account_balance

Investment manager · 13F filer · SEC CIK 2132204

My Portfolio Guide, LLC

Reported value$181Mas of Mar 31, 2026
Positions166
Top 10 weight76.1%SPAB alone is 16%
FiledMay 636 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
SPAB SPDR Series Trust 16.3%
GLDM World Gold Trust 10.4%
SPSM SPDR Series Trust 9.0%
SPYM SPDR Series Trust 8.0%
SPMD SPDR Series Trust 6.5%
FTGC First Tr Exchange Trad Fd Vi 6.4%
EFG iShares Tr 6.2%
SPEM SPDR Index SHS FDS 4.9%
SDVY First Tr Exchange Traded Fd 4.5%
AAPL Apple Inc. 3.9%
UCON First Tr Exchng Traded Fd Vi 3.3%
SPIB SPDR Series Trust 2.6%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist