MY Wealth Management Inc. has filed its latest 13F-HR report, detailing its holdings as of September 30, 2026. The report indicates that the company has a total value of $137 million in various securities. This filing is significant as it provides insight into the company’s investment strategies and positions in the market.
MY Wealth Management Inc., based in Germantown, Maryland, is categorized as an asset management firm. The company operates under the Central Index Key (CIK) number 0001827845 and has been active in filing various reports with the SEC, including its recent 13F-HR submissions. The firm focuses on managing investments for its clients, which include individual and institutional investors.
The 13F-HR filing reveals that MY Wealth Management holds a diverse array of investments. Notable holdings include shares in major companies such as Marriott International, Procter & Gamble, and ExxonMobil. The report shows that the firm has invested in a range of sectors, reflecting a strategy aimed at capitalizing on various market opportunities.
According to the filing, the total number of entries in the report is 43, indicating a well-diversified portfolio. The company’s investment discretion is noted as “SOLE,” meaning it has complete control over the investment decisions for these holdings. This level of discretion allows MY Wealth Management to respond swiftly to market changes and client needs.
The impact of this filing may resonate beyond just MY Wealth Management. Other asset management firms and competitors will likely analyze these holdings to gauge market trends and investment strategies. This could lead to shifts in how firms approach their portfolios in light of MY Wealth Management's recent moves.
Looking ahead, it remains to be seen how MY Wealth Management will adjust its investment strategies in response to market conditions and competitor actions. The filing does not specify any upcoming votes or additional filings, leaving the future direction of the company open to speculation.