DOSSIER · 13F-HR · Q3 2026

Selby Wealth Management, LLC

$284M in tracked AUM across 86 positions as of Q3 2026.

SW
CIK 0002110725 · last filed Sep 30, 2026
Total AUM
$284M
as of Q3 2026
Holdings
86
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Selby Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$21M459K7.2%
02
JPST
J P MORGAN EXCHANGE TRADED F
$17M343K6.1%
03
FBND
FIDELITY MERRIMACK STR TR
$17M398K6.1%
04
BINC
BLACKROCK ETF TRUST II
$13M257K4.6%
05
DYNF
BLACKROCK ETF TRUST
$12M177K4.3%
06
PYLD
PIMCO ETF TR
$11M448K4.0%
07
IJR
ISHARES TR
$9M67K3.2%
08
SCHG
SCHWAB STRATEGIC TR
$9M237K3.0%
09
NEAR
ISHARES U S ETF TR
$8M170K3.0%
10
SPY
STATE STR SPDR S&P 500 ETF T
$8M11K2.9%

Filing history

2026Q3Sep 30
$284M▲ 0.8%
86 positionsView →
2026Q2Jun 30
$282M▲ 11.1%
83 positionsView →
2026Q1Mar 31
$254M▲ 2.4%
81 positionsView →
2025Q4Dec 31
$248M—
84 positionsView →