Selby Wealth Management, LLC holds a diversified book of 83 reported positions worth $282.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Selby Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Selby Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with 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
+3 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Selby Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| PPS&V Asset Management Consultants, Inc. | 13 / 80 | $170.1M |
| Ashford Advisors, LLC | 13 / 80 | $401.0M |
| Golden Reserve Retirement LLC | 12 / 80 | $519.9M |
| Shulman DeMeo Asset Management LLC | 14 / 80 | $424.2M |
| LGL Partners, LLC | 14 / 80 | $203.7M |
| Potomac Fund Management Inc | 10 / 80 | $2.8B |
| HT Partners LLC | 12 / 80 | $255.8M |
| Valley Forge Investment Consultants Inc Adv | 23 / 80 | $273.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Selby Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.