MY Wealth Management Inc.

Q1 2026 13F-HR Holdings

Location
Germantown, MD
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$103,338
Net value change ($000)
-11,410 (-9.9%)
New positions
1
Sold out positions
12
Turnover %
46.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TLT 15,112 2906.2%
IEF 9,214 209.4%
SHM 6,091 1274.3%
SLV 4,227 NEW
SPTS 4,013 95.6%
QDPL 2,536 69.4%
IVV 1,286 12.7%
BSY 268 18.1%
VYM 66 22.8%
PG 46 19.2%
Top Reduces (Value $000, Stocks/ETFs)
PTNQ -10,135 -100.0%
HEGD -9,693 -100.0%
ICSH -9,324 -100.0%
JMST -4,125 -68.1%
SMB -3,691 -100.0%
HYMB -3,659 -100.0%
PTLC -3,149 -25.9%
RVNU -2,301 -100.0%
IEI -1,880 -100.0%
MUB -1,840 -100.0%
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