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Portfolio (Quarterly) Guide ↗

MY Wealth Management Inc.

· CIK 0001827845
13F Portfolio $142M AUM 46 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 7 Added 14 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TLT ISHARES TR 171,721 $15.6M 15.13% SOLD
2 IEF ISHARES TR 142,748 $13.6M 13.17% SOLD
3 SLV ISHARES SILVER TR Financial Services 136,392 $4.2M 4.09% SOLD
4 ANGL VANECK ETF TRUST 7,477 $216K 0.21% SOLD
Sector Allocation
Consumer Cyclical 49.2%
Technology 31.0%
Financial Services 12.1%
Consumer Defensive 7.7%