Sponsored

The Analysis of MY Wealth Management Inc.'s Holdings & P&L

Currently, MY Wealth Management Inc. holds 26 types of securities in its portfolio with a total value $103.3M. In the most recent quarter, they have increased their positions in TLT (+165.8K shares, valued at $15.1M), IEF (+97.0K shares, valued at $9.3M), SHM (+128.0K shares, valued at $6.1M); decreased their positions in JMST (-80.9K shares, valued at $4.1M), PTLC (-43.7K shares, valued at $2.2M); initiated new positions in SLV (+136.4K shares, valued at $4.2M).

1M P&L

+2.6M+2.36%

3M P&L

-59.1M-34.32%

HY P&L

-55.5M-32.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A100.3M

97.0%

2Software - Application1.7M

1.7%

3Lodging1.0M

1.0%

Top Industries by Stock Count

1N/A23 stocks

88.5%

2Software - Application1 stocks

3.8%

3Lodging1 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TLT ISHARES TR171.7K shares2777.84%2026-03-312026-05-04

IEF ISHARES TR142.7K shares211.97%2026-03-312026-05-04

IVV ISHARES TR20.3K shares37.38%2026-03-312026-05-04

PTLC PACER FDS TR174.9K shares-19.97%2026-03-312026-05-04

SPTS SPDR SERIES TRUST280.8K shares95.89%2026-03-312026-05-04

SHM SPDR SERIES TRUST138.0K shares1286.46%2026-03-312026-05-04

QDPL PACER FDS TR169.6K shares97.04%2026-03-312026-05-04

GCOW PACER FDS TR136.4K shares6.40%2026-03-312026-05-04

Sponsored

VGT VANGUARD WORLD FD9.0K shares6.64%2026-03-312026-05-04

SLV ISHARES SILVER TR136.4K sharesnew addition2026-03-312026-05-04

VO VANGUARD INDEX FDS15.3K shares7.02%2026-03-312026-05-04

VB VANGUARD INDEX FDS17.1K shares0.17%2026-03-312026-05-04

IJH ISHARES TR38.1K shares7.09%2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F38.0K shares-68.07%2026-03-312026-05-04

BSY BENTLEY SYS INC44.4K shares14.57%2026-03-312026-05-04

SPYG SPDR SERIES TRUST13.3K shares7.06%2026-03-312026-05-04

Sponsored

MAR MARRIOTT INTL INC NEW4.4K shares0.00%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T4.1K shares2.95%2026-03-312026-05-04

SPYM SPDR SERIES TRUST6.6K shares5.51%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS2.8K shares36.54%2026-03-312026-05-04

VV VANGUARD INDEX FDS1.3K shares9.56%2026-03-312026-05-04

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-03-312026-05-04

IJR ISHARES TR2.2K shares3.94%2026-03-312026-05-04

VUG VANGUARD INDEX FDS621 shares8.76%2026-03-312026-05-04

Sponsored

IWY ISHARES TR1.0K shares3.70%2026-03-312026-05-04

ANGL VANECK ETF TRUST7.5K shares5.19%2026-03-312026-05-04

TLT

ISHARES TR

2777.84%

Shares171.7K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

211.97%

Shares142.7K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

37.38%

Shares20.3K

Event2026-03-31

Filed2026-05-04

PTLC

PACER FDS TR

-19.97%

Shares174.9K

Event2026-03-31

Filed2026-05-04

SPTS

SPDR SERIES TRUST

95.89%

Shares280.8K

Event2026-03-31

Filed2026-05-04

SHM

SPDR SERIES TRUST

1286.46%

Shares138.0K

Event2026-03-31

Filed2026-05-04

QDPL

PACER FDS TR

97.04%

Shares169.6K

Event2026-03-31

Filed2026-05-04

GCOW

PACER FDS TR

6.40%

Shares136.4K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

6.64%

Shares9.0K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

New

Shares136.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

7.02%

Shares15.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.17%

Shares17.1K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

7.09%

Shares38.1K

Event2026-03-31

Filed2026-05-04

JMST

J P MORGAN EXCHANGE TRADED F

-68.07%

Shares38.0K

Event2026-03-31

Filed2026-05-04

BSY

BENTLEY SYS INC

14.57%

Shares44.4K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

7.06%

Shares13.3K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

XMMO

INVESCO EXCHANGE TRADED FD T

2.95%

Shares4.1K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

5.51%

Shares6.6K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

36.54%

Shares2.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

9.56%

Shares1.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

3.94%

Shares2.2K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

8.76%

Shares621

Event2026-03-31

Filed2026-05-04

IWY

ISHARES TR

3.70%

Shares1.0K

Event2026-03-31

Filed2026-05-04

ANGL

VANECK ETF TRUST

5.19%

Shares7.5K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available