Selby Wealth Management, LLC

EMERYVILLE, CA · CIK 2110725 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEmeryville, CA

$282.1m reported value +11.1% vs Q1 2026

83positions

44.8%in top 10

4 new 34 added 35 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	419,253	$19.7m6.98%	6.98%	Added +25.4k	+25,350 6.4%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	396,355	$18.0m6.39%	6.39%	Added +16.7k	+16,704 4.4%
3	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	345,746	$17.5m6.20%	6.20%	Reduced -15.5k	-15,492 -4.3%
4	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	249,994	$13.1m4.64%	4.64%	Added +5.4k	+5,355 2.2%
5	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	169,628	$11.5m4.09%	4.09%	Added +9.3k	+9,317 5.8%
6	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	420,915	$11.2m3.96%	3.96%	Added +18.3k	+18,293 4.5%
7	ISHARES TR CORE S&P SCP ETF IJR	IJR	70,026	$10.4m3.68%	3.68%	Reduced -3.2k	-3,198 -4.4%
8	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	87,222	$8.6m3.05%	3.05%	Reduced -467	-467 -0.5%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,959	$8.2m2.90%	2.90%	Added +37	+37 0.3%
10	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	161,291	$8.2m2.90%	2.90%	Added +17.8k	+17,848 12.4%
11	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	231,597	$7.8m2.78%	2.78%	Added +8.2k	+8,158 3.6%
12	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	42,232	$6.7m2.37%	2.37%	Added +7.9k	+7,907 23.0%
13	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	60,820	$6.3m2.24%	2.24%	Added +124	+124 0.2%
14	PROCTER AND GAMBLE CO COM PG	PG	42,977	$6.3m2.23%	2.23%	Unchanged
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	16,968	$6.3m2.23%	2.23%	Reduced -61	-61 -0.4%
16	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	25,100	$5.9m2.11%	2.11%	Added +5.7k	+5,748 29.7%
17	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	64,045	$5.9m2.09%	2.09%	Added +5.5k	+5,519 9.4%
18	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	181,021	$5.3m1.89%	1.89%	Added +1.6k	+1,574 0.9%
19	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	142,683	$5.3m1.86%	1.86%	Reduced -5.5k	-5,527 -3.7%
20	APPLE INC COM AAPL	AAPL	15,531	$4.5m1.59%	1.59%	Added +9	+9 0.1%
21	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	86,443	$4.1m1.45%	1.45%	Added +9.8k	+9,816 12.8%
22	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	130,458	$3.8m1.34%	1.34%	Added +5.1k	+5,095 4.1%
23	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	80,913	$3.7m1.31%	1.31%	Added +3.0k	+3,002 3.9%
24	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	73,111	$3.6m1.28%	1.28%	Added +11.1k	+11,137 18.0%
25	VANGUARD INDEX FDS MID CAP ETF VO	VO	40,389	$3.3m1.15%	1.15%	Reduced -627	-627 -1.5%
26	ISHARES TR RUS 1000 ETF IWB	IWB	7,785	$3.2m1.13%	1.13%	Unchanged
27	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	99,145	$3.1m1.11%	1.11%	Added +33	+33 0.0%
28	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	31,893	$3.1m1.11%	1.11%	Added +11.2k	+11,246 54.5%
29	ISHARES TR MSCI ACWI ETF ACWI	ACWI	19,510	$3.1m1.09%	1.09%	Reduced -979	-979 -4.8%
30	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	81,448	$3.1m1.08%	1.08%	Added +7.2k	+7,242 9.8%
31	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	41,505	$2.8m1.01%	1.01%	Reduced -1.1k	-1,123 -2.6%
32	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	41,780	$2.8m1.00%	1.00%	Added +1.5k	+1,453 3.6%
33	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	51,801	$2.6m0.94%	0.94%	Added +2.2k	+2,221 4.5%
34	INNOVATOR ETFS TRUST QUITY MANAGD FLR SFLR	SFLR	65,291	$2.5m0.89%	0.89%	Added +2.8k	+2,790 4.5%
35	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	20,281	$2.4m0.86%	0.86%	Reduced -2.0k	-2,003 -9.0%
36	ISHARES TR CORE S&P MCP ETF IJH	IJH	31,222	$2.4m0.85%	0.85%	Reduced -711	-711 -2.2%
37	ISHARES TR CORE DIV GRWTH DGRO	DGRO	30,487	$2.3m0.82%	0.82%	Reduced -46	-46 -0.1%
38	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	33,146	$2.3m0.82%	0.82%	Added +837	+837 2.6%
39	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	29,827	$2.2m0.79%	0.79%	Reduced -1.3k	-1,336 -4.3%
40	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	9,199	$2.0m0.72%	0.72%	Reduced -35	-35 -0.4%
