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SWM
Selby Wealth Management Portfolio holdings
AUM
$282M
This Fund
S&P 500
This Quarter
Est. Return
+0.71%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$248M
Cap. Flow
% of AUM
99.83%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$19M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$18.4M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$17.7M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$13M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$10.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 95.11% |
| 2 | Consumer Staples | 2.48% |
| 3 | Technology | 1.89% |
| 4 | Financials | 0.26% |
| 5 | Healthcare | 0.14% |
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Selby Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Selby Wealth Management, which disclosed 84 positions worth $248M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is JPMorgan Ultra-Short Income ETF: 375,758 shares worth $19M.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, followed by Consumer Staples and Technology.
- Selby Wealth Management's largest Q4 2025 buy was JPMorgan Ultra-Short Income ETF: 375,758 shares worth $19M.
- Selby Wealth Management's ten largest holdings make up 49% of its $248M portfolio in Q4 2025.
- Selby Wealth Management disclosed 84 positions in Q4 2025, its first 13F filing on record.
Based on Selby Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.