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Selby Wealth Management, LLC

13F filer · CIK 0002110725
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 9, 202612 positions
SPYSPDR S&P 500 ETF Trust$8.18M2.90%Not reported+0.3%Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$6.67M2.37%Not reported+23.0%Q4 2025
PGPROCTER & GAMBLE Co$6.3M2.23%0.00%Not reportedQ4 2025
AAPLApple Inc.$4.49M1.59%0.00%+0.1%Q4 2025
QQQInvesco QQQ Trust, Series 1$929K0.33%Not reported+1.1%Q4 2025
WFCWells Fargo & Company$571K0.20%0.00%Not reportedQ4 2025
CALIChina Auto Logistics Inc$556K0.20%Not reported+32.6%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$474K0.17%Not reported-3.3%Q4 2025
JNJJohnson & Johnson$408K0.14%0.00%-5.9%Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$302K0.11%Not reported-3.3%Q4 2025
TAt&T Inc.$252K0.09%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$209K0.07%0.00%NewQ2 2026
Q1 2026Reported Apr 9, 202612 positions
SPYSPDR S&P 500 ETF Trust$7.1M2.80%Not reported-4.7%Q4 2025
PGPROCTER & GAMBLE Co$6.21M2.45%0.00%Not reportedQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$5.08M2.00%Not reported+72.3%Q4 2025
AAPLApple Inc.$3.94M1.55%0.00%-0.4%Q4 2025
QQQInvesco QQQ Trust, Series 1$720K0.28%Not reported-1.1%Q4 2025
WFCWells Fargo & Company$550K0.22%0.00%Not reportedQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$430K0.17%Not reported-1.3%Q4 2025
CALIChina Auto Logistics Inc$418K0.16%Not reported0.0%Q4 2025
JNJJohnson & Johnson$417K0.16%0.00%Not reportedQ4 2025
BOCTBoulder Capital Opportunities II Ltd$389K0.15%Not reportedNot reportedQ4 2025
TAt&T Inc.$353K0.14%0.00%Not reportedQ4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$277K0.11%Not reported-1.6%Q4 2025
Q4 2025Reported Feb 13, 202614 positions
SPYSPDR S&P 500 ETF Trust$7.82M3.15%Not reportedNewQ4 2025
PGPROCTER & GAMBLE Co$6.16M2.48%0.00%NewQ4 2025
AAPLApple Inc.$4.24M1.71%0.00%NewQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.86M1.15%Not reportedNewQ4 2025
QQQInvesco QQQ Trust, Series 1$775K0.31%Not reportedNewQ4 2025
WFCWells Fargo & Company$643K0.26%0.00%NewQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$426K0.17%Not reportedNewQ4 2025
CALIChina Auto Logistics Inc$418K0.17%Not reportedNewQ4 2025
BOCTBoulder Capital Opportunities II Ltd$400K0.16%Not reportedNewQ4 2025
JNJJohnson & Johnson$353K0.14%0.00%NewQ4 2025
TAt&T Inc.$302K0.12%0.00%NewQ4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$292K0.12%Not reportedNewQ4 2025
NOWServiceNow, Inc.$230K0.09%0.00%NewQ4 2025
MSFTMicrosoft Corp$210K0.08%0.00%NewQ4 2025
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