MY Wealth Management Inc.
All 13F Filings
- Location
- Germantown, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 142,002
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 46 | 142,002 | 13F-HR | MY Wealth Management Inc. |
| Q1 2026 | 5/1/2026 | 26 | 103,338 | 13F-HR | MY Wealth Management Inc. |
| Q4 2025 | 2/10/2026 | 37 | 114,748 | 13F-HR | MY Wealth Management Inc. |
| Q3 2025 | 10/15/2025 | 34 | 114,024 | 13F-HR | MY Wealth Management Inc. |
| Q2 2025 | 7/14/2025 | 31 | 104,366 | 13F-HR | MY Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.99 K | 28.2% | 21.71 K | 0 | 21.71 K |
| ETFs | 102 K | 71.8% | 16.95 K | 0 | 16.95 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
142,002
Holdings
46
QoQ value change ($000)
38,664
(37.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.