My Wealth Management Inc. Top Holdings and 13F Report (2025) About My Wealth Management Inc.Investment ActivityMy Wealth Management Inc. has $104.37 million in total holdings as of June 30, 2025.My Wealth Management Inc. owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 41.72% of the portfolio was purchased this quarter.About 44.94% of the portfolio was sold this quarter.This quarter, My Wealth Management Inc. has purchased 26 new stocks and bought additional shares in 2 stocks.My Wealth Management Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Ultra-Short Municipal ETF $15,246,466Pacer Trendpilot US Large Cap ETF $11,856,257Pacer Trendpilot 100 ETF $9,355,710iShares Ultra Short-Term Bond Active ETF $9,290,072iShares Core S&P 500 ETF $7,992,846 Largest New Holdings this Quarter 69374H303 - Pacer Trendpilot 100 ETF $9,355,710 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $9,290,072 Holding92189F528 - VanEck Short Muni ETF $4,370,940 Holding464288414 - iShares National Muni Bond ETF $2,159,602 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $1,858,995 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Municipal ETF 261,462 shares (about $13.31M)Pacer Trendpilot 100 ETF 131,087 shares (about $9.36M)iShares Ultra Short-Term Bond Active ETF 183,200 shares (about $9.29M)VanEck Short Muni ETF 253,241 shares (about $4.37M)Pacer Trendpilot US Large Cap ETF 58,642 shares (about $2.98M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 164,838 shares (about $14.55M)iShares 7-10 Year Treasury Bond ETF 96,196 shares (about $9.21M)SPDR Nuveen ICE Short Term Municipal Bond ETF 128,041 shares (about $6.12M)iShares Core S&P 500 ETF 7,428 shares (about $4.61M)SPDR Portfolio Short Term Treasury ETF 136,790 shares (about $4.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMy Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJMSTJPMorgan Ultra-Short Municipal ETF$15,246,466$13,313,645 ▲688.8%299,42014.6%ETFPTLCPacer Trendpilot US Large Cap ETF$11,856,257$2,976,665 ▲33.5%233,57511.4%ETFPTNQPacer Trendpilot 100 ETF$9,355,710$9,355,710 ▲New Holding131,0879.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$9,290,072$9,290,072 ▲New Holding183,2008.9%ETFIVViShares Core S&P 500 ETF$7,992,846$4,612,045 ▼-36.6%12,8737.7%ETFVGTVanguard Information Technology ETF$5,763,617$234,126 ▼-3.9%8,6905.5%ETFGCOWPacer Global Cash Cows Dividend ETF$5,078,222$101,760 ▼-2.0%133,7434.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,458,285$9,212,691 ▼-67.4%46,5524.3%ETFSMBVanEck Short Muni ETF$4,370,940$4,370,940 ▲New Holding253,2414.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$4,218,697$4,006,579 ▼-48.7%144,0324.0%ETFVOVanguard Mid-Cap ETF$4,118,818$167,059 ▼-3.9%14,7193.9%ETFVBVanguard Small-Cap ETF$4,033,252$14,693 ▼-0.4%17,0193.9%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$3,364,202$3,326,557 ▼-49.7%85,2563.2%ETFBSYBentley Systems$2,397,8330.0%44,4292.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,358,745$1,426 ▼-0.1%38,0322.3%ETFMUBiShares National Muni Bond ETF$2,159,602$2,159,602 ▲New Holding20,6702.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,858,995$1,858,995 ▲New Holding15,6101.8%ETFMARMarriott International$1,204,0360.0%4,4071.2%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$1,187,687$83,882 ▼-6.6%12,4601.1%ETFTLTiShares 20+ Year Treasury Bond ETF$607,425$14,546,959 ▼-96.0%6,8830.6%ETFXMMOInvesco S&P MidCap Momentum ETF$481,418$42,958 ▼-8.2%3,7430.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$476,052$6,124,201 ▼-92.8%9,9530.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$458,020$25,223 ▼-5.2%6,3010.4%ETFVVVanguard Large-Cap ETF$339,792$23,109 ▼-6.4%1,1910.3%ETFVYMVanguard High Dividend Yield ETF$268,486$98,116 ▼-26.8%2,0140.3%ETFPGProcter & Gamble$267,3390.0%1,6780.3%Consumer StaplesVUGVanguard Growth ETF$250,326$21,920 ▼-8.1%5710.2%ETFIWYiShares Russell Top 200 Growth ETF$246,263$9,121 ▼-3.6%9990.2%ETFIJRiShares Core S&P Small-Cap ETF$236,066$9,290 ▼-3.8%2,1600.2%ETFIEFAiShares Core MSCI EAFE ETF$212,123$212,123 ▲New Holding2,5410.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$208,122$10,804 ▼-4.9%7,1080.2%ManufacturingSLViShares Silver Trust$0$4,224,888 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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