Selby Wealth Management, LLC
CIK: 0002110725SEC EDGAR →
Portfolio Value
$248.0M
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 375,758 | $19.0M | 7.66% |
| 2 | J P MORGAN EXCHANGE TRADED F | 387,675 | $18.4M | 7.40% |
| 3 | FIDELITY MERRIMACK STR TR | 381,648 | $17.6M | 7.08% |
| 4 | BLACKROCK ETF TRUST II | 244,695 | $12.9M | 5.21% |
| 5 | PIMCO ETF TR | 395,369 | $10.5M | 4.25% |
| 6 | BLACKROCK ETF TRUST | 155,852 | $9.5M | 3.82% |
| 7 | ISHARES TR | 73,912 | $8.9M | 3.58% |
| 8 | J P MORGAN EXCHANGE TRADED F | 88,439 | $8.2M | 3.31% |
| 9 | SCHWAB STRATEGIC TR | 236,729 | $7.7M | 3.11% |
| 10 | PROCTER AND GAMBLE CO | 42,977 | $6.2M | 2.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $223.8M | 93.6% |
| Consumer Defensive | 1 | $6.2M | 2.6% |
| Technology | 3 | $4.7M | 2.0% |
| Unknown | 3 | $3.7M | 1.6% |
| Healthcare | 1 | $352K | 0.1% |
| Communication Services | 1 | $302K | 0.1% |