Universe · entity
MY Wealth Management Inc.
Institutional manager (13F) · CIK 1827845
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $103M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $16M | 171,721 |
| 2 | ISHARES TR | $14M | 142,748 |
| 3 | ISHARES TR | $11M | 20,301 |
| 4 | PACER FDS TR | $9M | 174,933 |
| 5 | SPDR SERIES TRUST | $8M | 280,822 |
| 6 | SPDR SERIES TRUST | $7M | 137,994 |
| 7 | PACER FDS TR | $6M | 169,558 |
| 8 | PACER FDS TR | $5M | 136,423 |
| 9 | VANGUARD WORLD FD | $5M | 9,043 |
| 10 | ISHARES SILVER TR | $4M | 136,392 |
| 11 | VANGUARD INDEX FDS | $4M | 15,316 |
| 12 | VANGUARD INDEX FDS | $4M | 17,081 |
| 13 | ISHARES TR | $2M | 38,055 |
| 14 | J P MORGAN EXCHANGE TRADED F | $2M | 37,958 |
| 15 | BENTLEY SYS INC | $2M | 44,429 |
| 16 | SPDR SERIES TRUST | $1M | 13,340 |
| 17 | MARRIOTT INTL INC NEW | $1M | 4,407 |
| 18 | INVESCO EXCHANGE TRADED FD T | $464k | 4,077 |
| 19 | SPDR SERIES TRUST | $437k | 6,648 |
| 20 | VANGUARD WHITEHALL FDS | $355k | 2,750 |
| 21 | VANGUARD INDEX FDS | $327k | 1,272 |
| 22 | PROCTER & GAMBLE CO | $286k | 1,678 |
| 23 | ISHARES TR | $235k | 2,245 |
| 24 | VANGUARD INDEX FDS | $230k | 621 |
| 25 | ISHARES TR | $219k | 1,036 |
| 26 | VANECK ETF TRUST | $216k | 7,477 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.