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Portfolio (Quarterly) Guide ↗

Selby Wealth Management, LLC

· CIK 0002110725
13F Portfolio $254M AUM 81 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 Added 34 Reduced 3 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 393,903.0 $18.5M 7.30% +6K +1.6% $47.08 +0.0%
2 PYLD PIMCO ETF TR 402,622.0 $10.5M 4.16% +7K +1.8% $26.20 +1.3%
3 DYNF BLACKROCK ETF TRUST 160,311.0 $9.3M 3.67% +4K +2.9% $58.18 +13.8%
4 NEAR ISHARES U S ETF TR 143,443.0 $7.3M 2.87% +86K +150.2% $50.83 -0.3%
5 MOAT VANECK ETF TRUST 60,696.0 $5.9M 2.31% +6K +10.6% $96.70 +6.6%
6 BOND PIMCO ETF TR 58,526.0 $5.4M 2.13% +1K +2.5% $92.28 +0.3%
7 VYM VANGUARD WHITEHALL FDS 34,325.0 $5.1M 2.00% +14K +72.3% $148.10 +6.8%
8 VIG VANGUARD SPECIALIZED FUNDS 19,352.0 $4.2M 1.64% +7K +60.0% $215.06 +9.1%
9 CGGR CAPITAL GROUP GROWTH ETF 76,627.0 $3.1M 1.21% +9K +12.6% $40.19 +13.9%
10 CGDV CAPITAL GROUP DIVIDEND VALUE 61,974.0 $2.6M 1.04% +14K +30.5% $42.54 +14.0%
11 JMST J P MORGAN EXCHANGE TRADED F 49,580.0 $2.5M 1.00% +361.0 +0.7% $50.98 -0.0%
12 CGNG CAPITAL GROUP NEW GEOGRAPHY 74,206.0 $2.3M 0.92% +12K +18.4% $31.57 +15.6%
13 IJH ISHARES TR 31,933.0 $2.2M 0.85% +920.0 +3.0% $67.53 +12.8%
14 AOR ISHARES TR 32,309.0 $2.1M 0.82% +2K +5.5% $64.35 +7.0%
15 VYMI VANGUARD WHITEHALL FDS 20,647.0 $1.9M 0.77% +15K +241.6% $94.24 +3.8%
16 JPIE J P MORGAN EXCHANGE TRADED F 30,803.0 $1.4M 0.56% +12K +60.8% $46.07 -0.0%
17 SPEM SPDR INDEX SHS FDS 25,965.0 $1.2M 0.48% +1K +5.6% $46.91 +8.3%
18 TDVG T ROWE PRICE ETF INC 25,845.0 $1.2M 0.45% +336.0 +1.3% $44.63 +8.6%
19 IVV ISHARES TR 1,674.0 $1.1M 0.43% +73.0 +4.6% $653.32 +12.1%
20 SPYM SPDR SERIES TRUST 12,890.0 $987K 0.39% +9K +215.0% $76.54 +12.1%
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.4%
Consumer Defensive 31.0%
Technology 19.7%
Healthcare 2.1%
Communication Services 1.8%