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CIK: 0002110725
Total reported value
$282.1M
$282.1M
81 檔
27.4%
As reported in its official Q1 2026 Form 13F filing, Selby Wealth Management, LLC's tracked investment portfolio stood at $282.1M with 81 total positions.
In Q1 2026, Selby Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.30% | -0.32% | +1.61% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 7.20% | -1.00% | -3.86% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.82% | -0.43% | -0.52% | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 5.00% | -0.36% | -0.02% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.16% | -0.20% | +1.83% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.67% | +0.42% | +2.86% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.59% | +0.09% | -0.93% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.92% | +0.13% | -0.85% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.87% | +0.03% | +150.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | +0.10% | -4.71% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.56% | +0.22% | -5.61% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.45% | -0.22% | — | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.31% | -0.07% | +10.55% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.15% | +0.08% | -0.41% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.13% | -0.04% | +2.54% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.00% | +0.37% | +72.26% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.81% | +0.08% | -1.67% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.81% | +0.05% | -2.55% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.64% | +0.47% | +60.05% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.04% | -0.37% | |
| 21 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.32% | -0.01% | +0.36% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.24% | +0.10% | -1.96% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.21% | +0.24% | +12.61% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.20% | -0.09% | -2.37% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.16% | -0.01% | -2.04% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.12% | -0.03% | -4.54% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.09% | +0.04% | — | |
| 28 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.05% | -0.19% | -3.89% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 1.04% | +0.24% | +30.49% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.02% | -0.02% | -2.37% | |
| 31 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.01% | — | -2.64% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.00% | -0.06% | +0.73% | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.92% | +0.16% | +18.45% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.90% | -0.11% | -5.94% | |
| 35 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.87% | +0.02% | -0.81% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | — | +2.97% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.84% | -0.02% | +0.04% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.82% | — | +5.46% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.77% | +0.34% | +241.56% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.74% | -0.19% | -1.06% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.74% | -0.10% | -4.99% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.70% | +0.02% | — | |
| 43 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.67% | — | -1.64% | |
| 44 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.58% | -0.01% | -0.47% | |
| 45 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.02% | — | |
| 46 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.56% | -0.05% | +60.75% | |
| 47 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.55% | -0.19% | -2.93% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.02% | -1.95% | |
| 49 | QDF | Flexshares Quality Dividend | ETF-Other | 0.51% | +0.01% | — | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | +0.07% | +5.61% |
According to official SEC Form 13F filings, Selby Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.1M across 81 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 JCPB, JPST, FBND) accounted for 27.4% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
NOW
前期市值: $229.8K
During Q1 2026, Selby Wealth Management, LLC's top holdings by market value included JCPB (7.3%)、JPST (7.2%)、FBND (6.8%). The largest single position, JCPB, represented 7.3% of total portfolio value.
In Q1 2026, Selby Wealth Management, LLC made 67 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 39 holdings, and fully liquidating 3 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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