DOSSIER · 13F-HR · Q2 2026

Selby Wealth Management, LLC

$282M in tracked AUM across 83 positions as of Q2 2026.

SW
CIK 0002110725 · last filed Jun 30, 2026
Total AUM
$282M
as of Q2 2026
Holdings
83
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Selby Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$20M419K7.0%
02
FBND
FIDELITY MERRIMACK STR TR
$18M396K6.4%
03
JPST
J P MORGAN EXCHANGE TRADED F
$17M346K6.2%
04
BINC
BLACKROCK ETF TRUST II
$13M250K4.6%
05
DYNF
BLACKROCK ETF TRUST
$12M170K4.1%
06
PYLD
PIMCO ETF TR
$11M421K4.0%
07
IJR
ISHARES TR
$10M70K3.7%
08
JGRO
J P MORGAN EXCHANGE TRADED F
$9M87K3.0%
09
SPY
STATE STR SPDR S&P 500 ETF T
$8M11K2.9%
10
NEAR
ISHARES U S ETF TR
$8M161K2.9%

Filing history

2026Q2Jun 30
$282M 11.1%
83 positionsView →
2026Q1Mar 31
$254M 2.4%
81 positionsView →
2025Q4Dec 31
$248M
84 positionsView →