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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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