MY Wealth Management Inc.: 13F holdings

CIK 18278452026Q2

Positions46
Reported value$142.0m
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
ICSH ISHARES TR326,780$16.5m11.6%
PTLC PACER FDS TR200,318$11.7m8.2%
LISTED FDS TR429,643$11.5m8.1%
SWX PACER FDS TR123,970$11.0m7.7%
VGT VANGUARD WORLD FD85,555$10.2m7.2%
JMST J P MORGAN EXCHANGE TRADED F141,183$7.2m5.1%
SPMO INVESCO EXCH TRADED FD TR II30,920$5.0m3.5%
IVV ISHARES TR6,552$4.9m3.5%
HYMB SPDR SERIES TRUST188,531$4.8m3.4%
VONG VANGUARD SCOTTSDALE FDS36,900$4.7m3.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1827845")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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