MY Wealth Management Inc.

Q4 2025 13F-HR Holdings

Location
Germantown, MD
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$114,748
Net value change ($000)
+724 (0.6%)
New positions
3
Sold out positions
0
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 6,482 201.9%
HYMB 3,659 NEW
VEA 247 NEW
VONG 241 NEW
MAR 219 19.1%
QDPL 107 3.0%
XMMO 43 8.5%
SPYG 27 2.1%
VB 27 0.6%
SPYM 11 2.2%
Top Reduces (Value $000, Stocks/ETFs)
JMST -6,643 -52.3%
SMB -715 -16.2%
PTLC -680 -5.3%
BSY -516 -25.9%
MUB -360 -16.4%
RVNU -255 -10.0%
PTNQ -210 -2.0%
VO -190 -4.4%
IVV -180 -1.7%
VGT -137 -2.1%
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