ETF | $565.9K | 0.2% | 17,343 |
| WFCWells Fargo & Co | $552.7K | 0.2% | 6,904 |
| INNOVATOR ETFS TRUST | $437.8K | 0.2% | 9,035 |
| MDYSPDR MidCap Trust Series I | $437.1K | 0.2% | 666 |
| JNJJohnson & Johnson | $424.9K | 0.1% | 1,605 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $379.8K | 0.1% | 4,045 |
| JEPIJPMorgan Equity Premium Income ETF | $347.7K | 0.1% | 6,185 |
| INNOVATOR ETFS TRUST | $342.8K | 0.1% | 6,200 |
| TOTLState Street DoubleLine Total Return Tactical ETF | $316.1K | 0.1% | 8,448 |
| TAT&T Inc | $305.7K | 0.1% | 12,527 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $293.7K | 0.1% | 578 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $280.1K | 0.1% | 6,301 |
| SPDR SERIES TRUST | $272.7K | 0.1% | 2,608 |
| BLACKROCK ETF TRUST II | $263.3K | 0.1% | 5,286 |
| SDYState Street SPDR S&P Dividend ETF | $238K | 0.1% | 1,625 |
| INNOVATOR ETFS TRUST | $235.5K | 0.1% | 7,680 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $224.5K | 0.1% | 2,868 |
| MSFTMicrosoft Corp | $222.9K | 0.1% | 435 |
| STIPiShares 0-5 Year TIPS Bond ETF | $205.3K | 0.1% | 2,059 |
| NOWServiceNow Inc | $201K | 0.1% | 1,500 |
Quarter ending 2026-09-30.
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