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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
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
—
INNOVATOR ETFS TRUST
—
24,600
$651K
0.26%
SOLD
2
BOCT
INNOVATOR ETFS TRUST
—
8,100
$389K
0.15%
SOLD
Sector Allocation
Financial Services
47.3%
Consumer Defensive
28.5%
Technology
20.3%
Communication Services
2.1%
Healthcare
1.8%