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.
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 |