Selby Wealth Management

Selby Wealth Management as of March 31, 2026

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