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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  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDYG SPDR SERIES TRUST 4,729.0 $530K 0.19% -95.0 -2.0% $112.09 -3.4%
22 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 674.0 $474K 0.17% -23.0 -3.3% $703.57 -1.7%
23 JNJ JOHNSON & JOHNSON Healthcare 1,605.0 $408K 0.14% -100.0 -5.9% $253.97 +8.4%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 578.0 $302K 0.11% -20.0 -3.3% $522.05 +2.3%
25 AGG ISHARES TR 2,586.0 $256K 0.09% -440.0 -14.5% $98.99 -2.0%
26 SDY SPDR SERIES TRUST 1,625.0 $247K 0.09% -202.0 -11.1% $152.19 +2.4%
27 RDVY FIRST TR EXCHANGE TRADED FD 2,868.0 $232K 0.08% -630.0 -18.0% $81.06 +1.2%
Page 2 of 2  ·  27 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%