Holdings

Selby Wealth Management, LLC

As of Sep 30, 2026, Selby Wealth Management, LLC reported 83 positions worth US$261M. Largest: JPMorgan Ultra-Short Income ETF, Fidelity Total Bond ETF and iShares Flexible Income Active ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
JPMorgan Ultra-Short Income ETF343KUS$17.3MnewSep 30, 2026
Fidelity Total Bond ETF398KUS$17.2MnewSep 30, 2026
iShares Flexible Income Active ETF257KUS$13MnewSep 30, 2026
iShares U.S. Equity Factor Rotation Active ETF177KUS$12.3MnewSep 30, 2026
PIMCO Multisector Bond Active Exchange-Traded Fund448KUS$11.4MnewSep 30, 2026
iShares Core S&P Small Cap ETF67,085US$9.13MnewSep 30, 2026
Schwab U.S. Large-Cap Growth ETF237KUS$8.51MnewSep 30, 2026
iShares Short Duration Bond Active ETF170KUS$8.46MnewSep 30, 2026
State Street SPDR S&P 500 ETF10,980US$8.37MnewSep 30, 2026
JPMorgan Active Growth ETF78,399US$7.57MnewSep 30, 2026