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CIK: 0002110725
Total reported value
$284.3M
$284.3M
83 檔
28.1%
In Q2 2026, Selby Wealth Management, LLC's U.S. equity holdings reached a combined market value of $284.3M, distributed across 83 disclosed stock positions.
Selby Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 2 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.98% | +0.25% | +6.44% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.39% | -0.33% | +4.40% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.20% | -0.12% | -4.29% | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.64% | -0.05% | +2.19% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.09% | +0.23% | +5.81% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.96% | +0.04% | +4.54% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.68% | -0.47% | -4.37% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.05% | -0.39% | -0.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.90% | +0.05% | +0.34% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.90% | +0.07% | +12.44% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.78% | +0.21% | +3.65% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.37% | -0.01% | +23.04% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.24% | -0.02% | +0.20% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.23% | -0.03% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.23% | -0.05% | -0.36% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.11% | +0.07% | +29.70% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.09% | -0.04% | +9.43% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.89% | -0.02% | +0.88% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.86% | -0.26% | -3.73% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.12% | +0.06% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 1.45% | +0.10% | +12.81% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.34% | +0.01% | +4.06% | |
| 23 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.31% | +0.01% | +3.85% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 1.28% | +0.11% | +17.97% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | -0.07% | +293.89% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.13% | -0.01% | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.05% | +0.03% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.11% | +0.10% | +54.47% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.09% | -0.01% | -4.78% | |
| 30 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.08% | -0.01% | +9.76% | |
| 31 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.01% | -0.01% | -2.63% | |
| 32 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.00% | +0.81% | +3.60% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.94% | -0.02% | +4.48% | |
| 34 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.89% | +0.03% | +4.46% | |
| 35 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.86% | -0.01% | -8.99% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | -0.09% | -2.23% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.82% | -0.02% | -0.15% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.82% | -0.01% | +2.59% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.79% | -0.07% | -4.29% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | — | -0.38% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.29% | +66.56% | |
| 42 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.67% | -0.04% | -0.78% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.09% | -7.19% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.04% | -0.38% | |
| 45 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.57% | -0.04% | — | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.55% | +0.03% | +15.98% | |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.55% | -0.44% | -17.29% | |
| 48 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.55% | — | -0.27% | |
| 49 | QDF | Flexshares Quality Dividend | ETF-Other | 0.52% | — | -0.73% | |
| 50 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.51% | -0.03% | +0.79% |
According to official SEC Form 13F filings, Selby Wealth Management, LLC reported a total U.S. public equity portfolio value of $284.3M across 83 disclosed positions in Q2 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, FBND, JPST) accounted for 28.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
AAPR
市值: $669.5K
Top Position Liquidated / Trimmed
AOCT
前期市值: $650.8K
During Q2 2026, Selby Wealth Management, LLC's top holdings by market value included JCPB (7.0%)、FBND (6.4%)、JPST (6.2%). The largest single position, JCPB, represented 7.0% of total portfolio value.
In Q2 2026, Selby Wealth Management, LLC made 75 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 33 holdings, and fully liquidating 2 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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