Investor
Selby Wealth Management, LLC
CIK 0002110725 · filed 2026-04-09 · SEC filing
13F book
$253.9M
Positions
81
0 new · 3 sold
Largest name
7.3%
J P Morgan Exchange Traded F
Est. mark
−$4.41M
Price effect on 81 names still held. Flow $10.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 393.9K | $18.5M | 7.3% | −$104.6K | Added$188.6K |
| J P Morgan Exchange Traded F | — | 361.2K | $18.3M | 7.2% | $7.24K | Cut−$727.3K |
| Fidelity Merrimack Str Tr | — | 379.7K | $17.3M | 6.8% | −$159.4K | Cut−$251.4K |
| Blackrock Etf Trust Ii | — | 244.6K | $12.7M | 5.0% | −$205.5K | Cut−$208.4K |
| Pimco Etf Tr | — | 402.6K | $10.5M | 4.2% | −$189.8K | Added$252 |
| Blackrock Etf Trust | — | 160.3K | $9.33M | 3.7% | −$409.9K | Added−$150.5K |
| Ishares Tr | — | 73.2K | $9.1M | 3.6% | $302.4K | Cut$219.7K |
| J P Morgan Exchange Traded F | — | 87.7K | $7.41M | 2.9% | −$726K | Cut−$795.6K |
| Ishares U S Etf Tr | — | 143.4K | $7.29M | 2.9% | −$15.2K | Added$4.36M |
| Spdr S&P 500 Etf Tr | — | 10.9K | $7.1M | 2.8% | −$344.8K | Cut−$713K |
| Schwab Strategic Tr | — | 223.4K | $6.51M | 2.6% | −$779.8K | Cut−$1.21M |
| Procter And Gamble Co | PG | 43K | $6.21M | 2.4% | $48.6K | Held |
| Vaneck Etf Trust | — | 60.7K | $5.87M | 2.3% | −$376.6K | Added$183.6K |
| Vanguard Index Fds | — | 17K | $5.46M | 2.2% | −$246K | Cut−$269.4K |
| Pimco Etf Tr | — | 58.5K | $5.4M | 2.1% | −$45.6K | Added$88.4K |
| Vanguard Whitehall Fds | — | 34.3K | $5.08M | 2.0% | $91.3K | Added$2.22M |
| Schwab Strategic Tr | — | 179.4K | $4.6M | 1.8% | −$227.9K | Cut−$309.8K |
| Schwab Strategic Tr | — | 148.2K | $4.59M | 1.8% | $131.9K | Cut$15.3K |
| Vanguard Specialized Funds | — | 19.4K | $4.16M | 1.6% | −$57K | Added$1.5M |
| Apple Inc. | AAPL | 15.5K | $3.94M | 1.6% | −$280.5K | Cut−$296.3K |
| Goldman Sachs Etf Tr | — | 77.9K | $3.36M | 1.3% | $14.8K | Added$26.7K |
| Schwab Strategic Tr | — | 125.4K | $3.15M | 1.2% | −$141.7K | Cut−$207.5K |
| Capital Group Growth Etf | — | 76.6K | $3.08M | 1.2% | −$291.3K | Added$53.5K |
| Schwab Strategic Tr | — | 99.1K | $3.04M | 1.2% | $322.1K | Cut$256.2K |
| Vanguard Index Fds | — | 10.3K | $2.94M | 1.2% | −$31.2K | Cut−$93.3K |
| Ishares Tr | — | 20.5K | $2.84M | 1.1% | −$63.9K | Cut−$201.7K |
| Ishares Tr | — | 7.79K | $2.78M | 1.1% | −$131.4K | Held |
| Ishares Inc | — | 22.3K | $2.66M | 1.0% | $16.8K | Cut−$90.4K |
| Capital Group Dividend Value | — | 62K | $2.64M | 1.0% | −$52.2K | Added$563.8K |
| J P Morgan Exchange Traded F | — | 40.3K | $2.58M | 1.0% | −$101.7K | Cut−$166.6K |
| Invesco Exch Trd Slf Idx Fd | — | 42.6K | $2.56M | 1.0% | −$43.1K | Cut−$113.9K |
| J P Morgan Exchange Traded F | — | 49.6K | $2.53M | 1.0% | $2.01K | Added$20.4K |
| Capital Group New Geography | — | 74.2K | $2.34M | 0.9% | −$22.6K | Added$342.4K |
| Invesco Exch Traded Fd Tr Ii | — | 31.2K | $2.28M | 0.9% | $53.6K | Cut−$87.1K |
| Innovator Etfs Trust | — | 62.5K | $2.21M | 0.9% | −$90.6K | Cut−$109.5K |
| Ishares Tr | — | 31.9K | $2.16M | 0.8% | $47.4K | Added$109.5K |
| Ishares Tr | — | 30.5K | $2.14M | 0.8% | $23.2K | Added$24K |
| Ishares Tr | — | 32.3K | $2.08M | 0.8% | −$20.2K | Added$87.5K |
