My Wealth Management Inc. Portfolio Holdings

My Wealth Management Inc.

  • $114 Million
  • Q3 2025

My Wealth Management Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Trendpilot Us Lar with a value of $12.8M, Jp Morgan Ultra Short Mun Inco with a value of $12.7M, Pacer Fds Tr Trendpliot 100 Et with a value of $10.3M, Ishares Core S&P 500 ETF with a value of $10.3M, and Blackrock Ultra Short Term Bon with a value of $9.41M.

Examining the 13F form we can see an increase of $9.66M in the current position value, from $104M to 114M.

Below you can find more details about My Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
ETFs: $107 Million
Technology: $2 Million
Consumer Cyclical: $1.15 Million
Consumer Defensive: $257,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $114 Million
  • Prior Value $104 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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