StockDriftsStockDriftsTop 50 Selby Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.23% | 459.2K | $20.6M | +9.52%(+39.93K) | $47.28(-4.84%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.08% | 343.4K | $17.3M | -0.67%(-2.33K) | $50.66(-0.63%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.06% | 398.1K | $17.2M | +0.44%(+1.76K) | $46.10(-5.26%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 4.59% | 256.7K | $13.0M | +2.70%(+6.75K) | $52.97(-4.38%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.32% | 177.3K | $12.3M | +4.54%(+7.71K) | $61.39(+12.34%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 4% | 448.1K | $11.4M | +6.45%(+27.15K) | $26.69(-4.82%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.21% | 67.1K | $9.1M | -4.20%(-2.94K) | $119.51(+13.65%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.99% | 236.8K | $8.5M | +2.23%(+5.17K) | $32.28(+10.23%) | 2026-09-30 | |
| NEAR | ISHARES U S ETF TR | 2.97% | 169.6K | $8.5M | +5.16%(+8.32K) | $50.98(-2.08%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.95% | 11.0K | $8.4M | +0.19%(+21) | $674.26(+13.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.87% |
Selby Wealth Management LLC reports $284.30M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (7.2%), JPST (6.1%) and FBND (6.1%). The top 20 holdings account for 65.64% of reported assets. Its disclosed equity book has returned +2.34% cumulatively over 3 quarters. Figures reflect the Q3 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