Selby Wealth Management, LLC
CIK
2110725
Location
EMERYVILLE, CA
Portfolio Value
Micro
$19,995,957
Diversification
Highly concentrated
Filing Date
Global Rank
#7,723
/ 8,603
▲ 56
· as of Mar 2026
Top Industry
Household & Personal Products
54.1%
3Y Alpha vs SPY
-7.8%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.8%
SPY
+10.0%
Annualised alpha
-6.2%
Max drawdown
−9.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
35.5%
−0.9 pts
Top 5
92.6%
+1.1 pts
Top 10
100.0%
+1.0 pts
HHI
2,648
Highly concentrated+70
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 42.7% | $8,529,624 |
| Consumer Defensive | 31.0% | $6,207,597 |
| Technology | 19.7% | $3,939,328 |
| Financial Services | 2.7% | $549,627 |
| Healthcare | 2.1% | $416,770 |
| Communication Services | 1.8% | $353,011 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −540 | 10,922 | $7,103,013 | |
| AAPL | Apple Inc. | −58 | 15,522 | $3,939,328 | |
| QQQ | Invesco Qqq Trust, Series 1 | −14 | 1,247 | $719,743 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −10 | 598 | $276,987 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −9 | 697 | $429,881 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
9 positions ·
$19,995,957 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,922 | $7,103,013 | 35.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 42,977 | $6,207,597 | 31.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,522 | $3,939,328 | 19.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,247 | $719,743 | 3.60% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 6,904 | $549,627 | 2.75% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 697 | $429,881 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,705 | $416,770 | 2.08% | |
| T |
At&T Inc.
Communication Services
|
Held | 12,177 | $353,011 | 1.77% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 598 | $276,987 | 1.39% |