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Selby Wealth Management

Latest statistics and disclosures from Selby Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110725

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Positions held by Selby Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Selby Wealth Management

Selby Wealth Management holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	7.3	$19M	394k	47.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	7.2	$18M	361k	50.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.8	$17M	380k	45.62	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	5.0	$13M	245k	51.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.2	$11M	403k	26.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.7	$9.3M	160k	58.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$9.1M	73k	124.31	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.9	$7.4M	88k	84.52	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	2.9	$7.3M	143k	50.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$7.1M	11k	650.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$6.5M	223k	29.13	View chart
Procter & Gamble Company (PG)	2.4	$6.2M	43k	144.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.3	$5.9M	61k	96.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$5.5M	17k	320.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.1	$5.4M	59k	92.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$5.1M	34k	148.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$4.6M	179k	25.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.8	$4.6M	148k	30.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$4.2M	19k	215.06	View chart
Apple (AAPL)	1.6	$3.9M	16k	253.79	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.3	$3.4M	78k	43.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.1M	125k	25.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$3.1M	77k	40.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$3.0M	99k	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.9M	10k	287.18	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.1	$2.8M	21k	138.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$2.8M	7.8k	356.57	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.0	$2.7M	22k	119.51	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$2.6M	62k	42.54	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$2.6M	40k	63.91	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.0	$2.6M	43k	60.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$2.5M	50k	50.98	View chart
Capital Group New Geography SHS (CGNG)	0.9	$2.3M	74k	31.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$2.3M	31k	73.14	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.9	$2.2M	63k	35.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.2M	32k	67.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$2.1M	31k	70.18	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.8	$2.1M	32k	64.35	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$1.9M	21k	94.24	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.7	$1.9M	47k	39.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$1.9M	20k	92.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.8M	9.2k	191.82	View chart
Ishares Msci Equal Weite (EUSA)	0.7	$1.7M	17k	101.77	View chart
Spdr Series Trust State Street Spd (QUS)	0.6	$1.5M	8.5k	171.65	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$1.5M	37k	39.80	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$1.4M	31k	46.07	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$1.4M	14k	100.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.4M	5.3k	261.90	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.5	$1.3M	17k	79.09	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.5	$1.2M	26k	46.91	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.5	$1.2M	26k	44.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.1M	8.2k	138.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M	1.7k	653.32	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$1.1M	25k	42.72	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$987k	13k	76.54	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$917k	18k	52.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$855k	2.0k	436.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$747k	7.7k	97.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$720k	1.2k	577.21	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$713k	7.1k	100.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$713k	3.0k	240.02	View chart
Ishares Tr Core Msci Pac (IPAC)	0.3	$710k	9.3k	76.51	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.3	$651k	25k	26.46	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$631k	6.4k	97.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$593k	20k	29.08	View chart
Wells Fargo & Company (WFC)	0.2	$550k	6.9k	79.61	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$463k	4.8k	95.95	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$430k	697.00	616.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$426k	7.5k	56.68	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.2	$418k	8.3k	50.43	View chart
Johnson & Johnson (JNJ)	0.2	$417k	1.7k	244.44	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$389k	8.1k	47.99	View chart
At&t (T)	0.1	$353k	12k	28.99	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$303k	6.2k	48.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$300k	3.0k	99.28	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$277k	598.00	462.90	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$267k	1.8k	145.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$245k	6.3k	38.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$239k	3.5k	68.28	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$226k	7.7k	29.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$213k	2.1k	103.43	View chart

Past Filings by Selby Wealth Management

SEC 13F filings are viewable for Selby Wealth Management going back to 2026

Selby Wealth Management 2026 Q1 filed April 9, 2026

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