Selby Wealth Management, LLC holds a diversified book of 83 stocks worth $282.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ino Eq Po ETF 2YR Ap2028-Usd and trimmed JPMorgan Ultra-Short Income. Their largest long position is JPMorgan Core Plus Bond ETF at 7% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+6.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110725/holdings"
Use Arkolith to show Selby Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Selby Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Selby Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $82.8B |
| Cetera Investment Advisers | 80 / 80 | $21.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $16.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $55.4B |
| Kestra Advisory Services, LLC | 79 / 80 | $6.9B |
| Advisory Services Network, LLC | 79 / 80 | $1.2B |
| MORGAN STANLEY | 78 / 80 | $206.7B |
Ranked by how many of Selby Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $19.7M | 419.3K | 7.0% | ▲+6.4% Added · +25K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $18.0M | 396.4K | 6.4% | ▲+4.4% Added · +17K sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $17.5M | 345.7K | 6.2% | ▼−4.3% Reduced · −15K sh | |
| 4 | BlackRock ETF Trust II ISHA FLEX IN ETF | $13.1M | 250.0K | 4.6% | ▲+2.2% Added · +5K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $11.5M | 169.6K | 4.1% | ▲+5.8% Added · +9K sh | |
| 6 | Pimco ETF TR MULTISECTOR BD | $11.2M | 420.9K | 4.0% | ▲+4.5% Added · +18K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $10.4M | 70.0K | 3.7% | ▼−4.4% Reduced · −3K sh | |
| 8 | J P Morgan Exchange Traded F ACTIVE GROWTH | $8.6M | 87.2K | 3.0% | ▼−0.5% Reduced · −467 sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $8.2M | 11.0K | 2.9% | ▲+0.3% Added · +37 sh | |
| 10 | Ishares U S ETF TR SHOR DURA BD ETF | $8.2M | 161.3K | 2.9% | ▲+12% Added · +18K sh | |
| 11 | Schwab Strategic TR US LCAP GR ETF | $7.8M | 231.6K | 2.8% | ▲+3.6% Added · +8K sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $6.7M | 42.2K | 2.4% | ▲+23% Added · +8K sh | |
| 13 | Vaneck ETF Trust MRNGSTR WDE MOAT | $6.3M | 60.8K | 2.2% | ▲+0.2% Added · +124 sh | |
| 14 | Procter & Gamble Co COM | $6.3M | 43.0K | 2.2% | —Held | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $6.3M | 17.0K | 2.2% | ▼−0.3% Reduced · −61 sh | |
| 16 | Vanguard Specialized Funds DIV APP ETF | $5.9M | 25.1K | 2.1% | ▲+30% Added · +6K sh | |
| 17 | Pimco ETF TR ACTIVE BD ETF | $5.9M | 64.0K | 2.1% | ▲+9.4% Added · +6K sh | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $5.3M | 181.0K | 1.9% | ▲+0.9% Added · +2K sh | |
| 19 | Schwab Strategic TR US MID-CAP ETF | $5.3M | 142.7K | 1.9% | ▼−3.7% Reduced · −6K sh | |
| 20 | Apple Inc COM | $4.5M | 15.5K | 1.6% | ▲+0.1% Added · +9 sh | |
| 21 | Capital Group Growth ETF SHS CREAT UNIT | $4.1M | 86.4K | 1.4% | ▲+13% Added · +10K sh | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $3.8M | 130.5K | 1.3% | ▲+4.1% Added · +5K sh | |
| 23 | Goldman Sachs ETF TR ACTIVEBETA INT | $3.7M | 80.9K | 1.3% | ▲+3.9% Added · +3K sh | |
| 24 | Capital Group Dividend Value SHS CREAT UNIT | $3.6M | 73.1K | 1.3% | ▲+18% Added · +11K sh | |
| 25 | Vanguard Index FDS MID CAP ETF | $3.3M | 40.4K | 1.2% | ▲+294% Added · +30K sh | |
| 26 | Ishares TR RUS 1000 ETF | $3.2M | 7.8K | 1.1% | —Held | |
| 27 | Schwab Strategic TR US DIVIDEND EQ | $3.1M | 99.1K | 1.1% | ▲~0% Added · +33 sh | |
| 28 | Vanguard Whitehall FDS INTL HIGH ETF | $3.1M | 31.9K | 1.1% | ▲+54% Added · +11K sh | |
| 29 | Ishares TR MSCI ACWI ETF | $3.1M | 19.5K | 1.1% | ▼−4.8% Reduced · −979 sh | |
| 30 | Capital Group New Geography SHS | $3.1M | 81.4K | 1.1% | ▲+9.8% Added · +7K sh | |
| 31 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $2.8M | 41.5K | 1.0% | ▼−2.6% Reduced · −1K sh | |
| 32 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.8M | 41.8K | 1.0% | ▲+3.6% Added · +1K sh | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.6M | 51.8K | 0.9% | ▲+4.5% Added · +2K sh | |
| 34 | Innovator Etfs Trust QUITY MANAGD FLR | $2.5M | 65.3K | 0.9% | ▲+4.5% Added · +3K sh | |
| 35 | Ishares Inc MSCI GBL MIN VOL | $2.4M | 20.3K | 0.9% | ▼−9.0% Reduced · −2K sh | |
| 36 | Ishares TR CORE S&P MCP ETF | $2.4M | 31.2K | 0.9% | ▼−2.2% Reduced · −711 sh | |
| 37 | Ishares TR CORE DIV GRWTH | $2.3M | 30.5K | 0.8% | ▼−0.1% Reduced · −46 sh | |
| 38 | Ishares TR CORE 60 BALA ETF | $2.3M | 33.1K | 0.8% | ▲+2.6% Added · +837 sh | |
| 39 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $2.2M | 29.8K | 0.8% | ▼−4.3% Reduced · −1K sh | |
| 40 | Ishares TR MSCI USA QLT FCT | $2.0M | 9.2K | 0.7% | ▼−0.4% Reduced · −35 sh | |
| 41 | SPDR Series Trust ST STR P500ETF | $1.9M | 21.5K | 0.7% | ▲+67% Added · +9K sh | |
| 42 | Ishares Inc MSCI EQUAL WEITE | $1.9M | 16.5K | 0.7% | ▼−0.8% Reduced · −129 sh | |
| 43 | Ishares TR MSCI USA MIN ETF | $1.8M | 18.7K | 0.6% | ▼−7.2% Reduced · −1K sh | |
| 44 | Vanguard Index FDS SMALL CP ETF | $1.6M | 5.3K | 0.6% | ▼−0.4% Reduced · −20 sh | |
| 45 | SPDR Series Trust ST STR MSCI USAQ | $1.6M | 8.5K | 0.6% | —Held | |
| 46 | SPDR Index SHS FDS ST PORT MARK ETF | $1.6M | 30.1K | 0.6% | ▲+16% Added · +4K sh | |
| 47 | Ssga Active ETF TR ST STR TOTAL ETF | $1.5M | 39.2K | 0.5% | ▼−17% Reduced · −8K sh | |
| 48 | Innovator Etfs Trust US EQT PWR BUF | $1.5M | 36.5K | 0.5% | ▼−0.3% Reduced · −100 sh | |
| 49 | Flexshares TR QUALT DIVD IDX | $1.5M | 16.4K | 0.5% | ▼−0.7% Reduced · −120 sh | |
| 50 | J P Morgan Exchange Traded F INCOME ETF | $1.4M | 31.0K | 0.5% | ▲+0.8% Added · +242 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.