MY Wealth Management Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 43 distinct positions held by the firm during the third quarter of 2026.
The largest position disclosed in the portfolio is the Vanguard S&P 500 ETF (VOO), with 6,535 shares. The firm also holds significant positions in the Vanguard Morningstar Large Cap ETF (VMLV) with 829 shares, the Vanguard Morningstar Mid Cap ETF (VIMAX) with 26,217 shares, and the Vanguard Morningstar Small Cap ETF (VSMAX) with 8,836 shares.
Among individual equities, the filing shows a position in Marriott International Inc. Class A with 4,267 shares. Other notable individual stock holdings include Bentley Systems Inc. Class B with 33,356 shares and Procter & Gamble Co. with 1,678 shares.
The portfolio also includes a variety of exchange-traded funds (ETFs) and other investment products. Major holdings include the iShares Ultra Short Duration ETF (SGOV) with 277,265 shares, the iShares 3-7 Year Treasury Bond ETF (IEF) with 16,559 shares, and the VanEck Semiconductor ETF (SMH) with 5,107 shares. The firm also holds positions in the Vanguard World Fund Information Technology ETF (VGT) with 111,506 shares and the Vanguard Wellington Fund US Momentum ETF (VWEMX) with 16,746 shares.
