MY Wealth Management Inc.
CIK: 0001827845SEC EDGAR →
Portfolio Value
$114.7M
Holdings
37
As of
Q4 2025
New Positions
3
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PACER FDS TR | 218,593 | $12.1M | 10.59% |
| 2 | PACER FDS TR | 128,858 | $10.1M | 8.83% |
| 3 | ISHARES TR | 14,777 | $10.1M | 8.82% |
| 4 | LISTED FDS TR | 384,483 | $9.7M | 8.45% |
| 5 | ISHARES TR | 184,351 | $9.3M | 8.13% |
| 6 | VANGUARD WORLD FD | 8,480 | $6.4M | 5.57% |
| 7 | J P MORGAN EXCHANGE TRADED F | 118,875 | $6.1M | 5.28% |
| 8 | PACER FDS TR | 128,212 | $5.3M | 4.60% |
| 9 | ISHARES TR | 45,757 | $4.4M | 3.83% |
| 10 | VANGUARD INDEX FDS | 17,052 | $4.4M | 3.83% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $111.4M | 97.1% |
| Technology | 1 | $1.5M | 1.3% |
| Consumer Cyclical | 1 | $1.4M | 1.2% |
| Consumer Defensive | 1 | $240K | 0.2% |
| Unknown | 1 | $227K | 0.2% |