My Purposeful Wealth Corp. Portfolio Holdings

My Purposeful Wealth Corp.

$213 Billion
Q1 2025

My Purposeful Wealth Corp. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $58.6B, Ishares Core S&P 500 ETF with a value of $18.3B, Ishares Core S&P Total U.S. St with a value of $13.4B, Vanguard Bd Index Fd Inc Total with a value of $9.79B, and Vanguard Mid Cap Value Index F with a value of $7.86B.

Examining the 13F form we can see an decrease of $8B in the current position value, from $221B to 213B.

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 $213 Billion

ETFs: $198 Billion

Industrials: $6.72 Billion

Technology: $3.19 Billion

Financial Services: $2.63 Billion

Consumer Cyclical: $1.66 Billion

Communication Services: $871 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$58.6 Billion 27.53% of portfolio	158,021	Q1 2025 Added 3.23%
IVV Ishares Core S&P 500 ETF ETFs	$0	$18.3 Billion 8.61% of portfolio	32,626	Q1 2025 Reduced 16.51%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$13.4 Billion 6.3% of portfolio	109,937	Q1 2025 Reduced 11.49%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$9.79 Billion 4.6% of portfolio	133,250	Q1 2025 New
VOE Vanguard Mid Cap Value Index F ETFs	$0	$7.86 Billion 3.69% of portfolio	48,977	Q1 2025 Added 33.02%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$7.66 Billion 3.6% of portfolio	60,285	Q1 2025 Reduced 0.65%
UNP Union Pacific Corp Industrials	$136B	$6.72 Billion 3.16% of portfolio	28,454	Q1 2025 Reduced 35.74%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$6.3 Billion 2.96% of portfolio	17,434	Q1 2025 Added 48.39%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$5.8 Billion 2.72% of portfolio	49,354	Q1 2025 Added 26.46%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$5.73 Billion 2.69% of portfolio	112,241	Q1 2025 Reduced 20.79%
VTV Vanguard Value ETF ETFs	$0	$5.31 Billion 2.5% of portfolio	30,752	Q1 2025 Reduced 27.42%
VTI Vanguard Total Stock Market Et ETFs	$0	$5.28 Billion 2.48% of portfolio	19,213	Q1 2025 Reduced 12.02%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$4.84 Billion 2.28% of portfolio	52,477	Q1 2025 Reduced 29.83%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$4.46 Billion 2.1% of portfolio	190,345	Q1 2025 Added 19.62%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$4.09 Billion 1.92% of portfolio	185,031	Q1 2025 Added 27.32%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$3.74 Billion 1.76% of portfolio	47,672	Q1 2025 Added 35.64%
IWN Ishares Russell2000 Val ETF ETFs	$0	$3.61 Billion 1.69% of portfolio	23,893	Q1 2025 Added 29.31%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$3.16 Billion 1.49% of portfolio	12,376	Q1 2025 Added 23.02%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$648B	$2.63 Billion 1.24% of portfolio	4,943	Q1 2025 Reduced 7.87%
VBR Vanguard Small Cap Value ETF ETFs	$0	$2.44 Billion 1.14% of portfolio	13,072	Q1 2025 Added 40.36%
AAPL Apple Inc. Technology	$3.22T	$2.01 Billion 0.95% of portfolio	9,059	Q1 2025 Reduced 17.41%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.77 Billion 0.83% of portfolio	17,935	Q1 2025 Reduced 11.1%
SPMD Spdr Portfolio ETFs	$0	$1.69 Billion 0.79% of portfolio	33,043	Q1 2025 Added 12.58%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$1.69 Billion 0.79% of portfolio	21,919	Q1 2025 Added 20.94%
SPYG Spdr Portfolio ETFs	$0	$1.66 Billion 0.78% of portfolio	20,700	Q1 2025 Added 123.66%
VO Vanguard Mid Cap ETF ETFs	$0	$1.64 Billion 0.77% of portfolio	6,327	Q1 2025 Reduced 17.38%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$1.56 Billion 0.73% of portfolio	22,884	Q1 2025 Added 5.98%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$1.46 Billion 0.69% of portfolio	11,717	Q1 2025 Added 47.46%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$1.41 Billion 0.66% of portfolio	5,762	Q1 2025 Added 18.76%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.38 Billion 0.65% of portfolio	37,936	Q1 2025 Reduced 18.38%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.2 Billion 0.57% of portfolio	23,677	Q1 2025 Reduced 5.53%
AMZN Amazon Com Inc Consumer Cyclical	$2.12T	$1.12 Billion 0.53% of portfolio	5,893	Q1 2025 Reduced 6.76%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$1.08 Billion 0.51% of portfolio	18,141	Q1 2025 Added 5.84%
IEFA Ishares Tr ETFs	$0	$1.05 Billion 0.5% of portfolio	13,939	Q1 2025 Reduced 10.19%
MSFT Microsoft Corp Technology	$3.49T	$890 Million 0.42% of portfolio	2,371	Q1 2025 Reduced 33.55%
VV Vanguard Large Cap ETF ETFs	$0	$824 Million 0.39% of portfolio	3,206	Q1 2025 Added 4.91%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$828 Million 0.39% of portfolio	12,589	Q1 2025 Added 8.3%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$755 Million 0.35% of portfolio	9,093	Q1 2025 Added 16.15%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$729 Million 0.34% of portfolio	1,303	Q1 2025 Reduced 20.55%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$643 Million 0.3% of portfolio	12,950	Q1 2025 Reduced 13.65%
VGT Vanguard Information Technolog ETFs	$0	$555 Million 0.26% of portfolio	1,023	Q1 2025 Added 1.39%
IEMG Ishares Inc ETFs	$0	$551 Million 0.26% of portfolio	10,213	Q1 2025 Added 2.98%
TSLA Tesla, Inc. Consumer Cyclical	$899B	$534 Million 0.25% of portfolio	2,061	Q1 2025 Added 33.23%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$449 Million 0.21% of portfolio	7,698	Q1 2025 Reduced 15.87%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$434 Million 0.2% of portfolio	5,106	Q1 2025 Reduced 26.47%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$432 Million 0.2% of portfolio	9,546	Q1 2025 Reduced 4.2%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$422 Million 0.2% of portfolio	1,676	Q1 2025 Added 74.58%
IWS Ishares Russell Midcap Value E ETFs	$0	$428 Million 0.2% of portfolio	3,394	Q1 2025 Added 4.27%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$382 Million 0.18% of portfolio	6,438	Q1 2025 Reduced 17.54%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$335 Million 0.16% of portfolio	4,028	Q1 2025 Added 26.47%

Summary

Portfolio
No. of Stocks 62
Current Value $213 Billion
Prior Value $221 Billion
Filing
Period Q1 2025
Filing Date May 02, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 4 stocks
Additional Purchases 30 stocks
Sold out of 0 stocks
Reduced holdings in 28 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.

Account

My Purposeful Wealth Corp. Portfolio Holdings