Institutional Fund
Selby Wealth Management, LLC
Emeryville, CACIK 21107252 filings on record
Portfolio Value
$253.87M
Q1 2026
Holdings
81
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.4%
from $248.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F7.3%
- J P Morgan Exchange Traded F7.2%
- Fidelity Merrimack Str Tr6.8%
- Blackrock ETF Trust II5.0%
- Pimco ETF Tr4.2%
- Blackrock ETF Trust3.7%
- Other65.8%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 393.9K | $18.54M | 7.3% | +6.2K | Added |
| 2 | J P Morgan Exchange Traded F | 361.2K | $18.28M | 7.2% | −14.5K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 379.7K | $17.32M | 6.8% | −2.0K | Reduced |
| 4 | Blackrock ETF Trust II | 244.6K | $12.70M | 5.0% | −56 | Reduced |
| 5 | Pimco ETF Tr | 402.6K | $10.55M | 4.2% | +7.3K | Added |
| 6 | Blackrock ETF Trust | 160.3K | $9.33M | 3.7% | +4.5K | Added |
| 7 | Ishares Tr | 73.2K | $9.10M | 3.6% | −688 | Reduced |
| 8 | J P Morgan Exchange Traded F | 87.7K | $7.41M | 2.9% | −750 | Reduced |
| 9 | Ishares U S ETF Tr | 143.4K | $7.29M | 2.9% | +86.1K | Added |
| 10 | Spdr S&P 500 ETF Tr | 10.9K | $7.10M | 2.8% | −540 | Reduced |
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