My Wealth Management Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Million distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Ultra Short Mun Inco with a value of $15.2M, Pacer Fds Tr Trendpilot Us Lar with a value of $11.9M, Pacer Fds Tr Trendpliot 100 Et with a value of $9.36M, Blackrock Ultra Short Term Bon with a value of $9.29M, and Ishares Core S&P 500 ETF with a value of $7.99M.
Examining the 13F form we can see an increase of $1.03M in the current position value, from $103M to 104M.
Below you can find more details about My Wealth Management Inc. portfolio as well as his latest detailed transactions.