1y return+7.9%S&P 500 +20.9%
3y return+23.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $108 against $157 in the S&P 500.2
MY Wealth Management Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ICSHIshares Tr | $16.5M | 11.6% | New |
| PTLCPacer Fds Tr | $11.7M | 8.2% | +14.5% |
| HEGDListed Fds Tr | $11.5M | 8.1% | New |
| PTNQPacer Fds Tr | $11.0M | 7.7% | New |
| VGTVanguard World Fd | $10.2M | 7.2% | +18.3% |
| JMSTJ P Morgan Exchange Traded F | $7.2M | 5.1% | +271.9% |
| SPMOInvesco Exch Traded Fd Tr II | $5.0M | 3.5% | New |
| IVVIshares Tr | $4.9M | 3.5% | −67.7% |
| HYMBSpdr Series Trust | $4.8M | 3.4% | New |
| VONGVanguard Scottsdale Fds | $4.7M | 3.3% | New |
| SPTSSpdr Series Trust | $4.7M | 3.3% | −42.7% |
| SMBVaneck Etf Trust | $4.5M | 3.2% | New |
| RVNUDbx Etf Tr | $3.5M | 2.5% | New |
| VEAVanguard Tax-managed Fds | $3.5M | 2.5% | New |
| GCOWPacer Fds Tr | $3.3M | 2.3% | −44.2% |
| XMMOInvesco Exchange Traded Fd T | $2.9M | 2.0% | +312.4% |
| SMLFIshares Tr | $2.9M | 2.0% | New |
| VBVanguard Index Fds | $2.8M | 2.0% | −45.9% |
| IJHIshares Tr | $2.6M | 1.9% | −9.9% |
| IEIIshares Tr | $2.3M | 1.6% | New |
| MUBIshares Tr | $2.3M | 1.6% | New |
| VFMOVanguard Wellington Fd | $2.2M | 1.5% | New |
| VOVanguard Index Fds | $2.2M | 1.5% | −56.1% |
| MARMarriott Intl Inc New | $1.6M | 1.1% | −3.2% |
| SMHVaneck Etf Trust | $1.5M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MARMarriott Intl Inc New | December 31, 2021 | +124.3% | $1.6M |
| VGTVanguard World Fd | December 31, 2021 | +108.7% | $10.2M |
| XMMOInvesco Exchange Traded Fd T | December 31, 2021 | +87.1% | $2.9M |
| SPYGSpdr Series Trust | December 31, 2021 | +64.2% | $1.5M |
| QDPLPacer Fds Tr | December 31, 2022 | +57.8% | $1.5M |
| SPYMSpdr Series Trust | December 31, 2021 | +57.4% | $664K |
| IVVIshares Tr | December 31, 2021 | +57.0% | $4.9M |
| VYMVanguard Whitehall Fds | December 31, 2021 | +41.0% | $315K |
| VVVanguard Index Fds | June 30, 2024 | +37.8% | $379K |
| IJHIshares Tr | December 31, 2021 | +36.2% | $2.6M |
Sold off last quarter
- TLTIshares Tr was $15.6M
- IEFIshares Tr was $13.6M
- SLVIshares Silver Tr was $4.2M
- ANGLVaneck Etf Trust was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +4.5% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −3.6% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +3.1% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MY Wealth Management Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1827845&type=13F-HR&dateb=&owner=include&count=40CIK 1827845
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1827845/000195175726001174/Filed August 7, 2026 · accession 0001951757-26-001174