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CIK: 0001827845
Total reported value
$142.0M
$142.0M
26 檔
40.7%
During the Q1 2026 filing period, MY Wealth Management Inc. (CIK: 0001827845) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $142.0M across 26 reported positions.
MY Wealth Management Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 12 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 15.13% | -15.13% | EXIT | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.17% | -13.17% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.04% | -7.58% | +37.38% | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 8.71% | -0.49% | -19.97% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 7.95% | -4.66% | +95.89% | |
| 6 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 6.36% | -6.03% | +1286.46% | |
| 7 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 5.99% | -4.93% | +97.04% | |
| 8 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 4.88% | -2.56% | +6.40% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.75% | +2.45% | +6.64% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 4.09% | -4.09% | EXIT | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.83% | -2.30% | +7.02% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 3.67% | -1.70% | +0.17% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | -0.29% | +7.09% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.87% | +3.20% | -68.07% | |
| 15 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.69% | -0.99% | +14.57% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.04% | — | +7.06% | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.02% | +0.09% | — | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.45% | +1.56% | +2.95% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.05% | +5.51% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.12% | +36.54% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | -0.05% | +9.56% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.11% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | -0.06% | +3.94% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | -0.03% | +8.76% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.21% | -0.01% | +3.70% | |
| 26 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.21% | -0.21% | EXIT |
According to official SEC Form 13F filings, MY Wealth Management Inc. reported a total U.S. public equity portfolio value of $142.0M across 26 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including TLT, IEF, IVV) accounted for 40.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SLV
市值: $4.2M
Top Position Liquidated / Trimmed
PTNQ
前期市值: $10.1M
During Q1 2026, MY Wealth Management Inc.'s top holdings by market value included TLT (15.1%)、IEF (13.2%)、IVV (11.0%). The largest single position, TLT, represented 15.1% of total portfolio value.
In Q1 2026, MY Wealth Management Inc. made 36 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 2 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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