Selby Wealth Management, LLC
•CIK: 2110725•Filing: Q4 2025
**Selby Wealth Management, LLC** manages $248M across a diversified portfolio of 84 positions. The fund exhibits significant concentration in technology and consumer sectors, highlighted by top holdings including JPST at $19.0M and JCPB at $18.4M. Further allocations are notable in FBND ($17.6M) and BINC ($12.9M), suggesting a tactical approach to growth and income generation. This structure indicates a focused, actively managed mandate within established market leaders.
Total AUM
$248.0M
QoQ Performance
N/A
Positions
40
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST
JCPB
FBND
BINC
JPST7.7%
JCPB7.4%
FBND7.1%
BINC5.2%
PYLD4.3%
DYNF3.8%
IJR3.6%
JGRO3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.1%
ETF3.6%
Technology1.8%
Financial0.3%
Healthcare0.1%
Communication0.1%