SW
Selby Wealth Management, LLC
13F filer · CIK 0002110725Reported Jul 9, 2026
Net buyer this quarter
13F portfolio value$282MU.S. long equity reported on 13F
Positions121 new · 1 closed
Net flow last quarter+$1.15MBuys minus sells
Top 10 positions weight10.2%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 9, 202612 positions | |||||
| $8.18M | 2.90% | Not reported | +0.3% | Q4 2025 | |
| $6.67M | 2.37% | Not reported | +23.0% | Q4 2025 | |
| $6.3M | 2.23% | 0.00% | Not reported | Q4 2025 | |
| $4.49M | 1.59% | 0.00% | +0.1% | Q4 2025 | |
| $929K | 0.33% | Not reported | +1.1% | Q4 2025 | |
| $571K | 0.20% | 0.00% | Not reported | Q4 2025 | |
| $556K | 0.20% | Not reported | +32.6% | Q4 2025 | |
| $474K | 0.17% | Not reported | -3.3% | Q4 2025 | |
| $408K | 0.14% | 0.00% | -5.9% | Q4 2025 | |
| $302K | 0.11% | Not reported | -3.3% | Q4 2025 | |
| $252K | 0.09% | 0.00% | Not reported | Q4 2025 | |
| $209K | 0.07% | 0.00% | New | Q2 2026 | |
| Q1 2026Reported Apr 9, 202612 positions | |||||
| $7.1M | 2.80% | Not reported | -4.7% | Q4 2025 | |
| $6.21M | 2.45% | 0.00% | Not reported | Q4 2025 | |
| $5.08M | 2.00% | Not reported | +72.3% | Q4 2025 | |
| $3.94M | 1.55% | 0.00% | -0.4% | Q4 2025 | |
| $720K | 0.28% | Not reported | -1.1% | Q4 2025 | |
| $550K | 0.22% | 0.00% | Not reported | Q4 2025 | |
| $430K | 0.17% | Not reported | -1.3% | Q4 2025 | |
| $418K | 0.16% | Not reported | 0.0% | Q4 2025 | |
| $417K | 0.16% | 0.00% | Not reported | Q4 2025 | |
| $389K | 0.15% | Not reported | Not reported | Q4 2025 | |
| $353K | 0.14% | 0.00% | Not reported | Q4 2025 | |
| $277K | 0.11% | Not reported | -1.6% | Q4 2025 | |
| Q4 2025Reported Feb 13, 202614 positions | |||||
| $7.82M | 3.15% | Not reported | New | Q4 2025 | |
| $6.16M | 2.48% | 0.00% | New | Q4 2025 | |
| $4.24M | 1.71% | 0.00% | New | Q4 2025 | |
| $2.86M | 1.15% | Not reported | New | Q4 2025 | |
| $775K | 0.31% | Not reported | New | Q4 2025 | |
| $643K | 0.26% | 0.00% | New | Q4 2025 | |
| $426K | 0.17% | Not reported | New | Q4 2025 | |
| $418K | 0.17% | Not reported | New | Q4 2025 | |
| $400K | 0.16% | Not reported | New | Q4 2025 | |
| $353K | 0.14% | 0.00% | New | Q4 2025 | |
| $302K | 0.12% | 0.00% | New | Q4 2025 | |
| $292K | 0.12% | Not reported | New | Q4 2025 | |
| $230K | 0.09% | 0.00% | New | Q4 2025 | |
| $210K | 0.08% | 0.00% | New | Q4 2025 | |
Premium opens every quarter this fund has filed