MY Wealth Management Inc.

CIK

1827845

Location

GERMANTOWN, MD

Portfolio Value

Micro $3,724,954

Diversification

Highly concentrated

Filing Date

Global Rank

#6,809 / 6,964 ▲ 1422

Top Industry

Lodging 42.5%

3Y Alpha vs SPY

-10.3%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+33.0%

SPY

+75.6%

Annualised alpha

-10.7%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

4 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

42.5%

−12.2 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

3,147

Highly concentrated−687

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	42.5%	$1,581,307	1
Technology	26.8%	$997,010	1
Financial Services	24.2%	$900,576	1
Consumer Defensive	6.6%	$246,061	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BSY	Bentley Systems Inc	−11,073	33,356	$997,010
MAR	Marriott International Inc /Md/	−140	4,267	$1,581,307
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
INDB	Independent Bank Corp	10,757	$900,576
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	136,392	$9,293,750
VB	Vanguard Morningstar Small-Cap ETF	17,081	$4,473,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 tracked positions · $3,724,954 total · filing declares 46 positions · $142,002,292 · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,267	-140	$1,581,307	+9.7%	42.45%
BSY	Bentley Systems Inc Technology	Reduced	33,356	-11,073	$997,010	−36.1%	26.77%
INDB	Independent Bank Corp Financial Services	NEW	10,757	NEW	$900,576	NEW	24.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,678	0	$246,061	+1.5%	6.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.