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CIK: 0002110725
Total reported value
$282.1M
$282.1M
84 檔
27.8%
According to the latest 13F quarterly dataset, Selby Wealth Management, LLC managed an equity portfolio of $282.1M at the end of Q4 2025, spanning 84 distinct U.S. exchange-listed positions.
During Q4 2025, Selby Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 7.66% | -1.00% | — | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.40% | -0.32% | — | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.08% | -0.43% | — | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 5.21% | -0.36% | — | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.25% | -0.20% | — | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.82% | +0.42% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.58% | +0.09% | — | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.31% | +0.13% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.15% | +0.10% | — | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.11% | +0.22% | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.48% | -0.22% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.31% | +0.08% | — | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.29% | -0.07% | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.14% | -0.04% | — | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.98% | +0.08% | — | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.84% | +0.05% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.04% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.35% | +0.10% | — | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.34% | -0.01% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | -0.01% | — | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.22% | -0.03% | — | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 1.22% | +0.24% | — | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.18% | +0.03% | — | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | +0.04% | — | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.15% | +0.37% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | -0.09% | — | |
| 27 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.11% | -0.19% | — | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.11% | -0.02% | — | |
| 29 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.08% | — | — | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | +0.47% | — | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.01% | -0.06% | — | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.95% | -0.11% | — | |
| 33 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.94% | +0.02% | — | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.85% | -0.02% | — | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.84% | +0.24% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | — | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.81% | -0.10% | — | |
| 38 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.81% | +0.16% | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.80% | — | — | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.78% | -0.19% | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | +0.02% | — | |
| 42 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.70% | — | — | |
| 43 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.60% | -0.01% | — | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.58% | -0.19% | — | |
| 45 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.02% | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.02% | — | |
| 47 | QDF | Flexshares Quality Dividend | ETF-Other | 0.54% | +0.01% | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.47% | — | — | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | +0.07% | — | |
| 50 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.46% | +0.04% | — |
According to official SEC Form 13F filings, Selby Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.1M across 84 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, JCPB, FBND) accounted for 27.8% of total reported equity market value during Q4 2025.
During Q4 2025, Selby Wealth Management, LLC's top holdings by market value included JPST (7.7%)、JCPB (7.4%)、FBND (7.1%). The largest single position, JPST, represented 7.7% of total portfolio value.
In Q4 2025, Selby Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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