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Joseph Wells

Selby Wealth Management, Llc

Assets Managed
$282.096M
Holdings
83
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.12%(2Q avg: 6.74%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Selby Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Selby Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 282.096M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Joseph Wells, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 6.44%
6.98%
$19.68M
419,253 shares@ $46.95 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.4%
6.4%
$18.03M
396,355 shares@ $45.5 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -4.28%
6.2%
$17.484M
345,746 shares@ $50.57 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 2.19%
4.64%
$13.085M
249,994 shares@ $52.35 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.82%
4.09%
$11.536M
169,628 shares@ $68.02 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.55%
3.96%
$11.163M
420,915 shares@ $26.52 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -4.36%
3.69%
$10.386M
70,026 shares@ $148.32 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -0.53%
3.05%
$8.599M
87,222 shares@ $98.59 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.34%
2.91%
$8.184M
10,959 shares@ $746.78 avg price
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 12.45%
2.9%
$8.171M
161,291 shares@ $50.67 avg price

1-10 of 83