MY Wealth Management Inc.

Q3 2026 13F-HR Holdings

Location
Germantown, MD
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$137,014
Net value change ($000)
-4,988 (-3.5%)
New positions
1
Sold out positions
4
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JMST 7,859 109.2%
VONG 4,347 92.2%
VGT 3,787 37.0%
VFMO 1,628 74.9%
SMH 1,577 102.9%
QTUM 1,544 109.3%
XMMO 1,453 50.8%
EXXONMOBIL HOLDINGS CORP 222 NEW
VEA 193 5.5%
IVV 98 2.0%
Top Reduces (Value $000, Stocks/ETFs)
HYMB -4,796 -100.0%
PTNQ -4,483 -40.8%
PTLC -4,349 -37.3%
HEGD -4,240 -37.0%
RVNU -3,535 -100.0%
ICSH -2,555 -15.5%
SPTS -735 -15.7%
XDQQ -592 -100.0%
SPMO -580 -11.6%
IEI -406 -17.8%
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