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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 NOW SERVICENOW INC Technology 1,500 $230K 0.09% SOLD
2 MSFT MICROSOFT CORP Technology 435 $210K 0.09% SOLD
3 PNOV INNOVATOR ETFS TRUST 4,923 $206K 0.08% SOLD
Sector Allocation
Financial Services 45.4%
Consumer Defensive 31.0%
Technology 19.7%
Healthcare 2.1%
Communication Services 1.8%