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My Portfolio Guide

Latest statistics and disclosures from My Portfolio Guide's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002132204

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Positions held by My Portfolio Guide consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for My Portfolio Guide

My Portfolio Guide holds 166 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPAB)	16.3	$29M	1.1M	25.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	10.4	$19M	203k	92.66	View chart
Spdr Series Trust State Street Spd (SPSM)	9.0	$16M	337k	48.32	View chart
Spdr Series Trust State Street Spd (SPYM)	8.0	$15M	189k	76.54	View chart
Spdr Series Trust State Street Spd (SPMD)	6.5	$12M	198k	59.23	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	6.4	$12M	401k	28.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	6.2	$11M	101k	111.38	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	4.9	$8.9M	190k	46.91	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.5	$8.2M	209k	39.43	View chart
Apple (AAPL)	3.9	$7.1M	28k	253.79	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	3.3	$5.9M	238k	24.78	View chart
Spdr Series Trust State Street Spd (SPIB)	2.6	$4.6M	138k	33.54	View chart
Spdr Series Trust State Street Spd (SPTL)	2.0	$3.7M	140k	26.31	View chart
Ishares Tr Msci Poland Etf (EPOL)	1.6	$2.8M	78k	36.49	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.5	$2.7M	59k	45.05	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.4	$2.5M	42k	59.19	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$2.5M	36k	68.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$2.2M	27k	82.77	View chart
ConocoPhillips (COP)	0.6	$1.1M	8.1k	132.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.1M	14k	75.10	View chart
Qualcomm (QCOM)	0.6	$1.0M	8.0k	128.78	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.4	$700k	24k	28.95	View chart
Microsoft Corporation (MSFT)	0.4	$689k	1.8k	372.77	View chart
Ford Motor Company (F)	0.3	$587k	51k	11.54	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$564k	9.9k	56.86	View chart
Pfizer (PFE)	0.3	$558k	20k	28.08	View chart
Ryder System (R)	0.3	$554k	2.7k	204.73	View chart
Altria (MO)	0.3	$552k	8.4k	65.99	View chart
Wp Carey (WPC)	0.3	$511k	7.5k	67.96	View chart
Philip Morris International (PM)	0.3	$508k	3.1k	165.33	View chart
NVIDIA Corporation (NVDA)	0.3	$478k	2.7k	174.37	View chart
Ubs Group SHS (UBS)	0.3	$464k	12k	39.07	View chart
Southern Company (SO)	0.3	$455k	4.7k	96.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$443k	1.8k	250.59	View chart
CVS Caremark Corporation (CVS)	0.2	$354k	4.9k	71.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$314k	1.1k	287.64	View chart
Chevron Corporation (CVX)	0.2	$308k	1.5k	206.90	View chart
Bank of America Corporation (BAC)	0.1	$261k	5.4k	48.75	View chart
Amazon (AMZN)	0.1	$239k	1.1k	208.27	View chart
Broadcom (AVGO)	0.1	$231k	745.00	309.66	View chart
Eli Lilly & Co. (LLY)	0.1	$203k	221.00	919.16	View chart
Sofi Technologies (SOFI)	0.1	$201k	13k	15.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$188k	586.00	320.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$171k	283.00	605.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$171k	263.00	650.86	View chart
Oklo Com Cl A (OKLO)	0.1	$148k	3.0k	49.59	View chart
Costco Wholesale Corporation (COST)	0.1	$133k	134.00	994.26	View chart
Arista Networks Com Shs (ANET)	0.1	$126k	1.0k	122.78	View chart
Palantir Technologies Cl A (PLTR)	0.1	$125k	851.00	146.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$113k	236.00	479.20	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$101k	20k	5.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$90k	677.00	132.85	View chart
Tesla Motors (TSLA)	0.0	$85k	229.00	371.75	View chart
At&t (T)	0.0	$84k	2.9k	28.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$84k	942.00	88.65	View chart
Strategy Cl A New (MSTR)	0.0	$83k	668.00	124.80	View chart
Exxon Mobil Corporation (XOM)	0.0	$83k	491.00	169.73	View chart
Palo Alto Networks (PANW)	0.0	$79k	490.00	160.32	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$74k	1.1k	70.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$71k	1.7k	41.68	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$67k	1.0k	64.37	View chart
Netflix (NFLX)	0.0	$63k	650.00	96.15	View chart
Meta Platforms Cl A (META)	0.0	$60k	106.00	569.50	View chart
Abbvie (ABBV)	0.0	$57k	264.00	217.29	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$54k	2.6k	20.96	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$54k	572.00	93.67	View chart
JPMorgan Chase & Co. (JPM)	0.0	$51k	173.00	293.56	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$51k	1.2k	43.60	View chart
Cisco Systems (CSCO)	0.0	$50k	643.00	77.64	View chart
Coca-Cola Company (KO)	0.0	$49k	647.00	76.00	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.0	$45k	1.3k	34.04	View chart
Abbott Laboratories (ABT)	0.0	$43k	419.00	102.61	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$41k	882.00	46.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$41k	141.00	287.11	View chart
UnitedHealth (UNH)	0.0	$38k	141.00	270.13	View chart
Visa Com Cl A (V)	0.0	$38k	125.00	302.75	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.0	$38k	740.00	50.64	View chart
FedEx Corporation (FDX)	0.0	$37k	104.00	356.67	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.0	$36k	1.7k	21.57	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.0	$36k	1.7k	20.75	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.0	$35k	887.00	39.19	View chart
Proshares Tr Ether Etf (EETH)	0.0	$35k	1.3k	25.95	View chart
Clorox Company (CLX)	0.0	$33k	318.00	103.47	View chart
