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Selby Wealth Management - Q3 2026 13F Filings

SE

Selby Wealth Management, LLC

CIK: 0002110725
Address: California Emeryville 2200 Powell Street Suite 350
$284.3 M
Portfolio Value
86
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. HELO Jpmorgan Hedged Equity Laddered Overlay Etf
+$2.27 M
2. JCPB Jpmorgan Core Plus Bond Etf
+$1.79 M
3. SPLG Spdr Portfolio S&P 500 Etf
+$813,221.5
4. AJUL Innovator 2 Yr To July 2026
+$719,058
5. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$689,288.29

Top Sells

Q3 2026
1. TOTL Spdr Doubleline Total Return Tactical Etf
−$1.15 M
2. JGRO Jpmorgan Active Growth Etf
−$852,125.41
3. IJR Ishares Core S&P Small Cap Etf
−$400,095.29
4. AAPL Apple
−$314,712.15
5. SCHM Schwab Us Mid-Cap Etf
−$303,390.47

Asset Allocation

Stocks/ETFs
+0.78%
$284.3 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Selby Wealth Management Q3 2026 Filing Summary

Selby Wealth Management, LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 284.3 M reflecting a +0.78% change from the prior quarter, spanning 86 assets. The top 10 holdings comprised 44.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Selby Wealth Management’s Q3 2026 Filing

Selby Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Selby Wealth Management reported a managed portfolio value of 284.3 M, consisting of 86 individual positions.

This page displays the raw filing documents. To see which stocks Selby Wealth Management bought or sold during Q3 2026, please visit Selby Wealth Management's Portfolio Analysis page.