Selby Wealth Management Q2 Portfolio Activity: Focus on ETF Purchases

As of June 30th, 2026, Selby Wealth Management has reported activity across its investment holdings. The firm manages a substantial portfolio valued at $278 million.

The most significant change during this quarter involved the addition of new positions and increases in existing ones:

• VO (Vanguard Index Funds) saw a massive increase, with 30,135 shares added representing approximately $4.2 million in value.
• AAPR (Innovator ETFS Trust) was a new addition to the portfolio, valued at $670k.
• VUG (Vanguard Index Funds) experienced significant growth with 9,705 shares added.
• VANGUARD WHITEHALL FDS (VYMI) also showed substantial buying activity, with 12.47% share growth.
• SPLG (SPDR Series Trust) increased by a notable 66.56% in shares during the quarter.

In contrast, Selby Wealth Management also made adjustments to other holdings:

• J P MORGAN EXCHANGE TRADED FUND (JPST) saw a decrease of 4.29% in its portfolio allocation.
• DYNF (Blackrock ETF Trust) experienced an increase, though it was already present and not a major new purchase.
• The firm also reduced its position in FIDELITY MERRIMACK STRATEGY TRUST (FBND) by 4.4%.
• JCPB (JPMorgan ETF Fund) allocation increased slightly, while NEAR saw a significant share increase.

The portfolio's sector allocations remained dominated by 'Unknown' holdings at 95.61%, with other sectors including Consumer Defensive, Technology, Financial Services, Communication Services, and Healthcare showing smaller percentages but still being part of the mix.

Overall, Selby Wealth Management demonstrated a dynamic approach to managing its portfolio this quarter, focusing on adding exposure to specific Vanguard funds while making minor adjustments elsewhere. The firm's holdings include 81 distinct investment vehicles, with top five positions accounting for approximately 28.3% of the total value.