StockDriftsStockDriftsTop 26 MY Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 15.13% | 171.7K | $15.6M | +2777.84%(+165.75K) | $87.57(-3.16%) | 2026-03-31 | |
| IEF | ISHARES TR | 13.17% | 142.7K | $13.6M | +211.97%(+96.99K) | $95.76(-1.50%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.04% | 20.3K | $11.4M | +37.38%(+5.52K) | $541.12(+37.81%) | 2026-03-31 | |
| PTLC | PACER FDS TR | 8.71% | 174.9K | $9.0M | -19.97%(-43.66K) | $52.42(+10.24%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 7.95% | 280.8K | $8.2M | +95.89%(+137.46K) | $29.25(-0.72%) | 2026-03-31 | |
| SHM | SPDR SERIES TRUST | 6.36% | 138.0K | $6.6M | +1286.46%(+128.04K) | $47.88(-0.26%) | 2026-03-31 | |
| QDPL | PACER FDS TR | 5.99% | 169.6K | $6.2M | +97.04%(+83.50K) | $36.39(+24.44%) | 2026-03-31 | |
| GCOW | PACER FDS TR | 4.88% | 136.4K | $5.0M | +6.40%(+8.21K) | $33.49(+38.38%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.75% | 9.0K | $4.9M | +6.64%(+563) | $57.23(+98.22%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 4.09% | 136.4K | $4.2M | new | $23.53(+237.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.60% | +21.15% |
| Top 20 Holdings Unweighted | +9.93% | +32.85% |
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