Selby Wealth Management, LLC - Portfolio Stock Holdings
Selby Wealth Management, LLC disclosed 88 stock positions in a recent SEC 13F filing. $284,296,090 of stock holdings were filed, with the largest holdings including JCPB, JPST, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $544,790,253 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$284,296,090Top Stock Holdings By Sector
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Portfolio Stock Holdings - Selby Wealth Management, LLC
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% of Portfolio
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