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Selby Wealth Management, LLC

Q2 2026 · 13F-HR

Selby Wealth Management, LLCholdings as filed

Filed 2026-07-09 · accession 0001951757-26-000947

$282.1M
Reported value
83
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$19.7M6.98%419,253CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$18.0M6.39%396,355CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$17.5M6.20%345,746CommonNONE
092528603BINCBLACKROCK ETF TRUST II$13.1M4.64%249,994CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$11.5M4.09%169,628CommonNONE
72201R585PYLDPIMCO ETF TR$11.2M3.96%420,915CommonNONE
464287804IJRISHARES TR$10.4M3.68%70,026CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$8.6M3.05%87,222CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$8.2M2.90%10,959CommonNONE
46431W507NEARISHARES U S ETF TR$8.2M2.90%161,291CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.8M2.78%231,597CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$6.7M2.37%42,232CommonNONE
92189F643MOATVANECK ETF TRUST$6.3M2.24%60,820CommonNONE
742718109PGPROCTER & GAMBLE CO$6.3M2.23%42,977CommonNONE
922908769VTIVANGUARD INDEX FDS$6.3M2.23%16,968CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.9M2.11%25,100CommonNONE
72201R775BONDPIMCO ETF TR$5.9M2.09%64,045CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$5.3M1.89%181,021CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5.3M1.86%142,683CommonNONE
037833100AAPLAPPLE INC$4.5M1.59%15,531CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.1M1.45%86,443CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.8M1.34%130,458CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$3.7M1.31%80,913CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.6M1.28%73,111CommonNONE
922908629VOVANGUARD INDEX FDS$3.3M1.15%40,389CommonNONE
464287622IWBISHARES TR$3.2M1.13%7,785CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.1M1.11%99,145CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3.1M1.11%31,893CommonNONE
464288257ACWIISHARES TR$3.1M1.09%19,510CommonNONE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$3.1M1.08%81,448CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$2.8M1.01%41,505CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.8M1.00%41,780CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.6M0.94%51,801CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$2.5M0.89%65,291CommonNONE
464286525ACWVISHARES INC$2.4M0.86%20,281CommonNONE
464287507IJHISHARES TR$2.4M0.85%31,222CommonNONE
46434V621DGROISHARES TR$2.3M0.82%30,487CommonNONE
464289867AORISHARES TR$2.3M0.82%33,146CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.2M0.79%29,827CommonNONE
46432F339QUALISHARES TR$2.0M0.72%9,199CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.9M0.67%21,470CommonNONE
464286681EUSAISHARES INC$1.9M0.67%16,499CommonNONE
46429B697USMVISHARES TR$1.8M0.64%18,741CommonNONE
922908751VBVANGUARD INDEX FDS$1.6M0.57%5,300CommonNONE
78468R812QUSSPDR SERIES TRUST$1.6M0.57%8,548CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.6M0.55%30,115CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$1.5M0.55%39,199CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$1.5M0.55%36,535CommonNONE
33939L860QDFFLEXSHARES TR$1.5M0.52%16,403CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$1.4M0.51%31,045CommonNONE
87283Q404TDVGT ROWE PRICE EXCHANGE-TRADED$1.4M0.49%27,921CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.3M0.45%8,145CommonNONE
464287200IVVISHARES TR$1.3M0.45%1,678CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.1M0.40%24,901CommonNONE
46432F396MTUMISHARES TR$1.0M0.36%2,938CommonNONE
922908736VUGVANGUARD INDEX FDS$1.0M0.36%11,663CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.0M0.36%10,020CommonNONE
46090E103QQQINVESCO QQQ TR$928,6550.33%1,261CommonNONE
97717W505DONWISDOMTREE TR$901,9930.32%15,959CommonNONE
464287465EFAISHARES TR$799,3480.28%7,695CommonNONE
78464A409SPYGSPDR SERIES TRUST$766,6580.27%6,443CommonNONE
46434V696IPACISHARES TR$744,3810.26%9,086CommonNONE
808524607SCHASCHWAB STRATEGIC TR$720,8760.26%19,952CommonNONE
72201R833MINTPIMCO ETF TR$709,0560.25%7,034CommonNONE
45783Y335AAPRINNOVATOR ETFS TRUST$669,5120.24%22,700CommonNONE
949746101WMT2WELLS FARGO & CO$570,5470.20%6,904CommonNONE
092528884CALIBLACKROCK ETF TRUST II$555,7310.20%10,997CommonNONE
78464A821MDYGSPDR SERIES TRUST$530,0790.19%4,729CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$474,2090.17%674CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$427,8070.15%9,035CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$427,7460.15%7,573CommonNONE
478160104JNJJOHNSON & JOHNSON$407,6220.14%1,605CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$332,4100.12%6,200CommonNONE
46434V290SMLFISHARES TR$325,6340.12%3,653CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$301,7430.11%578CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$279,5120.10%6,301CommonNONE
464287226AGGISHARES TR$255,9830.09%2,586CommonNONE
00206R102TAT&T INC$252,0640.09%12,177CommonNONE
78464A763SDYSPDR SERIES TRUST$247,3030.09%1,625CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$232,4800.08%2,868CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$232,1660.08%7,680CommonNONE
46429B747STIPISHARES TR$210,3470.07%2,059CommonNONE
02079K305GOOGLALPHABET INC$208,7040.07%584CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.