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Portfolio (Quarterly) Guide ↗

Selby Wealth Management, LLC

· CIK 0002110725
13F Portfolio $282M AUM 83 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 30 Added 27 Reduced 2 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SFLR INNOVATOR ETFS TRUST 65,291.0 $2.5M 0.89% +3K +4.5% $38.58 +1.4%
22 AOR ISHARES TR 33,146.0 $2.3M 0.82% +837.0 +2.6% $69.50 +0.8%
23 SPYM SPDR SERIES TRUST 21,470.0 $1.9M 0.67% +9K +66.6% $87.88 +3.2%
24 SPEM SPDR INDEX SHS FDS 30,115.0 $1.6M 0.55% +4K +16.0% $51.78 +3.1%
25 JPIE J P MORGAN EXCHANGE TRADED F 31,045.0 $1.4M 0.51% +242.0 +0.8% $46.05 -0.9%
26 TDVG T ROWE PRICE EXCHANGE-TRADED 27,921.0 $1.4M 0.48% +2K +8.0% $49.03 +1.6%
27 VUG VANGUARD INDEX FDS 11,663.0 $1.0M 0.36% +10K +495.7% $86.14 +2.7%
28 QQQ INVESCO QQQ TR Financial Services 1,261.0 $929K 0.33% +14.0 +1.1% $736.44 -2.4%
29 CALI BLACKROCK ETF TRUST II 10,997.0 $556K 0.20% +3K +32.6% $50.53 -0.5%
30 JEPI J P MORGAN EXCHANGE TRADED F 7,573.0 $428K 0.15% +60.0 +0.8% $56.48 +1.3%
Page 2 of 2  ·  30 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 47.3%
Consumer Defensive 28.5%
Technology 20.3%
Communication Services 2.1%
Healthcare 1.8%