MY Wealth Management Inc.

Q2 2026 13F-HR Holdings

Location
Germantown, MD
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$142,002
Net value change ($000)
+38,664 (37.4%)
New positions
24
Sold out positions
4
Turnover %
80.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ICSH 16,529 NEW
HEGD 11,454 NEW
PTNQ 10,990 NEW
VGT 5,321 108.5%
JMST 5,270 273.1%
SPMO 4,995 NEW
HYMB 4,796 NEW
VONG 4,716 NEW
SMB 4,492 NEW
RVNU 3,535 NEW
Top Reduces (Value $000, Stocks/ETFs)
TLT -15,632 -100.0%
IEF -13,614 -100.0%
IVV -6,500 -57.0%
SHM -6,102 -92.9%
QDPL -4,680 -75.6%
SLV -4,227 -100.0%
SPTS -3,540 -43.1%
VO -1,792 -45.2%
GCOW -1,747 -34.6%
VB -986 -26.0%
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