MY Wealth Management Inc. 13F Holdings
CIK 0001827845 · GERMANTOWN, MD
As of Sep 30, 2025, MY Wealth Management Inc. reported 34 positions worth
CIK 0001827845 · GERMANTOWN, MD
As of Sep 30, 2025, MY Wealth Management Inc. reported 34 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PACER TRENDPILOT US LARGE CAP ETF | PTLC | — | 234,285 | 2.8M | 11.25% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 248,782 | 2.7M | 11.14% |
| PACER TRENDPILOT 100 ETF | PTNQ | — | 133,435 | 0.3M | 9.07% |
| ISHARES CORE S&P 500 ETF | IVV | — | 15,390 | 0.3M | 9.03% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 185,333 | $9.4M | 8.25% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 8,745 | $6.5M | 5.73% |
| PACER GLOBAL CASH COWS DIVIDEND ETF | GCOW | — | 135,265 | $5.4M | 4.70% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 46,491 | $4.5M | 3.93% |
| VANECK ETF TRUST | SMB | — | 252,913 | $4.4M | 3.86% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 17,195 | $4.4M | 3.83% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 14,786 | $4.3M | 3.81% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 144,950 | $4.2M | 3.73% |
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | QDPL | — | 84,693 | $3.5M | 3.11% |
| SWAN HEDGED EQUITY US LARGE CAP ETF | HEGD | — | 128,858 | $3.2M | 2.82% |
| XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF | RVNU | — | 103,625 | $2.6M | 2.24% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 37,267 | $2.4M | 2.13% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 20,661 | $2.2M | 1.93% |
| BENTLEY SYSTEMS INC | BSY | Technology | 38,779 | $2.0M | 1.75% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 15,796 | .9M | 1.66% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 12,460 | .3M | 1.14% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 4,407 | .1M | 1.01% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 6,636 | $593.1K | 0.52% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 3,738 | $505.4K | 0.44% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 6,301 | $493.6K | 0.43% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 9,953 | $479.9K | 0.42% |