MY Wealth Management Inc.

Q3 2025 13F-HR Holdings

Location
Germantown, MD
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
34
Total value ($000)
$114,024
Net value change ($000)
+9,658 (9.3%)
New positions
3
Sold out positions
0
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HEGD 3,211 NEW
RVNU 2,556 NEW
IVV 2,308 28.9%
PTNQ 989 10.6%
PTLC 973 8.2%
VGT 765 13.3%
VB 339 8.4%
GCOW 281 5.5%
VO 224 5.4%
UDEC 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
JMST -2,548 -16.7%
BSY -402 -16.8%
MAR -56 -4.7%
TLT -14 -2.3%
PG -9 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type