Enterprise Products Partners (EPD)	0.0	$32k	850.00	37.84	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$30k	632.00	47.05	View chart
Starbucks Corporation (SBUX)	0.0	$29k	327.00	89.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$29k	50.00	578.66	View chart
Johnson & Johnson (JNJ)	0.0	$29k	117.00	245.03	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$28k	597.00	47.40	View chart
3M Company (MMM)	0.0	$28k	194.00	145.12	View chart
Home Depot (HD)	0.0	$27k	82.00	330.51	View chart
Intel Corporation (INTC)	0.0	$25k	571.00	44.11	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$25k	267.00	92.30	View chart
Clean Energy Fuels (CLNE)	0.0	$24k	9.9k	2.48	View chart
Dell Technologies CL C (DELL)	0.0	$24k	146.00	164.23	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$24k	481.00	49.85	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$24k	1.3k	18.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$23k	289.00	78.66	View chart
Vistra Energy (VST)	0.0	$23k	151.00	149.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$21k	266.00	77.11	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.0	$21k	607.00	33.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$20k	218.00	92.71	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.0	$20k	520.00	38.60	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$18k	202.00	87.03	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$18k	250.00	70.29	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.0	$17k	311.00	54.63	View chart
Wells Fargo & Company (WFC)	0.0	$17k	212.00	79.65	View chart
Advanced Micro Devices (AMD)	0.0	$16k	79.00	203.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$15k	25.00	601.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$15k	300.00	49.81	View chart
Boeing Company (BA)	0.0	$13k	67.00	199.03	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$13k	56.00	234.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$13k	30.00	430.30	View chart
Mastercard Incorporated Cl A (MA)	0.0	$13k	25.00	499.68	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.0	$12k	166.00	72.68	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$12k	399.00	29.92	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.0	$11k	310.00	36.12	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$11k	55.00	201.24	View chart
Target Corporation (TGT)	0.0	$11k	87.00	120.54	View chart
Morgan Stanley Com New (MS)	0.0	$9.3k	56.00	165.55	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$8.8k	37.00	237.95	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$8.3k	400.00	20.76	View chart
Realty Income (O)	0.0	$7.9k	129.00	61.22	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$7.5k	100.00	75.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$6.9k	20.00	343.60	View chart
Ameren Corporation (AEE)	0.0	$6.8k	62.00	109.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$6.7k	120.00	55.52	View chart
Wal-Mart Stores (WMT)	0.0	$6.2k	50.00	124.54	View chart
Halliburton Company (HAL)	0.0	$6.1k	156.00	38.91	View chart
Constellation Energy (CEG)	0.0	$5.9k	21.00	280.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$5.8k	30.00	191.93	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$5.5k	150.00	36.81	View chart
Atyr Pharma Com New (ATYR)	0.0	$5.5k	7.0k	0.78	View chart
Carnival Corp Common Stock (CCL)	0.0	$5.4k	209.00	25.90	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.0	$4.9k	48.00	101.19	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$4.7k	250.00	18.70	View chart
Guardant Health (GH)	0.0	$4.6k	50.00	92.38	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$4.5k	30.00	151.27	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.0	$4.4k	100.00	44.18	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$4.0k	265.00	15.00	View chart
Allstate Corporation (ALL)	0.0	$3.8k	18.00	210.39	View chart
Walt Disney Company (DIS)	0.0	$3.7k	38.00	96.37	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$3.5k	50.00	69.30	View chart
Occidental Petroleum Corporation (OXY)	0.0	$3.3k	50.00	65.36	View chart
Capital One Financial (COF)	0.0	$2.6k	14.00	184.93	View chart
Super Micro Computer Com New (SMCI)	0.0	$2.6k	113.00	22.77	View chart
Merck & Co (MRK)	0.0	$1.9k	16.00	120.31	View chart
salesforce (CRM)	0.0	$1.9k	10.00	186.70	View chart
General Motors Company (GM)	0.0	$1.9k	25.00	74.52	View chart
Advanced Energy Industries (AEIS)	0.0	$1.6k	5.00	322.80	View chart
Block Cl A (XYZ)	0.0	$1.5k	25.00	60.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.5k	15.00	97.13	View chart
Williams Companies (WMB)	0.0	$1.5k	20.00	72.80	View chart
International Business Machines (IBM)	0.0	$1.2k	5.00	242.40	View chart
Roku Com Cl A (ROKU)	0.0	$1.1k	12.00	94.58	View chart
PNC Financial Services (PNC)	0.0	$1.0k	5.00	208.00	View chart
Ionq Inc Pipe (IONQ)	0.0	$1.0k	35.00	28.83	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$1.0k	30.00	33.50	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.0	$851.000500	35.00	24.31	View chart
4068594 Enphase Energy (ENPH)	0.0	$756.000000	20.00	37.80	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.0	$755.000400	12.00	62.92	View chart
Vici Pptys (VICI)	0.0	$683.000000	25.00	27.32	View chart
Welltower Inc Com reit (WELL)	0.0	$593.000100	3.00	197.67	View chart
Tidal Trust Ii Nicholas Defense	0.0	$434.000000	10.00	43.40	View chart
Cleveland-cliffs (CLF)	0.0	$423.000000	50.00	8.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$256.000000	1.00	256.00	View chart

Past Filings by My Portfolio Guide

SEC 13F filings are viewable for My Portfolio Guide going back to 2026

My Portfolio Guide 2026 Q1 filed May 6, 2026

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