Selby Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Emeryville, CA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$282,096
Net value change ($000)
+28,223 (11.1%)
New positions
4
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 2,209 23.7%
VIG 1,777 42.7%
VYM 1,591 31.3%
SCHG 1,328 20.4%
IJR 1,284 14.1%
JGRO 1,188 16.0%
VYMI 1,186 60.9%
JCPB 1,135 6.1%
SPY 1,081 15.2%
CGGR 1,000 32.5%
Top Reduces (Value $000, Stocks/ETFs)
JPST -798 -4.4%
AOCT -651 -100.0%
GBIL -404 -28.7%
BOCT -389 -100.0%
TOTL -336 -17.8%
ACWV -225 -8.4%
T -101 -28.6%
USMV -65 -3.5%
SPLV -45 -2.0%
AGG -44 -14.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type