My Purposeful Wealth Corp. Portfolio Holdings

My Purposeful Wealth Corp.

  • $279 Billion
  • Q2 2025

My Purposeful Wealth Corp. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $70.4B, Ishares Core S&P 500 ETF with a value of $19.8B, Ishares Core S&P Total U.S. St with a value of $15.1B, Vanguard Bd Index Fd Inc Total with a value of $10.5B, and Ishares Core S&P U.S Growth Et with a value of $10.2B.

Examining the 13F form we can see an increase of $66B in the current position value, from $213B to 279B.

My Purposeful Wealth Corp. is based out at Omaha, NE

Below you can find more details about My Purposeful Wealth Corp. portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $252 Billion
Industrials: $8.43 Billion
Technology: $6.85 Billion
Financial Services: $3.57 Billion
Consumer Cyclical: $2.96 Billion
Communication Services: $1.84 Billion
Consumer Defensive: $458 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$3.1 Billion 1.11% of portfolio
6,607
Q2 2025 Added 33.66%
$3.69T
$2.65 Billion 0.95% of portfolio
12,444
Q2 2025 Added 37.37%
$456B
$1.92 Billion 0.69% of portfolio
10,696
Q2 2025 Added 301.8%
$3.95T
$1.85 Billion 0.66% of portfolio
3,516
Q2 2025 Added 48.29%
$2.26T
$1.59 Billion 0.57% of portfolio
7,172
Q2 2025 Added 21.7%
$1.08T
$868 Million 0.31% of portfolio
2,713
Q2 2025 Added 31.64%
$1.78T
$732 Million 0.26% of portfolio
948
Q2 2025 Added 101.7%
$1.24T
$577 Million 0.21% of portfolio
2,928
Q2 2025 Added 55.0%
$1.21T
$528 Million 0.19% of portfolio
2,695
Q2 2025 Added 36.87%
$859B
$269 Million 0.1% of portfolio
921
Q2 2025 New
$281B
$247 Million 0.09% of portfolio
2,387
Q2 2025 New
$405B
$215 Million 0.08% of portfolio
555
Q2 2025 New
$439B
$211 Million 0.08% of portfolio
218
Q2 2025 New
$551B
$208 Million 0.07% of portfolio
613
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $279 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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