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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GBIL GOLDMAN SACHS ETF TR 14,050.0 $1.4M 0.55% -424.0 -2.9% $100.19 -0.0%
22 VB VANGUARD INDEX FDS 5,320.0 $1.4M 0.55% -106.0 -1.9% $261.90 +14.4%
23 PAUG INNOVATOR ETFS TRUST 25,444.0 $1.1M 0.43% -363.0 -1.4% $42.72 +6.2%
24 DON WISDOMTREE TR 17,462.0 $917K 0.36% -480.0 -2.7% $52.54 +8.1%
25 QQQ INVESCO QQQ TR Financial Services 1,247.0 $720K 0.28% -14.0 -1.1% $577.21 +22.4%
26 MINT PIMCO ETF TR 7,092.0 $713K 0.28% -3K -27.6% $100.58 +0.2%
27 MTUM ISHARES TR 2,970.0 $713K 0.28% -15.0 -0.5% $240.02 +35.7%
28 SCHA SCHWAB STRATEGIC TR 20,381.0 $593K 0.23% -149.0 -0.7% $29.08 +22.0%
29 MDYG SPDR SERIES TRUST 4,824.0 $463K 0.18% -208.0 -4.1% $95.95 +14.7%
30 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 697.0 $430K 0.17% -9.0 -1.3% $616.65 +12.8%
31 JEPI J P MORGAN EXCHANGE TRADED F 7,513.0 $426K 0.17% -605.0 -7.5% $56.68 -0.9%
32 AGG ISHARES TR 3,026.0 $300K 0.12% -185.0 -5.8% $99.28 +0.1%
33 DIA STATE STR SPDR DOW JONES IND Financial Services 598.0 $277K 0.11% -10.0 -1.6% $462.90 +11.9%
34 RDVY FIRST TR EXCHANGE TRADED FD 3,498.0 $239K 0.09% -272.0 -7.2% $68.28 +16.1%
Page 2 of 2  ·  34 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%