Selby Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 86 total holdings held in the firm's sole discretion.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with major providers including BlackRock, iShares, Invesco, and PIMCO represented. Among individual stocks, Apple Inc. is the largest holding, with 14,586 shares. Other notable individual stock positions include Procter & Gamble Co. (42,977 shares), Johnson & Johnson (1,605 shares), and Microsoft Corp. (435 shares).
The filing also identifies significant positions in various ETFs focused on broad market indices, such as the iShares Core S&P 500 ETF (16,682 shares) and the iShares Core S&P Small-Cap ETF (67,085 shares). Additionally, Selby holds substantial positions in ETFs tracking specific market segments, including the Schwab Strategic Trust U.S. Large Cap ETF (177,257 shares) and the Vanguard Total Stock Market ETF (16,589 shares).
