My Portfolio Guide, LLC

Est. AUM

$180.8M

13F long equity, this entity only

Positions

166

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$29.4M	1148667	16.28%	SOLE
2	WORLD GOLD TR	SPDR GLD MINIS	$18.8M	203402	10.42%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$16.3M	336521	8.99%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$14.5M	189081	8.00%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$11.7M	198060	6.49%	SOLE
6	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$11.5M	401156	6.37%	SOLE
7	ISHARES TR	EAFE GRWTH ETF	$11.2M	100918	6.22%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$8.9M	189600	4.92%	SOLE
9	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$8.2M	208576	4.55%	SOLE
10	APPLE INC	COM	$7.1M	27821	3.91%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$5.9M	238296	3.27%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	137866	2.56%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	139530	2.03%	SOLE
14	ISHARES TR	MSCI POLAND ETF	$2.8M	77579	1.57%	SOLE
15	VANECK MERK GOLD ETF	GOLD SHS	$2.7M	59075	1.47%	SOLE
16	ISHARES TR	CRE U S REIT ETF	$2.5M	42157	1.38%	SOLE
17	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.5M	36285	1.37%	SOLE
18	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.2M	26544	1.22%	SOLE
19	CONOCOPHILLIPS	COM	$1.1M	8094	0.59%	SOLE
20	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.1M	14034	0.58%	SOLE
21	QUALCOMM INC	COM	$1.0M	7979	0.57%	SOLE
22	INVESCO DB COMMDY INDX TRCK	UNIT	$700K	24194	0.39%	SOLE
23	MICROSOFT CORP	COM	$689K	1849	0.38%	SOLE
24	FORD MTR CO	COM	$587K	50844	0.32%	SOLE
25	ISHARES TR	CALIF MUN BD ETF	$564K	9917	0.31%	SOLE
26	PFIZER INC	COM	$558K	19887	0.31%	SOLE
27	RYDER SYS INC	COM	$554K	2708	0.31%	SOLE
28	ALTRIA GROUP INC	COM	$552K	8362	0.31%	SOLE
29	WP CAREY INC	COM	$511K	7515	0.28%	SOLE
30	PHILIP MORRIS INTL INC	COM	$508K	3074	0.28%	SOLE
31	NVIDIA CORPORATION	COM	$478K	2742	0.26%	SOLE
32	UBS GROUP AG	SHS	$464K	11877	0.26%	SOLE
33	SOUTHERN CO	COM	$455K	4714	0.25%	SOLE
34	VERTIV HOLDINGS CO	COM CL A	$443K	1767	0.25%	SOLE
35	CVS HEALTH CORP	COM	$354K	4934	0.20%	SOLE
36	ALPHABET INC	CAP STK CL A	$314K	1091	0.17%	SOLE
37	CHEVRON CORPORATION	COM	$308K	1488	0.17%	SOLE
38	BANK AMERICA CORP	COM	$261K	5356	0.14%	SOLE
39	AMAZON COM INC	COM	$239K	1147	0.13%	SOLE
40	BROADCOM INC	COM	$231K	745	0.13%	SOLE
41	ELI LILLY & CO	COM	$203K	221	0.11%	SOLE
42	SOFI TECHNOLOGIES INC	COM	$201K	12673	0.11%	SOLE
43	VANGUARD INDEX FDS	TOTAL STK MKT	$188K	586	0.10%	SOLE
44	LOCKHEED MARTIN CORP	COM	$171K	283	0.09%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$171K	263	0.09%	SOLE
46	OKLO INC	COM CL A	$148K	2981	0.08%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$133K	134	0.07%	SOLE
48	ARISTA NETWORKS INC	COM SHS	$126K	1023	0.07%	SOLE
49	PALANTIR TECHNOLOGIES INC	CL A	$124K	851	0.07%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$113K	236	0.06%	SOLE

1–50 of 166

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