13F Insight
DOSSIER · 13F-HR · Q2 2026

MY Wealth Management Inc.

$142M in tracked AUM across 46 positions as of Q2 2026.

MW
CIK 0001827845 · last filed Jun 30, 2026
Total AUM
$142M
as of Q2 2026
Holdings
46
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MY Wealth Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ICSH
ISHARES TR
$17M327K11.6%02
PTLC
PACER FDS TR
$12M200K8.2%03
HEGD
LISTED FDS TR
$11M430K8.1%04
PTNQ
PACER FDS TR
$11M124K7.7%05
VGT
VANGUARD WORLD FD
$10M86K7.2%06
JMST
J P MORGAN EXCHANGE TRADED F
$7M141K5.1%07
SPMO
INVESCO EXCH TRADED FD TR II
$5M31K3.5%08
IVV
ISHARES TR
$5M7K3.5%09
HYMB
SPDR SERIES TRUST
$5M189K3.4%10
VONG
VANGUARD SCOTTSDALE FDS
$5M37K3.3%

Filing history

2026Q2Jun 30
$142M▲ 37.4%
46 positionsView →2026Q1Mar 31
$103M▼ 9.9%
26 positionsView →2025Q4Dec 31
$115M▲ 0.6%
37 positionsView →2025Q3Sep 30
$114M▲ 9.3%
34 positionsView →2025Q2Jun 30
$104M▲ 1.0%
31 positionsLocked2025Q1Mar 31
$103M▲ 3.2%
26 positionsLocked2024Q4Dec 31
$100M▲ 1.6%
26 positionsLocked2024Q3Sep 30
$99M▲ 12.3%
26 positionsLocked2024Q2Jun 30
$88M▼ 3.1%
24 positionsLocked2024Q1Mar 31
$91M▼ 14.7%
25 positionsLocked2023Q4Dec 31
$106M▲ 5.6%
26 positionsLocked2023Q3Sep 30
$101M▼ 8.2%
29 positionsLocked
Showing 12 of 19