Selby Wealth Management, LLC 13F Holdings · Q2 2026
Selby Wealth Management, LLC reported 83 securities worth $282.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JCPB (6.98%), FBND (6.39%), JPST (6.20%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $19.7M | 6.98% | 419,253 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $18.0M | 6.39% | 396,355 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $17.5M | 6.20% | 345,746 | Trimmed |
| 4 | BINC | BLACKROCK ETF TRUST II | $13.1M | 4.64% | 249,994 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $11.5M | 4.09% | 169,628 | Added |
| 6 | PYLD | PIMCO ETF TR | $11.2M | 3.96% | 420,915 | Added |
| 7 | IJR | ISHARES TR | $10.4M | 3.68% | 70,026 | Trimmed |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | $8.6M | 3.05% | 87,222 | Trimmed |
| 9 | NEAR | ISHARES U S ETF TR | $8.2M | 2.90% | 161,291 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.2M | 2.90% | 10,959 | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $7.8M | 2.78% | 231,597 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $6.7M | 2.37% | 42,232 | Added |
| 13 | MOAT | VANECK ETF TRUST | $6.3M | 2.24% | 60,820 | Added |
| 14 | PG | PROCTER & GAMBLE CO | $6.3M | 2.23% | 42,977 | Hold |
| 15 | VTI | VANGUARD INDEX FDS | $6.3M | 2.23% | 16,968 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 2.11% | 25,100 | Added |
| 17 | BOND | PIMCO ETF TR | $5.9M | 2.09% | 64,045 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $5.3M | 1.89% | 181,021 | Added |
| 19 | SCHM | SCHWAB STRATEGIC TR | $5.3M | 1.86% | 142,683 | Trimmed |
| 20 | AAPL | APPLE INC | $4.5M | 1.59% | 15,531 | Added |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $4.1M | 1.45% | 86,443 | Added |
| 22 | SCHB | SCHWAB STRATEGIC TR | $3.8M | 1.34% | 130,458 | Added |
| 23 | GSIE | GOLDMAN SACHS ETF TR | $3.7M | 1.31% | 80,913 | Added |
| 24 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.6M | 1.28% | 73,111 | Added |
| 25 | VO | VANGUARD INDEX FDS | $3.3M | 1.15% | 40,389 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR