13F Filings History of MY Wealth Management Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$114,748,171
Signature - Title
Melissa Price - Office Manager
Location
Germantown, MD
Summary
This page shows a list of all the recent 13F filings made by MY Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MY Wealth Management Inc. reported 37 stock holdings with total value $114,748,171 as of Q4 2025. Top holdings included PTLC, PTNQ, IVV, HEGD, and ICSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $114,748,171 +$10,679,465 -$10,613,977 +$65,488 PTLC, PTNQ, IVV, HEGD, ICSH 13F-HR 10 Feb 2026, 11:13
Q3 2025 34 $114,024,276 +$8,198,977 -$2,985,476 +$5,213,501 PTLC, JMST, PTNQ, IVV, ICSH 13F-HR 15 Oct 2025, 15:59
Q2 2025 31 $104,365,714 +$43,537,752 -$46,897,407 -$3,359,655 JMST, PTLC, PTNQ, ICSH, IVV 13F-HR 14 Jul 2025, 13:47
Q1 2025 26 $103,353,201 +$7,313,069 -$3,360,609 +$3,952,460 TLT, IEF, IVV, PTLC, SPTS 13F-HR 06 May 2025, 15:09
Q4 2024 26 $100,140,584 +$12,161,544 -$7,199,835 +$4,961,709 IEF, TLT, IVV, SPTS, PTLC 13F-HR 07 Feb 2025, 17:11
Q3 2024 26 $98,585,316 +$12,585,575 -$6,241,340 +$6,344,235 TLT, IEF, SPTS, SLV, IVV 13F-HR 07 Nov 2024, 11:55
Q2 2024 24 $87,821,183 +$8,277,627 -$11,184,408 -$2,906,781 TLT, IEF, IVV, SHM, SPTS 13F-HR 07 Aug 2024, 19:21
Q1 2024 25 $90,654,018 +$24,749,179 -$41,281,760 -$16,532,581 TLT, IEF, IVV, SPTS, GCOW 13F-HR 13 May 2024, 12:26
Q4 2023 26 $106,289,009 +$16,081,480 -$19,092,976 -$3,011,496 TLT, PFXF, VGT, IVV, ANGL 13F-HR 08 Feb 2024, 17:26
Q3 2023 29 $100,630,154 +$318,523 -$3,893,673 -$3,575,150 PFXF, ANGL, VGT, TLT, IVV 13F-HR 14 Nov 2023, 13:51
Q2 2023 29 $109,613,722 +$6,594,289 -$611,712 +$5,982,577 PFXF, ANGL, TLT, VGT, IVV 13F-HR 31 Jul 2023, 17:10
Q1 2023 27 $99,860,258 +$34,327,721 -$4,323,572 +$30,004,149 PFXF, ANGL, TLT, VGT, IVV 13F-HR 27 Apr 2023, 21:05
Q4 2022 23 $65,646,549 +$9,751,890 -$39,942,232 -$30,190,342 PFXF, ANGL, VGT, IVV, VO 13F-HR 01 Feb 2023, 12:55
Q3 2022 25 $93,248,000 +$28,528,014 -$24,195,036 +$4,332,978 VV, PFXF, VGT, ANGL, VCIT 13F-HR 09 Nov 2022, 14:47
Q2 2022 27 $92,599,000 +$713,641 -$568,901 +$144,740 VV, VGT, SNUG, IEF, VCIT 13F-HR 29 Jul 2022, 20:49
Q1 2022 26 $107,932,000 +$26,973,004 -$26,672,580 +$300,424 VV, VGT, SNUG, VO, VB 13F-HR 03 May 2022, 20:58
Q4 2021 27 $113,741,000 $0 $0 $0 VGT, VV, XMMO, SNUG, WIZ 13F-HR 03 Feb 2022, 21:36