Selby Wealth Management

Selby Wealth Management as of June 30, 2026

Portfolio Holdings for Selby Wealth Management

Selby Wealth Management holds 83 positions in its portfolio as reported in the June 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) 7.0 $20M 419k 46.94
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $18M 396k 45.49
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.2 $18M 346k 50.57
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 4.6 $13M 250k 52.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.1 $12M 170k 68.01
Pimco Etf Tr Multisector Bd (PYLD) 4.0 $11M 421k 26.52
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $10M 70k 148.31
J P Morgan Exchange Traded F Active Growth (JGRO) 3.0 $8.6M 87k 98.59
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $8.2M 11k 746.78
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 2.9 $8.2M 161k 50.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $7.8M 232k 33.84
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $6.7M 42k 158.03
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.2 $6.3M 61k 103.96
Procter & Gamble Company (PG) 2.2 $6.3M 43k 146.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $6.3M 17k 370.05
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $5.9M 25k 236.62
Pimco Etf Tr Active Bd Etf (BOND) 2.1 $5.9M 64k 92.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $5.3M 181k 29.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $5.3M 143k 36.87
Apple (AAPL) 1.6 $4.5M 16k 289.37
Capital Group Growth Etf Shs Creat Unit (CGGR) 1.4 $4.1M 86k 47.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $3.8M 131k 28.96
Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.3 $3.7M 81k 45.70
Capital Group Dividend Value Shs Creat Unit (CGDV) 1.3 $3.6M 73k 49.28
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.3M 40k 80.57
Ishares Tr Rus 1000 Etf (IWB) 1.1 $3.2M 7.8k 409.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.1M 99k 31.71
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.1 $3.1M 32k 98.20
Ishares Tr Msci Acwi Etf (ACWI) 1.1 $3.1M 20k 156.97
Capital Group New Geography SHS (CGNG) 1.1 $3.1M 81k 37.46
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.0 $2.8M 42k 68.54
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 1.0 $2.8M 42k 67.58
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $2.6M 52k 51.00
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.9 $2.5M 65k 38.58
Ishares Msci Gbl Min Vol (ACWV) 0.9 $2.4M 20k 120.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.4M 31k 77.11
Ishares Tr Core Div Grwth (DGRO) 0.8 $2.3M 31k 75.79
Ishares Tr Core 60 Bala Etf (AOR) 0.8 $2.3M 33k 69.50
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $2.2M 30k 74.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $2.0M 9.2k 219.44
Spdr Series Trust St Str P500etf (SPYM) 0.7 $1.9M 22k 87.88
Ishares Msci Equal Weite (EUSA) 0.7 $1.9M 17k 114.19
Ishares Tr Msci Usa Min Etf (USMV) 0.6 $1.8M 19k 96.46
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.6M 5.3k 303.14
Spdr Series Trust St Str Msci Usaq (QUS) 0.6 $1.6M 8.5k 186.87
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.6 $1.6M 30k 51.78
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.5 $1.5M 39k 39.47
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.5 $1.5M 37k 42.20
Flexshares Tr Qualt Divd Idx (QDF) 0.5 $1.5M 16k 89.92
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $1.4M 31k 46.05
T Rowe Price Exchange-traded Price Div Grwt (TDVG) 0.5 $1.4M 28k 49.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.3M 8.1k 156.94
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 1.7k 748.91
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.4 $1.1M 25k 45.64
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $1.0M 2.9k 342.78
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.0M 12k 86.14
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $1.0M 10k 100.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $929k 1.3k 736.44
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $902k 16k 56.52
Ishares Tr Msci Eafe Etf (EFA) 0.3 $799k 7.7k 103.88
Spdr Series Trust ST STR P500GRW (SPYG) 0.3 $767k 6.4k 118.99
Ishares Tr Core Msci Pac (IPAC) 0.3 $744k 9.1k 81.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $721k 20k 36.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $709k 7.0k 100.80
Innovator Etfs Trust Equity Defined (AAPR) 0.2 $670k 23k 29.49
Wells Fargo & Company (WFC) 0.2 $571k 6.9k 82.64
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.2 $556k 11k 50.53
Spdr Series Trust ST STR SP400GRW (MDYG) 0.2 $530k 4.7k 112.09
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $474k 674.00 703.57
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $428k 9.0k 47.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $428k 7.6k 56.48
Johnson & Johnson (JNJ) 0.1 $408k 1.6k 253.97
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $332k 6.2k 53.61
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $326k 3.7k 89.14
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $302k 578.00 522.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $280k 6.3k 44.36
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $256k 2.6k 98.99
At&t (T) 0.1 $252k 12k 20.70
Spdr Series Trust St Str Sp Div (SDY) 0.1 $247k 1.6k 152.19
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $233k 2.9k 81.06
Innovator Etfs Trust Equity Def Protn (TJUL) 0.1 $232k 7.7k 30.23
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $210k 2.1k 102.16
Alphabet Cap Stk Cl A (GOOGL) 0.1 $209k 584.00 357.37