MY Wealth Management Inc.

Est. AUM

$103.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	20 YR TR BD ETF	$15.6M	171721	15.13%	SOLE
2	ISHARES TR	7-10 YR TRSY BD	$13.6M	142748	13.17%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$11.4M	20301	11.04%	SOLE
4	PACER FDS TR	TRENDP US LAR CP	$9.0M	174933	8.71%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$8.2M	280822	7.95%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	137994	6.36%	SOLE
7	PACER FDS TR	METAURUS CAP 400	$6.2M	169558	5.99%	SOLE
8	PACER FDS TR	GLOBL CASH ETF	$5.0M	136423	4.88%	SOLE
9	VANGUARD WORLD FD	INF TECH ETF	$4.9M	9043	4.75%	SOLE
10	ISHARES SILVER TR	ISHARES	$4.2M	136392	4.09%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$4.0M	15316	3.83%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$3.8M	17081	3.67%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$2.2M	38055	2.15%	SOLE
14	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.9M	37958	1.87%	SOLE
15	BENTLEY SYS INC	COM CL B	$1.7M	44429	1.69%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	13340	1.04%	SOLE
17	MARRIOTT INTL INC NEW	CL A	$1.1M	4407	1.02%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$464K	4077	0.45%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$437K	6648	0.42%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$355K	2750	0.34%	SOLE
21	VANGUARD INDEX FDS	LARGE CAP ETF	$327K	1272	0.32%	SOLE
22	PROCTER & GAMBLE CO	COM	$286K	1678	0.28%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$235K	2245	0.23%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$230K	621	0.22%	SOLE
25	ISHARES TR	RUS TP200 GR ETF	$219K	1036	0.21%	SOLE
26	VANECK ETF TRUST	FALLEN ANGEL HG	$216K	7477	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.