StockDriftsStockDriftsTop 50 Selby Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.98% | 419.3K | $19.7M | +6.44%(+25.35K) | $47.42(-2.55%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.39% | 396.4K | $18.0M | +4.40%(+16.70K) | $46.11(-2.58%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.2% | 345.7K | $17.5M | -4.29%(-15.49K) | $50.66(-0.40%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 4.64% | 250.0K | $13.1M | +2.19%(+5.36K) | $52.98(-1.84%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.09% | 169.6K | $11.5M | +5.81%(+9.32K) | $60.11(+16.48%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.96% | 420.9K | $11.2M | +4.54%(+18.29K) | $26.73(-2.13%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.68% | 70.0K | $10.4M | -4.37%(-3.20K) | $119.51(+24.48%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3.05% | 87.2K | $8.6M | -0.53%(-467) | $93.28(+2.55%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.9% | 11.0K | $8.2M | +0.34%(+37) | $674.10(+14.75%) | 2026-06-30 | |
| NEAR | ISHARES U S ETF TR | 2.9% | 161.3K | $8.2M | +12.44%(+17.85K) | $51.02(-1.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.74% |
Selby Wealth Management, LLC reports $282.10M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (7.0%), FBND (6.4%) and JPST (6.2%). The top 20 holdings account for 66.18% of reported assets. Its disclosed equity book has returned +4.04% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Selby Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110725). View Selby Wealth Management, LLC’s 13F filings on SEC