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.

Portfolio value $104 Million
ETFs: $97.1 Million
Technology: $2.4 Million
Consumer Cyclical: $1.2 Million
Consumer Defensive: $267,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $104 Million
  • Prior Value $103 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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