account_balance
Investment manager · 13F filer · SEC CIK 1827845
MY Wealth Management Inc.
Reported value$137Mas of Sep 30, 2026
Positions43 1 new, 4 sold out
Top 10 weight63.5%JMST alone is 11%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JMSTJ P Morgan Exchange Traded F
11.0%Added +111%
VGTVanguard World Fd
10.2%Added +30%
ICSHiShares Tr
10.2%Trimmed −15%
VONGVanguard Scottsdale FDS
6.6%Added +91%
PTLCPacer FDS Tr
5.3%Trimmed −39%
HEGDListed FDS Tr
5.3%Trimmed −37%
PTNQPacer FDS Tr
4.7%Trimmed −41%
IVViShares Tr
3.7%
SMBVaneck ETF Trust
3.3%
SPMOInvesco Exch Traded Fd Tr II
3.2%−6%
XMMOInvesco Exchange Traded Fd T
3.1%+75%
SPTSSPDR Series Trust
2.9%−15%
JMSTJ P Morgan Exchange Traded F
11.0%Added +111%
VGTVanguard World Fd
10.2%Added +30%
ICSHiShares Tr
10.2%−15%
VONGVanguard Scottsdale FDS
6.6%+91%
PTLCPacer FDS Tr
5.3%
HEGDListed FDS Tr
5.3%
PTNQPacer FDS Tr
4.7%
IVViShares Tr
3.7%
SMB3.3%
SPMO
XMMO
SPTS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JMST J P Morgan Exchange Traded F 11.0% Added +111%
VGT Vanguard World Fd 10.2% Added +30%
ICSH iShares Tr 10.2% Trimmed −15%
VONG Vanguard Scottsdale FDS 6.6% Added +91%
PTLC Pacer FDS Tr 5.3% Trimmed −39%
HEGD Listed FDS Tr 5.3% Trimmed −37%
PTNQ Pacer FDS Tr 4.7% Trimmed −41%
IVV iShares Tr 3.7% Held
SMB Vaneck ETF Trust 3.3% Held
SPMO Invesco Exch Traded Fd Tr II 3.2% Trimmed −6%
XMMO Invesco Exchange Traded Fd T 3.1% Added +75%
SPTS SPDR Series Trust 2.9% Trimmed −15%
What changed
Biggest moves since Jun 30, 2026
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