Selby Wealth Management, LLC

CIK

2110725

Location

EMERYVILLE, CA

Portfolio Value

Small $282,095,392

Diversification

Diversified

Filing Date

Global Rank

#5,403 / 8,794 ▼ 50 · as of Jun 2026

Top Industry

Household & Personal Products 51.5%

3Y Alpha vs SPY

-16.8%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.8%

−4.4 pts

Top 5

52.8%

−2.0 pts

Top 10

72.4%

+0.1 pts

HHI

788

Diversified−117

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$269,860,261	35
Consumer Defensive	2.2%	$6,302,147	1
Technology	1.6%	$4,494,050	1
Financial Services	0.2%	$570,546	1
Communication Services	0.2%	$460,767	2
Healthcare	0.1%	$407,621	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+39,759	74,320	$12,144,165
BILZ	PIMCO Ultra Short Government Active ETF	+23,754	491,994	$17,777,351
VIGI	Vanguard International Dividend Appreciation ETF	+19,153	74,125	$9,805,814
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+17,848	161,291	$8,171,002
FAAA	Fidelity AAA CLO ETF	+16,704	396,355	$18,030,188
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+13,367	984,420	$53,086,014
CGDV	Capital Group Dividend Value ETF	+11,137	73,111	$3,602,910
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+9,825	141,241	$5,390,189
CGGR	Capital Group Growth ETF	+9,816	86,443	$4,080,109
BAI	iShares A.I. Innovation and Tech Active ETF	+9,317	169,628	$11,536,400
FNDA	Schwab Fundamental U.S. Small Company ETF	+8,904	804,856	$26,068,227
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,283	34,267	$3,430,800
BCLO	iShares BBB-B CLO Active ETF	+8,058	260,991	$13,640,418
CGNG	Capital Group New Geography Equity ETF	+7,242	81,448	$3,051,042
VIG	Vanguard Dividend Appreciation ETF	+5,748	25,100	$5,939,162
CWI	State Street SPDR MSCI ACWI ex-US ETF	+4,150	30,115	$1,559,354
TACN	T. Rowe Price Active Core International Equity ETF	+2,076	27,921	$1,368,966
—		+837	33,146	$2,303,647
AFK	VanEck Africa Index ETF	+124	60,820	$6,322,847
SPY	Spdr S&P 500 ETF Trust	+37	10,959	$8,183,852
QQQ	Invesco Qqq Trust, Series 1	+14	1,261	$928,600
AAPL	Apple Inc.	+9	15,531	$4,494,050
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	−8,643	31,101	$1,468,894
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−8,197	39,199	$1,547,184
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,557	253,445	$34,102,409
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−1,503	15,959	$902,002
BAB	Invesco Taxable Municipal Bond ETF	−1,336	29,827	$2,234,042
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−1,123	41,505	$2,844,752
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−1,028	90,933	$4,701,327
AIRR	First Trust RBA American Industrial Renaissance ETF	−630	2,868	$232,480
BNDC	FlexShares Core Select Bond Fund	−120	16,403	$1,474,957
JNJ	Johnson & Johnson	−100	1,605	$407,621
VEU	Vanguard FTSE All-World Ex-US ETF	−26	8,145	$1,278,357
MDY	Spdr S&P Midcap 400 ETF Trust	−23	674	$474,051
DIA	Spdr Dow Jones Industrial Average ETF Trust	−20	578	$301,941
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	584	$208,704
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $282,095,392 total · filing declares 83 positions · $282,096,161 · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	984,420	+13,367	$53,086,014	+3.7%	18.82%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	253,445	-5,557	$34,102,409	—	12.09%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	804,856	+8,904	$26,068,227	+16.0%	9.24%
FAAA	Fidelity AAA CLO ETF	Added	396,355	+16,704	$18,030,188	+4.1%	6.39%
BILZ	PIMCO Ultra Short Government Active ETF	Added	491,994	+23,754	$17,777,351	+6.7%	6.30%
BCLO	iShares BBB-B CLO Active ETF	Added	260,991	+8,058	$13,640,418	+3.9%	4.84%
VB	Vanguard Morningstar Small-Cap ETF	Added	74,320	+39,759	$12,144,165	+57.0%	4.30%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	169,628	+9,317	$11,536,400	+23.7%	4.09%
VIGI	Vanguard International Dividend Appreciation ETF	Added	74,125	+19,153	$9,805,814	+39.5%	3.48%
SPY	Spdr S&P 500 ETF Trust	Added	10,959	+37	$8,183,852	+15.2%	2.90%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	161,291	+17,848	$8,171,002	+12.0%	2.90%
AFK	VanEck Africa Index ETF	Added	60,820	+124	$6,322,847	+7.7%	2.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	42,977	0	$6,302,147	+1.5%	2.23%
VIG	Vanguard Dividend Appreciation ETF	Added	25,100	+5,748	$5,939,162	+42.7%	2.11%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	141,241	+9,825	$5,390,189	+18.5%	1.91%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	90,933	-1,028	$4,701,327	−1.4%	1.67%
AAPL	Apple Inc. Technology	Added	15,531	+9	$4,494,050	+14.1%	1.59%
CGGR	Capital Group Growth ETF	Added	86,443	+9,816	$4,080,109	+32.5%	1.45%
CGDV	Capital Group Dividend Value ETF	Added	73,111	+11,137	$3,602,910	+36.7%	1.28%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	34,267	+8,283	$3,430,800	+46.2%	1.22%
CGNG	Capital Group New Geography Equity ETF	Added	81,448	+7,242	$3,051,042	+30.2%	1.08%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	41,505	-1,123	$2,844,752	+11.0%	1.01%
		Added	33,146	+837	$2,303,647	+10.8%	0.82%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	29,827	-1,336	$2,234,042	−2.0%	0.79%
		Held	8,548	0	$1,597,296	+8.9%	0.57%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	30,115	+4,150	$1,559,354	+28.0%	0.55%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	39,199	-8,197	$1,547,184	−17.8%	0.55%
BNDC	FlexShares Core Select Bond Fund	Reduced	16,403	-120	$1,474,957	+12.9%	0.52%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	31,101	-8,643	$1,468,894	−17.4%	0.52%
TACN	T. Rowe Price Active Core International Equity ETF	Added	27,921	+2,076	$1,368,966	+18.7%	0.49%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	8,145	-26	$1,278,357	+13.1%	0.45%
QQQ	Invesco Qqq Trust, Series 1	Added	1,261	+14	$928,600	+29.0%	0.33%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	15,959	-1,503	$902,002	−1.7%	0.32%
WFC	Wells Fargo & Company/Mn Financial Services	Held	6,904	0	$570,546	+3.8%	0.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	674	-23	$474,051	+10.3%	0.17%
JNJ	Johnson & Johnson Healthcare	Reduced	1,605	-100	$407,621	−2.2%	0.14%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	578	-20	$301,941	+9.0%	0.11%
DCOR	Dimensional US Core Equity 1 ETF	Held	6,301	0	$279,512	+14.2%	0.10%
T	At&T Inc. Communication Services	Held	12,177	0	$252,063	−28.6%	0.09%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	2,868	-630	$232,480	−2.7%	0.08%
GOOGL	Alphabet Inc. Communication Services	NEW	584	NEW	$208,704	NEW	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.