MY Wealth Management Inc. reported 46 holdings worth US$142M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
MY Wealth Management Inc. reported 46 holdings worth US$142M as of Jun 30, 2026. Largest: Marriott International, Bentley Systems, Incorporated and Independent Bank Corp. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$142M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Marriott International | 4,267 | US$1.58M | 1.1% |
| Bentley Systems, Incorporated | 33,356 | US$997K | 0.70% |
| Independent Bank Corp. | 10,757 | US$388K | 0.27% |
| Procter & Gamble Company (the) | 1,678 | US$246K | 0.17% |