Selby Wealth Management, LLC ETF holdings
Emeryville, CA
Reported $269.9M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$269.9M
ETFs held
77
Change from prior quarter
+11.3%
With price moves
ETFs as a share of its 13F
95.7%
of $282.1M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JCPB | JPMorgan Core Plus Bond ETF | $19.7M | 419,253 | +25,350 shares |
| FBND | Fidelity Total Bond ETF | $18.0M | 396,355 | +16,704 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $17.5M | 345,746 | −15,492 shares |
| BINC | iShares Flexible Income Active ETF | $13.1M | 249,994 | +5,355 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $11.5M | 169,628 | +9,317 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $11.2M | 420,915 | +18,293 shares |
| IJR | iShares Core S&P Small-Cap ETF | $10.4M | 70,026 | −3,198 shares |
| JGRO | JPMorgan Active Growth ETF | $8.6M | 87,222 | −467 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $8.2M | 10,959 | +37 shares |
| NEAR | iShares Short Duration Bond Active ETF | $8.2M | 161,291 | +17,848 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110725. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Selby Wealth Management, LLC own?
Selby Wealth Management, LLC reported 77 ETF positions worth $269.9M in its Form 13F for June 30, 2026. The largest was JCPB, at $19.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.