Long-term investor
Selby Wealth Management, LLC @selbywealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110725).
Record
- Tracked since 2025-12-31 (261 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JCPB · 7.0% · long · since 2025-12-31
- FBND · 6.4% · long · since 2025-12-31
- JPST · 6.2% · long · since 2025-12-31
- BINC · 4.6% · long · since 2025-12-31
- DYNF · 4.1% · long · since 2025-12-31
- PYLD · 4.0% · long · since 2025-12-31
- IJR · 3.7% · long · since 2025-12-31
- JGRO · 3.0% · long · since 2025-12-31
- SPY · 2.9% · long · since 2025-12-31
- NEAR · 2.9% · long · since 2025-12-31
- SCHG · 2.8% · long · since 2025-12-31
- VYM · 2.4% · long · since 2025-12-31