Selby Wealth Management, LLC - Portfolio overview

Selby Wealth Management, LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 7.30%
2. JPST - J P MORGAN EXCHANGE TRADED F, 7.20%
3. FBND - FIDELITY MERRIMACK STR TR, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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