My Wealth Management Inc.'s Q2 2026 Portfolio Activity
My Wealth Management Inc., with a portfolio value of $142 million as of June 30, 2026, showed significant changes in its holdings during the quarter. The firm increased positions in several ETFs while decreasing shares in others.
As of My Wealth Management Inc.'s latest filing dated June 30, 2026, the investment firm's portfolio value stands at $142 million. This comprehensive review focuses on observable changes in holdings during this quarter based on the changed_holdings data provided.
Prominent Purchases: The most notable buying activity occurred with several ETFs. Investor ICSH, representing IShares TR (ICSH), saw its position increase by a substantial 77.26% in shares during the quarter. Similarly, VGT experienced an extraordinary growth of 846.09%, making it one of the largest buys for My Wealth Management Inc.
Furthermore, JMST was significantly increased with a 271.95% jump in holdings. The firm also maintained its positions at SMLF and SPMO exactly from the previous quarter, both being classified as significant buys due to their unchanged status but representing continuation of existing large stakes.
Major Sales: On the selling side, My Wealth Management Inc. notably decreased its position in IVV by 67.73% during Q2 2026. This substantial reduction qualifies as a significant sell activity for the firm.
In addition to this large decrease, the investor also significantly reduced holdings in two other ETFs: QDPL saw an 80.21% decline in shares, and SHM experienced a drastic -92.94% change, indicating major exits from these positions during the quarter.
Other Changes: Beyond the significant buys and sells highlighted above, My Wealth Management Inc. also adjusted other holdings this quarter. For instance, GCOW showed a decrease of 44.16%, while RVNU increased by 48.97%. SPTS decreased by -42.66%.
These changes reflect the dynamic nature of My Wealth Management Inc.'s investment strategy during Q2 2026, involving both substantial additions and reductions across various ETF holdings.