§ 13F · FUND PROFILE
MY Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 37Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PTLC | PACER FDS TR | 219K | $12.1T | 10.6% | NEW |
| 2 | PTNQ | PACER FDS TR | 129K | $10.1T | 8.8% | NEW |
| 3 | IVV | ISHARES TR | 15K | $10.1T | 8.8% | NEW |
| 4 | HEGD | LISTED FDS TR | 384K | $9.7T | 8.4% | NEW |
| 5 | ICSH | ISHARES TR | 184K | $9.3T | 8.1% | NEW |
| 6 | VGT | VANGUARD WORLD FD | 8K | $6.4T | 5.6% | NEW |
| 7 | JMST | J P MORGAN EXCHANGE TRADED F | 119K | $6.1T | 5.3% | NEW |
| 8 | GCOW | PACER FDS TR | 128K | $5.3T | 4.6% | NEW |
| 9 | IEF | ISHARES TR | 46K | $4.4T | 3.8% | NEW |
| 10 | VB | VANGUARD INDEX FDS | 17K | $4.4T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MY SIGNAL
AC read
MY Wealth Management Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed