SELBY WEALTH MANAGEMENT, LLC

Filed: 4/9/2026ACC: 0001951757-26-000550

📋 What this filing means

SELBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $253.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$253.87M

Total AUM (reported)

4.46M

Total Shares

Allocation by class

CORE PLUS BD ETF$18.54M7.3%

ULTRA SHRT ETF$18.28M7.2%

TOTAL BD ETF$17.32M6.8%

ISHARES FLEXIBLE$12.70M5.0%

COM$11.47M4.5%

MULTISECTOR BD$10.55M4.2%

ISHARES US EQUIT$9.33M3.7%

Portfolio Concentration

Top 3$54.15M21.3%

4–10$63.49M25.0%

11–25$67.40M26.5%

Rest$68.84M27.1%

Top 3 weight

21.3%

Top 10 weight

46.3%

Voting Authority Distribution

Total shares with voting rights: 4.46M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.46M

% of voting shares100.0%

Investment Discretion (by position count)

Sole81

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings81

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares393.90K

TypeSH

Market value$18.54M

7.30%

Sole

0.00

Shared

0.00

None

393.90K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares361.24K

TypeSH

Market value$18.28M

7.20%

Sole

0.00

Shared

0.00

None

361.24K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares379.65K

TypeSH

Market value$17.32M

6.82%

Sole

0.00

Shared

0.00

None

379.65K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares244.64K

TypeSH

Market value$12.70M

5.00%

Sole

0.00

Shared

0.00

None

244.64K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares402.62K

TypeSH

Market value$10.55M

4.16%

Sole

0.00

Shared

0.00

None

402.62K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares160.31K

TypeSH

Market value$9.33M

3.67%

Sole

0.00

Shared

0.00

None

160.31K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares73.22K

TypeSH

Market value$9.10M

3.59%

Sole

0.00

Shared

0.00

None

73.22K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares87.69K

TypeSH

Market value$7.41M

2.92%

Sole

0.00

Shared

0.00

None

87.69K

ISHARES U S ETF TR

SOLE

SHORT DURATION B

Shares143.44K

TypeSH

Market value$7.29M

2.87%

Sole

0.00

Shared

0.00

None

143.44K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares10.92K

TypeSH

Market value$7.10M

2.80%

Sole

0.00

Shared

0.00

None

10.92K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares223.44K

TypeSH

Market value$6.51M

2.56%

Sole

0.00

Shared

0.00

None

223.44K

PROCTER & GAMBLE CO

SOLE

COM

Shares42.98K

TypeSH

Market value$6.21M

2.45%

Sole

0.00

Shared

0.00

None

42.98K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares60.70K

TypeSH

Market value$5.87M

2.31%

Sole

0.00

Shared

0.00

None

60.70K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares17.03K

TypeSH

Market value$5.46M

2.15%

Sole

0.00

Shared

0.00

None

17.03K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares58.53K

TypeSH

Market value$5.40M

2.13%

Sole

0.00

Shared

0.00

None

58.53K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares34.33K

TypeSH

Market value$5.08M

2.00%

Sole

0.00

Shared

0.00

None

34.33K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares179.45K

TypeSH

Market value$4.60M

1.81%

Sole

0.00

Shared

0.00

None

179.45K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares148.21K

TypeSH

Market value$4.59M

1.81%

Sole

0.00

Shared

0.00

None

148.21K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares19.35K

TypeSH

Market value$4.16M

1.64%

Sole

0.00

Shared

0.00

None

19.35K

APPLE INC

SOLE

COM

Shares15.52K

TypeSH

Market value$3.94M

1.55%

Sole

0.00

Shared

0.00

None

15.52K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares77.91K

TypeSH

Market value$3.36M

1.32%

Sole

0.00

Shared

0.00

None

77.91K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares125.36K

TypeSH

Market value$3.15M

1.24%

Sole

0.00

Shared

0.00

None

125.36K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares76.63K

TypeSH

Market value$3.08M

1.21%

Sole

0.00

Shared

0.00

None

76.63K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares99.11K

TypeSH

Market value$3.04M

1.20%

Sole

0.00

Shared

0.00

None

99.11K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares10.25K

TypeSH

Market value$2.94M

1.16%

Sole

0.00

Shared

0.00

None

10.25K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	393.90K	SH	$18.54M 7.30%	393.90K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	361.24K	SH	$18.28M 7.20%	361.24K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	379.65K	SH	$17.32M 6.82%	379.65K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	244.64K	SH	$12.70M 5.00%	244.64K
PIMCO ETF TRSOLE	MULTISECTOR BD	402.62K	SH	$10.55M 4.16%	402.62K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	160.31K	SH	$9.33M 3.67%	160.31K
ISHARES TRSOLE	CORE S&P SCP ETF	73.22K	SH	$9.10M 3.59%	73.22K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	87.69K	SH	$7.41M 2.92%	87.69K
ISHARES U S ETF TRSOLE	SHORT DURATION B	143.44K	SH	$7.29M 2.87%	143.44K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	10.92K	SH	$7.10M 2.80%	10.92K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	223.44K	SH	$6.51M 2.56%	223.44K
PROCTER & GAMBLE COSOLE	COM	42.98K	SH	$6.21M 2.45%	42.98K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	60.70K	SH	$5.87M 2.31%	60.70K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	17.03K	SH	$5.46M 2.15%	17.03K
PIMCO ETF TRSOLE	ACTIVE BD ETF	58.53K	SH	$5.40M 2.13%	58.53K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	34.33K	SH	$5.08M 2.00%	34.33K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	179.45K	SH	$4.60M 1.81%	179.45K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	148.21K	SH	$4.59M 1.81%	148.21K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	19.35K	SH	$4.16M 1.64%	19.35K
APPLE INCSOLE	COM	15.52K	SH	$3.94M 1.55%	15.52K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	77.91K	SH	$3.36M 1.32%	77.91K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	125.36K	SH	$3.15M 1.24%	125.36K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	76.63K	SH	$3.08M 1.21%	76.63K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	99.11K	SH	$3.04M 1.20%	99.11K
VANGUARD INDEX FDSSOLE	MID CAP ETF	10.25K	SH	$2.94M 1.16%	10.25K

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