MY Wealth Management Inc. - Portfolio overview

MY Wealth Management Inc. has 36 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. TLT - ISHARES TR, 11.31%
2. IEF - ISHARES TR, 9.85%
3. IVV - ISHARES TR, 8.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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