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MY Wealth Management Inc.

13F filer · CIK 0001827845
Reported Aug 7, 2026
Net seller this quarter
13F portfolio value$142MU.S. long equity reported on 13F
Positions83 new · 1 closed
Net flow last quarter-$7.42MBuys minus sells
Top 10 positions weight7.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 20268 positions
SPTSSports Media Inc$4.67M3.29%Not reported-42.7%Q4 2021
MARMarriott International Inc$1.58M1.11%0.00%-3.2%Q4 2021
SMHMarket Vectors ETF Trust$1.53M1.08%Not reportedNewQ2 2026
QTUMQuantum Group Inc$1.41M0.99%Not reportedNewQ2 2026
BSYBentley Systems Inc$997K0.70%Not reported-24.9%Q4 2021
INDBIndependent Bank Corp$388K0.27%0.02%NewQ2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$315K0.22%Not reported-27.4%Q4 2021
PGPROCTER & GAMBLE Co$246K0.17%0.00%Not reportedQ2 2023
Q1 2026Reported May 4, 20266 positions
SPTSSports Media Inc$8.21M7.95%Not reported+95.9%Q4 2021
SLViShares Silver Trust$4.23M4.09%0.02%Not reportedQ1 2023
BSYBentley Systems Inc$1.75M1.69%Not reported+14.6%Q4 2021
MARMarriott International Inc$1.05M1.02%0.00%Not reportedQ4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$355K0.34%Not reported+36.5%Q4 2021
PGPROCTER & GAMBLE Co$286K0.28%0.00%Not reportedQ2 2023
Q4 2025Reported Feb 10, 20265 positions
SPTSSports Media Inc$4.2M3.66%Not reported-1.1%Q4 2021
BSYBentley Systems Inc$1.48M1.29%Not reportedNot reportedQ4 2021
MARMarriott International Inc$1.37M1.19%0.00%Not reportedQ4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$289K0.25%Not reportedNot reportedQ4 2021
PGPROCTER & GAMBLE Co$240K0.21%0.00%Not reportedQ2 2023
Q3 2025Reported Oct 15, 20255 positions
SPTSSports Media Inc$4.25M3.73%Not reported+0.6%Q4 2021
BSYBentley Systems Inc$2M1.75%Not reported-12.7%Q4 2021
MARMarriott International Inc$1.15M1.01%0.00%Not reportedQ4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$284K0.25%Not reportedNot reportedQ4 2021
PGPROCTER & GAMBLE Co$258K0.23%0.00%Not reportedQ2 2023
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