MY Wealth Management Inc. ETF holdings
Germantown, MD
Reported $138.8M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$138.8M
ETFs held
42
Change from prior quarter
+38.4%
With price moves
ETFs as a share of its 13F
97.7%
of $142.0M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | $16.5M | 326,780 | New position |
| PTLC | Pacer Trendpilot US Large Cap ETF | $11.7M | 200,318 | +25,385 shares |
| HEGD | Swan Hedged Equity US Large Cap ETF | $11.5M | 429,643 | New position |
| PTNQ | Pacer Trendpilot 100 ETF | $11.0M | 123,970 | New position |
| VGT | Vanguard Information Technology ETF | $10.2M | 85,555 | +76,512 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $7.2M | 141,183 | +103,225 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $5.0M | 30,920 | New position |
| IVV | iShares Core S&P 500 ETF | $4.9M | 6,552 | −13,749 shares |
| HYMB | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF | $4.8M | 188,531 | New position |
| VONG | Vanguard Russell 1000 Growth ETF | $4.7M | 36,900 | New position |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001827845. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does MY Wealth Management Inc. own?
MY Wealth Management Inc. reported 42 ETF positions worth $138.8M in its Form 13F for June 30, 2026. The largest was ICSH, at $16.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.