§ 13F · FUND PROFILE
Selby Wealth Management, LLC.
AUM · $282M (13F)Positions · 83Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 419K | $20M | 7.0% | +6% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 396K | $18M | 6.4% | +4% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 346K | $17M | 6.2% | −4% |
| 4 | BINC | BLACKROCK ETF TRUST II | 250K | $13M | 4.6% | +2% |
| 5 | DYNF | BLACKROCK ETF TRUST | 170K | $12M | 4.1% | +6% |
| 6 | PYLD | PIMCO ETF TR | 421K | $11M | 4.0% | +5% |
| 7 | IJR | ISHARES TR | 70K | $10M | 3.7% | −4% |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | 87K | $9M | 3.0% | −1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 11K | $8M | 2.9% | ±0% |
| 10 | NEAR | ISHARES U S ETF TR | 161K | $8M | 2.9% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELBY SIGNAL
AC read
Selby Wealth Management, LLC is a Other fund managing $282 million in assets. The fund runs a portfolio of 83 positions.
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