Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MY Wealth Management Inc. (CIK 1827845) reported $103.3M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLT ($15.6M, 15.13%), IEF ($13.6M, 13.17%), IVV ($11.4M, 11.04%), PTLC ($9.0M, 8.71%), SPTS ($8.2M, 7.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $15.6M | 15.13% | 171,721 | Added |
| 2 | IEF | ISHARES TR | $13.6M | 13.17% | 142,748 | Added |
| 3 | IVV | ISHARES TR | $11.4M | 11.04% | 20,301 | Added |
| 4 | PTLC | PACER FDS TR | $9.0M | 8.71% | 174,933 | Trimmed |
| 5 | SPTS | SPDR SERIES TRUST | $8.2M | 7.95% | 280,822 | Added |
| 6 | SHM | SPDR SERIES TRUST | $6.6M | 6.36% | 137,994 | Added |
| 7 | QDPL | PACER FDS TR | $6.2M | 5.99% | 169,558 | Added |
| 8 | GCOW | PACER FDS TR | $5.0M | 4.88% | 136,423 | Added |
| 9 | VGT | VANGUARD WORLD FD | $4.9M | 4.75% | 9,043 | Added |
| 10 | SLV | ISHARES SILVER TR | $4.2M | 4.09% | 136,392 | New |
| 11 | VO | VANGUARD INDEX FDS | $4.0M | 3.83% | 15,316 | Added |
| 12 | VB | VANGUARD INDEX FDS | $3.8M | 3.67% | 17,081 | Added |
| 13 | IJH | ISHARES TR | $2.2M | 2.15% | 38,055 | Added |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.87% | 37,958 | Trimmed |
| 15 | BSY | BENTLEY SYS INC | $1.7M | 1.69% | 44,429 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $1.1M | 1.04% | 13,340 | Added |
| 17 | MAR | MARRIOTT INTL INC NEW | $1.0M | 1.02% | 4,407 | Hold |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | $463,854 | 0.45% | 4,077 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $437,172 | 0.42% | 6,648 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $354,640 | 0.34% | 2,750 | Added |
| 21 | VV | VANGUARD INDEX FDS | $326,942 | 0.32% | 1,272 | Added |
| 22 | PG | PROCTER & GAMBLE CO | $285,965 | 0.28% | 1,678 | Hold |
| 23 | IJR | ISHARES TR | $234,760 | 0.23% | 2,245 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $230,279 | 0.22% | 621 | Added |
| 25 | IWY | ISHARES TR | $218,534 | 0.21% | 1,036 | Added |
Source: SEC Form 13F filings · as of 2026-03-31