MY Wealth Management Inc.

CIK

1827845

Location

GERMANTOWN, MD

Portfolio Value

Small $142,515,082

Diversification

Diversified

Filing Date

Global Rank

#7,559 / 8,794 ▲ 800 · as of Jun 2026

Top Industry

Asset Management 57.3%

3Y Alpha vs SPY

-11.0%

Period ended 3 months ago

Filed Aug 7, 2026 · 58d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

19.3%

−16.9 pts

Top 5

56.9%

−31.2 pts

Top 10

79.3%

−18.9 pts

HHI

888

Diversified−1,352

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.9%	$133,795,312	21
Financial Services	4.1%	$5,895,392	2
Consumer Cyclical	1.1%	$1,581,307	1
Technology	0.7%	$997,010	1
Consumer Defensive	0.2%	$246,061	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	+269,773	277,250	$6,777,639
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+190,478	210,466	$7,171,630
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+103,225	141,183	$7,200,333
EDV	Vanguard World Funds Extended Duration ETF	+76,512	85,555	$10,225,533
ABI	VictoryShares Pioneer Asset-Based Income ETF	+15,191	19,268	$3,090,578
VB	Vanguard Morningstar Small-Cap ETF	+6,058	40,348	$5,615,233
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−257,654	117,416	$15,427,269
—		−248,045	170,771	$5,138,793
AAAP	Pacer Barings CLO Market Flex ETF	−46,899	434,015	$27,471,033
BSY	Bentley Systems Inc	−11,073	33,356	$997,010
VIGI	Vanguard International Dividend Appreciation ETF	−754	1,996	$315,427
MAR	Marriott International Inc /Md/	−140	4,267	$1,581,307
—		−68	968	$281,320
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	326,780	$16,528,532
—		429,643	$11,454,282
IVZ	Invesco Ltd.	30,920	$4,994,816
BNDW	Vanguard Total World Bond ETF	36,900	$4,716,189
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	139,666	$3,534,946
VEA	Vanguard FTSE Developed Markets ETF	49,431	$3,521,958
VFMF	Vanguard U.S. Multifactor ETF	8,717	$2,174,978
—		8,536	$1,411,683
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	28,156	$1,176,952
INDB	Independent Bank Corp	10,757	$900,576
FBCG	Fidelity Blue Chip Growth ETF	1,195	$341,268
BAPR	Innovator U.S. Equity Buffer ETF - April	5,272	$219,736
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SLV	iShares Silver Trust	136,392	$9,293,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $142,515,082 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
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	434,015	-46,899	$27,471,033	+23.2%	19.28%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	NEW	326,780	NEW	$16,528,532	NEW	11.60%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	117,416	-257,654	$15,427,269	—	10.83%
		NEW	429,643	NEW	$11,454,282	NEW	8.04%
EDV	Vanguard World Funds Extended Duration ETF	Added	85,555	+76,512	$10,225,533	+1196.5%	7.18%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	141,183	+103,225	$7,200,333	+272.1%	5.05%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	210,466	+190,478	$7,171,630	+295.1%	5.03%
AFK	VanEck Africa Index ETF	Added	277,250	+269,773	$6,777,639	+3056.2%	4.76%
VB	Vanguard Morningstar Small-Cap ETF	Added	40,348	+6,058	$5,615,233	−6.4%	3.94%
		Reduced	170,771	-248,045	$5,138,793	−65.3%	3.61%
IVZ	Invesco Ltd. Financial Services	NEW	30,920	NEW	$4,994,816	NEW	3.50%
BNDW	Vanguard Total World Bond ETF	NEW	36,900	NEW	$4,716,189	NEW	3.31%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	NEW	139,666	NEW	$3,534,946	NEW	2.48%
VEA	Vanguard FTSE Developed Markets ETF	NEW	49,431	NEW	$3,521,958	NEW	2.47%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	19,268	+15,191	$3,090,578	+422.7%	2.17%
VFMF	Vanguard U.S. Multifactor ETF	NEW	8,717	NEW	$2,174,978	NEW	1.53%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,267	-140	$1,581,307	+9.7%	1.11%
		NEW	8,536	NEW	$1,411,683	NEW	0.99%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	NEW	28,156	NEW	$1,176,952	NEW	0.83%
BSY	Bentley Systems Inc Technology	Reduced	33,356	-11,073	$997,010	−36.1%	0.70%
INDB	Independent Bank Corp Financial Services	NEW	10,757	NEW	$900,576	NEW	0.63%
FBCG	Fidelity Blue Chip Growth ETF	NEW	1,195	NEW	$341,268	NEW	0.24%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	1,996	-754	$315,427	−22.6%	0.22%
		Reduced	968	-68	$281,320	+9.1%	0.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,678	0	$246,061	+1.5%	0.17%
BAPR	Innovator U.S. Equity Buffer ETF - April	NEW	5,272	NEW	$219,736	NEW	0.15%

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.