Selby Wealth Management, LLC

Est. AUM

$253.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$18.5M	393903	7.30%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.3M	361238	7.20%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.3M	379651	6.82%	SOLE
4	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$12.7M	244639	5.00%	SOLE
5	PIMCO ETF TR	MULTISECTOR BD	$10.5M	402622	4.16%	SOLE
6	BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.3M	160311	3.67%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$9.1M	73224	3.59%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$7.4M	87689	2.92%	SOLE
9	ISHARES U S ETF TR	SHORT DURATION B	$7.3M	143443	2.87%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.1M	10922	2.80%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.5M	223439	2.56%	SOLE
12	PROCTER & GAMBLE CO	COM	$6.2M	42977	2.45%	SOLE
13	VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.9M	60696	2.31%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	17029	2.15%	SOLE
15	PIMCO ETF TR	ACTIVE BD ETF	$5.4M	58526	2.13%	SOLE
16	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.1M	34325	2.00%	SOLE
17	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.6M	179447	1.81%	SOLE
18	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.6M	148210	1.81%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.2M	19352	1.64%	SOLE
20	APPLE INC	COM	$3.9M	15522	1.55%	SOLE
21	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.4M	77911	1.32%	SOLE
22	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.1M	125363	1.24%	SOLE
23	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.1M	76627	1.21%	SOLE
24	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	99112	1.20%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$2.9M	10254	1.16%	SOLE
26	ISHARES TR	MSCI ACWI ETF	$2.8M	20489	1.12%	SOLE
27	ISHARES TR	RUS 1000 ETF	$2.8M	7785	1.09%	SOLE
28	ISHARES INC	MSCI GBL MIN VOL	$2.7M	22284	1.05%	SOLE
29	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.6M	61974	1.04%	SOLE
30	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.6M	40327	1.02%	SOLE
31	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$2.6M	42628	1.01%	SOLE
32	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.5M	49580	1.00%	SOLE
33	CAPITAL GROUP NEW GEOGRAPHY	SHS	$2.3M	74206	0.92%	SOLE
34	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$2.3M	31163	0.90%	SOLE
35	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$2.2M	62501	0.87%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$2.2M	31933	0.85%	SOLE
37	ISHARES TR	CORE DIV GRWTH	$2.1M	30533	0.84%	SOLE
38	ISHARES TR	CORE 60/40 BALAN	$2.1M	32309	0.82%	SOLE
39	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.9M	20647	0.77%	SOLE
40	SSGA ACTIVE ETF TR	STATE STREET DOU	$1.9M	47396	0.74%	SOLE
41	ISHARES TR	MSCI USA MIN VOL	$1.9M	20193	0.74%	SOLE
42	ISHARES TR	MSCI USA QLT FCT	$1.8M	9234	0.70%	SOLE
43	ISHARES INC	MSCI EQUAL WEITE	$1.7M	16628	0.67%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	8548	0.58%	SOLE
45	INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.5M	36635	0.57%	SOLE
46	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$1.4M	30803	0.56%	SOLE
47	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.4M	14050	0.55%	SOLE
48	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	5320	0.55%	SOLE
49	FLEXSHARES TR	QUALT DIVD IDX	$1.3M	16523	0.51%	SOLE
50	SPDR INDEX SHS FDS	STATE STREET SPD	$1.2M	25965	0.48%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.