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MY Wealth Management Inc.
MY Wealth Management Inc. is a registered investment adviser headquartered in Germantown, Maryland, United States. The firm serves individuals, families, and institutions through tailored wealth management and financial planning services. Founded in 2014, it operates with a small team and focuses on providing personalized investment strategies for its clients.
Investment Strategy
MY Wealth Management Inc. employs a multi-asset investment approach, focusing on diversified portfolios across equities, fixed income, and other asset classes. The firm provides personalized strategies aligned with client financial goals, balancing risk management with long-term value creation. Their philosophy emphasizes fiduciary responsibility, transparency, and disciplined rebalancing.
Latest 13F Filing Activity
MY Wealth Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 34 equity positions with a total 13F market value of $114M. The fund increased holdings in Listed FDS TR, DBX Etf TR, Ishares TR among other positions. MY Wealth Management Inc. reduced exposure to J P Morgan Exchange Traded F, Bentley SYS Inc., Marriott Intl Inc. New among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PTLC | PACER FDS TR | 11.25% | $12.8M | 234,285 | $52.49 | $54.76 | +$973.2K |
J JMST | J P MORGAN EXCHANGE TRADED F | 11.14% | $12.7M | 248,782 | $50.91 | $51.04 | -$2.5M |
P PTNQ | PACER FDS TR | 9.07% | $10.3M | 133,435 | $71.48 | $77.53 | +$989.5K |
I IVV | ISHARES TR | 9.03% | $10.3M | 15,390 | $506.18 | $669.30 | +$2.3M |
I ICSH | ISHARES TR | 8.25% | $9.4M | 185,333 | $50.71 | $50.75 | +$115.6K |
Industry Allocation
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