MY Wealth Management

Latest statistics and disclosures from MY Wealth Management's latest quarterly 13F-HR filing:

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Positions held by MY Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 15.1 $16M +2777% 172k 91.03
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.2 $14M +211% 143k 95.37
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Ishares Tr Core S&p500 Etf (IVV) 11.0 $11M +37% 20k 561.90
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 8.7 $9.0M -19% 175k 51.45
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Spdr Series Trust State Street Spd (SPTS) 7.9 $8.2M +95% 281k 29.24
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Spdr Series Trust State Street Spd (SHM) 6.4 $6.6M +1286% 138k 47.60
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 6.0 $6.2M +97% 170k 36.52
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Pacer Fds Tr Globl Cash Etf (GCOW) 4.9 $5.0M +6% 136k 36.98
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Vanguard World Inf Tech Etf (VGT) 4.7 $4.9M +6% 9.0k 542.36
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Ishares Silver Tr Ishares (SLV) 4.1 $4.2M NEW 136k 30.99
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Vanguard Index Fds Mid Cap Etf (VO) 3.8 $4.0M +7% 15k 258.62
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Vanguard Index Fds Small Cp Etf (VB) 3.7 $3.8M 17k 221.75
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Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $2.2M +7% 38k 58.35
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.9 $1.9M -68% 38k 50.85
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Bentley Sys Com Cl B (BSY) 1.7 $1.7M +14% 44k 39.34
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Spdr Series Trust State Street Spd (SPYG) 1.0 $1.1M +7% 13k 80.37
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Marriott Intl Cl A (MAR) 1.0 $1.0M 4.4k 238.20
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $464k +2% 4.1k 113.77
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Spdr Series Trust State Street Spd (SPYM) 0.4 $437k +5% 6.6k 65.76
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $355k +36% 2.8k 128.96
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $327k +9% 1.3k 257.03
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Procter & Gamble Company (PG) 0.3 $286k 1.7k 170.42
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $235k +3% 2.2k 104.57
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Vanguard Index Fds Growth Etf (VUG) 0.2 $230k +8% 621.00 370.82
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $219k +3% 1.0k 210.94
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $216k +5% 7.5k 28.86
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Past Filings by MY Wealth Management

SEC 13F filings are viewable for MY Wealth Management going back to 2021