My Purposeful Wealth Corp. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $335 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $75.5B, Ishares Core S&P 500 ETF with a value of $20.8B, Ishares Core S&P Total U.S. St with a value of $16.3B, Morgan Stanley ETF Trust with a value of $12.3B, and Ishares Core S&P U.S Growth Et with a value of $11.5B.

Examining the 13F form we can see an increase of $56.1B in the current position value, from $279B to 335B.

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 $335 Billion
ETFs: $271 Billion
Consumer Cyclical: $16 Billion
Communication Services: $10.4 Billion
Technology: $8.91 Billion
Industrials: $7.8 Billion
Financial Services: $5.93 Billion
Healthcare: $886 Million
Consumer Defensive: $252 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $335 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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