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Portfolio (Quarterly) Guide ↗

Selby Wealth Management, LLC

· CIK 0002110725
13F Portfolio $254M AUM 81 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 Added 34 Reduced 3 Exited
Page 1 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 393,903.0 $18.5M 7.30% +6K +1.6% $47.08 -0.4%
2 J P MORGAN EXCHANGE TRADED F 361,238.0 $18.3M 7.20% -15K -3.9% $50.61
3 FBND FIDELITY MERRIMACK STR TR 379,651.0 $17.3M 6.82% -2K -0.5% $45.62 -0.3%
4 BINC BLACKROCK ETF TRUST II 244,639.0 $12.7M 5.00% $51.93 +0.7%
5 PYLD PIMCO ETF TR 402,622.0 $10.5M 4.16% +7K +1.8% $26.20 +1.0%
6 DYNF BLACKROCK ETF TRUST 160,311.0 $9.3M 3.67% +4K +2.9% $58.18 +15.7%
7 IJR ISHARES TR 73,224.0 $9.1M 3.58% -688.0 -0.9% $124.31 +12.4%
8 JGRO J P MORGAN EXCHANGE TRADED F 87,689.0 $7.4M 2.92% -750.0 -0.8% $84.52 +16.7%
9 NEAR ISHARES U S ETF TR 143,443.0 $7.3M 2.87% +86K +150.2% $50.83 -0.1%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,922.0 $7.1M 2.80% -540.0 -4.7% $650.36 +16.0%
11 SCHG SCHWAB STRATEGIC TR 223,439.0 $6.5M 2.56% -13K -5.6% $29.13 +20.1%
12 PG PROCTER & GAMBLE CO Consumer Defensive 42,977.0 $6.2M 2.44% $144.44 +1.0%
13 MOAT VANECK ETF TRUST 60,696.0 $5.9M 2.31% +6K +10.6% $96.70 +6.4%
14 VTI VANGUARD INDEX FDS 17,029.0 $5.5M 2.15% $320.82 +15.8%
15 BOND PIMCO ETF TR 58,526.0 $5.4M 2.13% +1K +2.5% $92.28 -0.2%
16 VYM VANGUARD WHITEHALL FDS 34,325.0 $5.1M 2.00% +14K +72.3% $148.10 +6.9%
17 SCHX SCHWAB STRATEGIC TR 179,447.0 $4.6M 1.81% -3K -1.7% $25.64 +15.8%
18 SCHM SCHWAB STRATEGIC TR 148,210.0 $4.6M 1.81% -4K -2.5% $30.96 +14.0%
19 VIG VANGUARD SPECIALIZED FUNDS 19,352.0 $4.2M 1.64% +7K +60.0% $215.06 +8.8%
20 AAPL APPLE INC Technology 15,522.0 $3.9M 1.55% $253.79 +23.1%
Page 1 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.4%
Consumer Defensive 31.0%
Technology 19.7%
Healthcare 2.1%
Communication Services 1.8%