MY Wealth Management Inc. holds a focused book of 46 stocks worth $142.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares Ultra Short Duration and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Ultra Short Duration at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MY Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 50 / 46 | $43.6B |
| OSAIC HOLDINGS, INC. | 50 / 46 | $5.9B |
| ENVESTNET ASSET MANAGEMENT INC | 49 / 46 | $53.2B |
| Cetera Investment Advisers | 49 / 46 | $11.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 49 / 46 | $7.6B |
| CWM, LLC | 49 / 46 | $3.5B |
| HARBOUR INVESTMENTS, INC. | 49 / 46 | $561.4M |
| RAYMOND JAMES FINANCIAL INC | 48 / 46 | $23.9B |
Ranked by how many of MY Wealth Management Inc.'s top 46 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ULTRA SHORT DUR | $16.5M | 326.8K | 11.6% | ▲New New position | |
| 2 | Pacer FDS TR TRENDP US LAR CP | $11.7M | 200.3K | 8.2% | ▲+15% Added · +25K sh | |
| 3 | Listed FDS TR SWAN HEDGED EQTY | $11.5M | 429.6K | 8.1% | ▲New New position | |
| 4 | Pacer FDS TR TRENDPILOT 100 | $11.0M | 124.0K | 7.7% | ▲New New position | |
| 5 | Vanguard World FD INF TECH ETF | $10.2M | 85.6K | 7.2% | ▲+846% Added · +77K sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $7.2M | 141.2K | 5.1% | ▲+272% Added · +103K sh | |
| 7 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $5.0M | 30.9K | 3.5% | ▲New New position | |
| 8 | Ishares TR CORE S&P500 ETF | $4.9M | 6.6K | 3.5% | ▼−68% Reduced · −14K sh | |
| 9 | SPDR Series Trust ST NUVE HIGH ETF | $4.8M | 188.5K | 3.4% | ▲New New position | |
| 10 | Vanguard Scottsdale FDS VNG RUS1000GRW | $4.7M | 36.9K | 3.3% | ▲New New position | |
| 11 | SPDR Series Trust ST SHO TREAS ETF | $4.7M | 161.0K | 3.3% | ▼−43% Reduced · −120K sh | |
| 12 | Vaneck ETF Trust VANECK SHRT MUNI | $4.5M | 258.9K | 3.2% | ▲New New position | |
| 13 | DBX ETF TR XTRACK MUN INFRA | $3.5M | 139.7K | 2.5% | ▲New New position | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.5M | 49.4K | 2.5% | ▲New New position | |
| 15 | Pacer FDS TR GLOBL CASH ETF | $3.3M | 76.2K | 2.3% | ▼−44% Reduced · −60K sh | |
| 16 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $2.9M | 16.8K | 2.0% | ▲+312% Added · +13K sh | |
| 17 | Ishares TR US SML CAP EQT | $2.9M | 32.1K | 2.0% | ▲New New position | |
| 18 | Vanguard Index FDS SMALL CP ETF | $2.8M | 9.2K | 2.0% | ▼−46% Reduced · −8K sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.6M | 34.3K | 1.9% | ▼−9.9% Reduced · −4K sh | |
| 20 | Ishares TR 3 7 YR TREAS BD | $2.3M | 19.4K | 1.6% | ▲New New position | |
| 21 | Ishares TR NATIONAL MUN ETF | $2.3M | 20.9K | 1.6% | ▲New New position | |
| 22 | Vanguard Wellington FD US MOMENTUM | $2.2M | 8.7K | 1.5% | ▲New New position | |
| 23 | Vanguard Index FDS MID CAP ETF | $2.2M | 26.9K | 1.5% | ▲+76% Added · +12K sh | |
| 24 | Marriott Intl Inc New CL A | $1.6M | 4.3K | 1.1% | ▼−3.2% Reduced · −140 sh | |
| 25 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.5M | 2.3K | 1.1% | ▲New New position | |
| 26 | Pacer FDS TR METAURUS CAP 400 | $1.5M | 33.6K | 1.1% | ▼−80% Reduced · −136K sh | |
| 27 | SPDR Series Trust ST STR P500GRW | $1.5M | 12.5K | 1.0% | ▼−6.6% Reduced · −880 sh | |
| 28 | ETF Ser Solutions DEFIA QUANT ETF | $1.4M | 8.5K | 1.0% | ▲New New position | |
| 29 | Bentley Sys Inc COM CL B | $997K | 33.4K | 0.7% | ▼−25% Reduced · −11K sh | |
| 30 | Vaneck ETF Trust INTRMDT MUNI ETF | $752K | 16.0K | 0.5% | ▲New New position | |
| 31 | SPDR Series Trust ST STR P500ETF | $664K | 7.6K | 0.5% | ▲+14% Added · +903 sh | |
| 32 | Innovator Etfs Trust GROWT ACCEL ETF | $592K | 14.5K | 0.4% | ▲New New position | |
| 33 | Innovator Etfs Trust US EQUITY ACCELE | $585K | 13.6K | 0.4% | ▲New New position | |
| 34 | SPDR Series Trust ST NUVE TERM ETF | $467K | 9.7K | 0.3% | ▼−93% Reduced · −128K sh | |
| 35 | Independent BK Corp Mass COM | $388K | 10.8K | 0.3% | ▲New New position | |
| 36 | Vanguard Index FDS LARGE CAP ETF | $379K | 1.1K | 0.3% | ▼−13% Reduced · −170 sh | |
| 37 | Fidelity Covington Trust MSCI INFO TECH I | $341K | 1.2K | 0.2% | ▲New New position | |
| 38 | Vanguard Whitehall FDS HIGH DIV YLD | $315K | 2.0K | 0.2% | ▼−27% Reduced · −754 sh | |
| 39 | Ishares TR RUS TP200 GR ETF | $281K | 968 | 0.2% | ▼−6.6% Reduced · −68 sh | |
| 40 | Vanguard Index FDS GROWTH ETF | $265K | 3.1K | 0.2% | ▲+396% Added · +2K sh | |
| 41 | Procter & Gamble Co COM | $246K | 1.7K | 0.2% | —Held | |
| 42 | Ishares TR CORE MSCI EAFE | $245K | 2.5K | 0.2% | ▲New New position | |
| 43 | Ishares TR CORE S&P SCP ETF | $236K | 1.6K | 0.2% | ▼−29% Reduced · −656 sh | |
| 44 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $230K | 2.5K | 0.2% | ▲New New position | |
| 45 | SPDR Series Trust ST STR SP600GRWO | $229K | 1.9K | 0.2% | ▲New New position | |
| 46 | Innovator Etfs Trust US EQTY ULTRA B | $220K | 5.3K | 0.2% | ▲New New position |
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Use Arkolith to show MY Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.