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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPYG SPDR SERIES TRUST 6,443.0 $767K 0.27% $118.99 +2.3%
62 IPAC ISHARES TR 9,086.0 $744K 0.26% -190.0 -2.0% $81.93 +6.4%
63 SCHA SCHWAB STRATEGIC TR 19,952.0 $721K 0.26% -429.0 -2.1% $36.13 -4.4%
64 MINT PIMCO ETF TR 7,034.0 $709K 0.25% -58.0 -0.8% $100.80 -0.3%
65 INNOVATOR ETFS TRUST 22,700.0 $670K 0.24% NEW $29.49
66 WFC WELLS FARGO & CO Financial Services 6,904.0 $571K 0.20% $82.64 +8.9%
67 CALI BLACKROCK ETF TRUST II 10,997.0 $556K 0.20% +3K +32.6% $50.53 -0.5%
68 MDYG SPDR SERIES TRUST 4,729.0 $530K 0.19% -95.0 -2.0% $112.09 -3.4%
69 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 674.0 $474K 0.17% -23.0 -3.3% $703.57 -1.7%
70 BMAY INNOVATOR ETFS TRUST 9,035.0 $428K 0.15% NEW $47.35 +2.6%
71 JEPI J P MORGAN EXCHANGE TRADED F 7,573.0 $428K 0.15% +60.0 +0.8% $56.48 +1.3%
72 JNJ JOHNSON & JOHNSON Healthcare 1,605.0 $408K 0.14% -100.0 -5.9% $253.97 +8.4%
73 BAUG INNOVATOR ETFS TRUST 6,200.0 $332K 0.12% $53.61 +3.5%
74 SMLF ISHARES TR 3,653.0 $326K 0.12% NEW $89.14 -1.1%
75 DIA STATE STR SPDR DOW JONES IND Financial Services 578.0 $302K 0.11% -20.0 -3.3% $522.05 +2.3%
76 DFAC DIMENSIONAL ETF TRUST 6,301.0 $280K 0.10% $44.36 +3.1%
77 AGG ISHARES TR 2,586.0 $256K 0.09% -440.0 -14.5% $98.99 -2.0%
78 T AT&T INC Communication Services 12,177.0 $252K 0.09% $20.70 +24.0%
79 SDY SPDR SERIES TRUST 1,625.0 $247K 0.09% -202.0 -11.1% $152.19 +2.4%
80 RDVY FIRST TR EXCHANGE TRADED FD 2,868.0 $232K 0.08% -630.0 -18.0% $81.06 +1.2%
Page 4 of 5  ·  83 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%