41	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	21,470	$1.9m0.67%	0.67%	Added +8.6k	+8,580 66.6%
42	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	16,499	$1.9m0.67%	0.67%	Reduced -129	-129 -0.8%
43	ISHARES TR MSCI USA MIN VOL USMV	USMV	18,741	$1.8m0.64%	0.64%	Reduced -1.5k	-1,452 -7.2%
44	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,300	$1.6m0.57%	0.57%	Reduced -20	-20 -0.4%
45	SPDR SER TR MSCI USA STRTGIC QUS	QUS	8,548	$1.6m0.57%	0.57%	Unchanged
46	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	30,115	$1.6m0.55%	0.55%	Added +4.2k	+4,150 16.0%
47	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	39,199	$1.5m0.55%	0.55%	Reduced -8.2k	-8,197 -17.3%
48	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	36,535	$1.5m0.55%	0.55%	Reduced -100	-100 -0.3%
49	FLEXSHARES TR QUALT DIVD IDX QDF	QDF	16,403	$1.5m0.52%	0.52%	Reduced -120	-120 -0.7%
50	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	31,045	$1.4m0.51%	0.51%	Added +242	+242 0.8%
51	T ROWE PRICE ETF INC PRICE DIV GRWT TDVG	TDVG	27,921	$1.4m0.49%	0.49%	Added +2.1k	+2,076 8.0%
52	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	8,145	$1.3m0.45%	0.45%	Reduced -26	-26 -0.3%
53	ISHARES TR CORE S&P500 ETF IVV	IVV	1,678	$1.3m0.45%	0.45%	Added +4	+4 0.2%
54	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	24,901	$1.1m0.40%	0.40%	Reduced -543	-543 -2.1%
55	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,938	$1.0m0.36%	0.36%	Reduced -32	-32 -1.1%
56	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	11,663	$1.0m0.36%	0.36%	Reduced -85	-85 -0.7%
57	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	10,020	$1.0m0.36%	0.36%	Reduced -4.0k	-4,030 -28.7%
58	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,261	$928.7k0.33%	0.33%	Added +14	+14 1.1%
59	WISDOMTREE TR US MIDCAP DIVID DON	DON	15,959	$902.0k0.32%	0.32%	Reduced -1.5k	-1,503 -8.6%
60	ISHARES TR MSCI EAFE ETF EFA	EFA	7,695	$799.3k0.28%	0.28%	Added +1	+1 0.0%
61	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	6,443	$766.7k0.27%	0.27%	Unchanged
62	ISHARES TR CORE MSCI PAC IPAC	IPAC	9,086	$744.4k0.26%	0.26%	Reduced -190	-190 -2.0%
63	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	19,952	$720.9k0.26%	0.26%	Reduced -429	-429 -2.1%
64	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	7,034	$709.1k0.25%	0.25%	Reduced -58	-58 -0.8%
65	INNOVATOR ETFS TRUST EQUITY DEFINED AAPR	AAPR	22,700	$669.5k0.24%	0.24%	New
66	WELLS FARGO CO NEW COM WFC	WFC	6,904	$570.5k0.20%	0.20%	Unchanged
67	BLACKROCK ETF TRUST II ISHARES SHORT-TE CALI	CALI	10,997	$555.7k0.20%	0.20%	Added +2.7k	+2,703 32.6%
68	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	4,729	$530.1k0.19%	0.19%	Reduced -95	-95 -2.0%
69	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	674	$474.2k0.17%	0.17%	Reduced -23	-23 -3.3%
70	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	9,035	$427.8k0.15%	0.15%	New
71	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	7,573	$427.7k0.15%	0.15%	Added +60	+60 0.8%
72	JOHNSON & JOHNSON COM JNJ	JNJ	1,605	$407.6k0.14%	0.14%	Reduced -100	-100 -5.9%
73	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	6,200	$332.4k0.12%	0.12%	Unchanged
74	ISHARES TR US SML CAP EQT SMLF	SMLF	3,653	$325.6k0.12%	0.12%	New
75	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	578	$301.7k0.11%	0.11%	Reduced -20	-20 -3.3%
76	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	6,301	$279.5k0.10%	0.10%	Unchanged
77	ISHARES TR CORE US AGGBD ET AGG	AGG	2,586	$256.0k0.09%	0.09%	Reduced -440	-440 -14.5%
78	AT&T INC COM T	T	12,177	$252.1k0.09%	0.09%	Unchanged
79	SPDR SER TR S&P DIVID ETF SDY	SDY	1,625	$247.3k0.09%	0.09%	Reduced -202	-202 -11.1%
80	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	2,868	$232.5k0.08%	0.08%	Reduced -630	-630 -18.0%
81	INNOVATOR ETFS TRUST EQUITY DEF PROTN TJUL	TJUL	7,680	$232.2k0.08%	0.08%	Unchanged
82	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	2,059	$210.3k0.07%	0.07%	Unchanged
83	ALPHABET INC CAP STK CL A GOOGL	GOOGL	584	$208.7k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST AOCT	AOCT	24,600	$650.8k24.6k shares
INNOVATOR ETFS TRUST BOCT	BOCT	8,100	$388.7k8.1k shares