| Vanguard Whitehall Fds | — | 20.6K | $1.95M | 0.8% | $25.6K | Added$1.4M |
| Ssga Active Etf Tr | — | 47.4K | $1.88M | 0.7% | −$24.7K | Cut−$45K |
| Ishares Tr | — | 20.2K | $1.87M | 0.7% | −$28.7K | Cut−$128.5K |
| Ishares Tr | — | 9.23K | $1.77M | 0.7% | −$62.9K | Held |
| Ishares Inc | — | 16.6K | $1.69M | 0.7% | −$26.7K | Cut−$55.4K |
| Spdr Series Trust | — | 8.55K | $1.47M | 0.6% | −$21.8K | Cut−$28.7K |
| Innovator Etfs Trust | — | 36.6K | $1.46M | 0.6% | $24.9K | Held |
| J P Morgan Exchange Traded F | — | 30.8K | $1.42M | 0.6% | −$4.22K | Added$532.1K |
| Goldman Sachs Etf Tr | — | 14.1K | $1.41M | 0.6% | $3.51K | Cut−$38.9K |
| Vanguard Index Fds | — | 5.32K | $1.39M | 0.5% | $21K | Cut−$6.36K |
| Flexshares Tr | — | 16.5K | $1.31M | 0.5% | −$28.4K | Held |
| Spdr Index Shs Fds | — | 26K | $1.22M | 0.5% | $2.46K | Added$67.2K |
| T Rowe Price Etf Inc | — | 25.8K | $1.15M | 0.5% | −$8.66K | Added$6.34K |
| Vanguard Intl Equity Index F | — | 8.17K | $1.13M | 0.4% | −$22.4K | Cut−$25.6K |
| Ishares Tr | — | 1.67K | $1.09M | 0.4% | −$50.5K | Added−$2.85K |
| Innovator Etfs Trust | — | 25.4K | $1.09M | 0.4% | −$13.5K | Cut−$29.2K |
| Spdr Series Trust | — | 12.9K | $986.6K | 0.4% | −$15.1K | Added$658.3K |
| Wisdomtree Tr | — | 17.5K | $917.4K | 0.4% | $16.4K | Cut−$8.36K |
| Vanguard Growth Etf | — | 1.96K | $855.3K | 0.3% | −$34.6K | Added$524.6K |
| Ishares Tr | — | 7.69K | $747.3K | 0.3% | $8.46K | Held |
| Invesco Qqq Tr | — | 1.25K | $719.8K | 0.3% | −$46.3K | Cut−$54.9K |
| Pimco Etf Tr | — | 7.09K | $713.3K | 0.3% | $1.68K | Cut−$270.1K |
| Ishares Tr | — | 2.97K | $712.9K | 0.3% | −$30.6K | Cut−$34.3K |
| Ishares Tr | — | 9.28K | $709.7K | 0.3% | $29.7K | Added$50K |
| Innovator Etfs Trust | — | 24.6K | $650.8K | 0.3% | −$2.8K | Held |
| Spdr Series Trust | — | 6.44K | $630.8K | 0.2% | −$56.6K | Held |
| Schwab Strategic Tr | — | 20.4K | $592.7K | 0.2% | $12.2K | Cut$8K |
| Wells Fargo Co New | — | 6.9K | $549.6K | 0.2% | −$93.8K | Held |
| Spdr Series Trust | — | 4.82K | $462.9K | 0.2% | $17K | Cut−$2.25K |
| Spdr S&P Midcap 400 Etf Tr | — | 697 | $429.8K | 0.2% | $9.12K | Cut$3.68K |
| J P Morgan Exchange Traded F | — | 7.51K | $425.9K | 0.2% | −$4.2K | Cut−$38.8K |
| Blackrock Etf Trust Ii | — | 8.29K | $418.3K | 0.2% | −$274 | Added−$224 |
| Johnson & Johnson | JNJ | 1.71K | $416.8K | 0.2% | $63.9K | Held |
| Innovator Etfs Trust | — | 8.1K | $388.7K | 0.2% | −$11.6K | Held |
| At&T Inc | — | 12.2K | $353K | 0.1% | $50.5K | Held |
| Innovator Etfs Trust | — | 6.2K | $302.9K | 0.1% | −$7.39K | Held |
| Ishares Tr | — | 3.03K | $300.4K | 0.1% | −$1.82K | Cut−$20.3K |
| Spdr Dow Jones Indl Average | — | 598 | $276.8K | 0.1% | −$10.4K | Cut−$15.2K |
| Spdr Series Trust | — | 1.83K | $266.6K | 0.1% | $12.4K | Held |
| Dimensional Etf Trust | — | 6.3K | $244.9K | 0.1% | −$4.6K | Held |
| First Tr Exchange Traded Fd | — | 3.5K | $238.8K | 0.1% | −$4.16K | Cut−$23.1K |
| Innovator Etfs Trust | — | 7.68K | $225.5K | 0.1% | −$1.75K | Held |
| Ishares Tr | — | 2.06K | $213K | 0.1% | $2.14K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.