MY Wealth Management Inc.
CIK
1827845
Location
GERMANTOWN, MD
Portfolio Value
Micro
$12,537,863
Diversification
Highly concentrated
Filing Date
Global Rank
#7,641
/ 8,232
▲ 628
Top Industry
Software - Application
48.1%
3Y Alpha vs SPY
-17.4%
Period ended 2 months ago
Filed May 4, 2026 · 41d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.9%
SPY
+76.3%
Annualised alpha
-17.6%
Max drawdown
−28.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
74.1%
+26.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,785
Highly concentrated+1,467
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.1% | $9,293,750 |
| Technology | 12.4% | $1,560,346 |
| Consumer Cyclical | 11.5% | $1,441,397 |
| Consumer Defensive | 1.9% | $242,370 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSY | Bentley Systems Inc | +5,650 | 44,429 | $1,560,346 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLV | iShares Silver Trust | 136,392 | $9,293,750 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$12,537,863 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SLV |
iShares Silver Trust
|
NEW | 136,392 | $9,293,750 | 74.13% | |
| BSY |
Bentley Systems Inc
Technology
|
Added | 44,429 | $1,560,346 | 12.45% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 4,407 | $1,441,397 | 11.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,678 | $242,370 | 1.93% |