Selby Wealth Management, LLC
Long book
$253.9M
Q1 2026
Positions
81
Top-10 weight
46%
concentration
Last quarter
+8.1%
SPY +14.8%
Turnover
4%
of book per quarter
Strategy in plain words
auto-generated from filingsSelby Wealth Management, LLC is a wealth-management firm allocating client money, running a $253.9M US long book across 81 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: JPMORGAN CORE PLUS BOND ETF, JPMORGAN ULTRA-SHORT INCOME, FIDELITY TOTAL BOND ETF, ISHARES FLEX I A ETF-USD INC, PIMCO MULTISECTOR BOND ACTV.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.4%
Q1 2026
+8.1%
Sector allocation
Other 54%
Technology 34%
Financials 5%
Healthcare 4%
Communications 3%