MY Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, MY Wealth Management Inc. held in its portfolio 33 assets valued at $114,748,171 (i.e. $114.75M).
The most valuable assets in the portfolio included: PACER FDS TR ($12.15M), SPDR SERIES TRUST ($10.17M), and PACER FDS TR ($10.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MY Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PACER FDS TR | 218593 | 12149410 | TRENDP US LAR CP |
| SPDR SERIES TRUST | 318773 | 10168842 | STATE STREET SPD |
| PACER FDS TR | 128858 | 10134674 | TRENDPILOT 100 |
| ISHARES TR | 14777 | 10121358 | CORE S&P500 ETF |
| LISTED FDS TR | 384483 | 9692827 | SWAN HEDGED EQTY |
| ISHARES TR | 184351 | 9324474 | ULTRA SHORT DUR |
| VANGUARD WORLD FD | 8480 | 6391945 | INF TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 118875 | 6055493 | ULTRA SHT MUNCPL |
| PACER FDS TR | 128212 | 5284899 | GLOBL CASH ETF |
| ISHARES TR | 45757 | 4399993 | 7-10 YR TRSY BD |
| VANGUARD INDEX FDS | 17052 | 4398525 | SMALL CP ETF |
| VANGUARD INDEX FDS | 14311 | 4153338 | MID CAP ETF |
| VANECK ETF TRUST | 212012 | 3691129 | VANECK SHRT MUNI |
| PACER FDS TR | 86053 | 3655531 | METAURUS CAP 400 |
| ISHARES TR | 35537 | 2345442 | CORE S&P MCP ETF |
| DBX ETF TR | 93752 | 2300674 | XTRACK MUN INFRA |
| ISHARES TR | 15756 | 1880479 | 3 7 YR TREAS BD |
| ISHARES TR | 17182 | 1840364 | NATIONAL MUN ETF |
| BENTLEY SYS INC | 38779 | 1480001 | COM CL B |
| MARRIOTT INTL INC NEW | 4407 | 1367228 | CL A |
| INVESCO EXCHANGE TRADED FD T | 3960 | 548268 | S&P MDCP MOMNTUM |
| ISHARES TR | 5967 | 520084 | 20 YR TR BD ETF |
| VANGUARD INDEX FDS | 1161 | 365483 | LARGE CAP ETF |
| VANGUARD WHITEHALL FDS | 2014 | 289049 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 571 | 278568 | GROWTH ETF |
| ISHARES TR | 999 | 276663 | RUS TP200 GR ETF |
| ISHARES TR | 2160 | 259589 | CORE S&P SCP ETF |
| VANGUARD TAX-MANAGED FDS | 3950 | 246733 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 1981 | 241212 | VNG RUS1000GRW |
| PROCTER AND GAMBLE CO | 1678 | 240474 | COM |
| ISHARES TR | 2541 | 227318 | CORE MSCI EAFE |
| INNOVATOR ETFS TRUST | 5282 | 209378 | US EQTY ULTRA B |
| VANECK ETF TRUST | 7108 | 208726 | FALLEN ANGEL HG |
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