My Purposeful Wealth Corp. Purchases in Q4 2025

My Purposeful Wealth Corp.

  • $382 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
10.2K
+ 6.46%
$470.44 - $504.26 $4.79M - $5.13M
168K $81.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
162K
+ 40.88%
$25.85 - $27.19 $4.2M - $4.42M
560K $15.1B
IVV
Ishares Core S&P 500 ETF

ETFs
4.77K
+ 15.3%
$656.2 - $690.71 $3.13M - $3.29M
35.9K $24.6B
Morgan Stanley ETF Trust
57.8K
+ 24.14%
N/A
297K $15.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
115K
+ 708.1%
$23.02 - $24.23 $2.64M - $2.78M
131K $3.15B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
39.7K
+ 32.13%
$54.27 - $56.85 $2.16M - $2.26M
163K $9.28B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.13K
+ 16.82%
$459.47 - $491.71 $1.9M - $2.03M
28.7K $13.6B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
48K
+ 399.83%
$32.35 - $34.37 $1.55M - $1.65M
60K $1.96B
VOE
Vanguard Mid Cap Value Index F

ETFs
7.46K
+ 12.72%
$169.53 - $176.53 $1.27M - $1.32M
66.1K $11.7B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
46K
+ 116.76%
$28.9 - $30.17 $1.33M - $1.39M
85.4K $2.57B
GOOGL
Alphabet Inc.

Communication Services
3.16K
+ 101.84%
$236.57 - $291.31 $748K - $921K
6.27K $1.96B
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.9K
+ 14.56%
$27.17 - $28.65 $867K - $914K
251K $7.15B
AAPL
Apple Inc.

Technology
2.53K
+ 16.36%
$245.27 - $275.25 $620K - $696K
18K $4.89B
AMZN
Amazon Com Inc

Consumer Cyclical
3.03K
+ 40.03%
$213.04 - $254.0 $645K - $769K
10.6K $2.45B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.3K
+ 8.77%
$26.44 - $27.53 $669K - $696K
314K $8.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.26K
+ 2.02%
$142.79 - $150.05 $323K - $339K
114K $16.9B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.87K
+ 74.19%
$90.99 - $95.91 $625K - $659K
16.1K $1.52B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.38K
+ 3.4%
$161.21 - $171.97 $384K - $410K
72.6K $12.2B
AVGO
Broadcom Inc.

Technology
1.76K
+ 108.12%
$324.63 - $385.98 $570K - $678K
3.38K $1.17B
SCHC
Schwab Strategic Tr Intl Small

ETFs
13.4K
New
$44.43 - $46.12 $597K - $620K
13.4K $612M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.2K
New
$53.68 - $54.54 $603K - $612K
11.2K $605M
MSFT
Microsoft Corp

Technology
1.43K
+ 35.99%
$496.82 - $542.07 $708K - $772K
5.38K $2.6B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.24K
+ 74.92%
$79.18 - $82.25 $415K - $431K
12.2K $1.02B
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
+ 11.04%
$201.42 - $211.15 $366K - $384K
18.3K $3.87B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.16K
+ 73.16%
$63.25 - $66.24 $389K - $408K
14.6K $962M
VTI
Vanguard Total Stock Market Et

ETFs
552
+ 2.3%
$321.8 - $337.95 $178K - $187K
24.6K $8.24B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.3K
+ 66.07%
$72.75 - $76.17 $313K - $328K
10.8K $810M
V
Visa Inc.

Financial Services
879
+ 124.68%
$325.75 - $352.42 $286K - $310K
1.58K $556M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.77K
+ 3.55%
$98.0 - $102.56 $174K - $182K
51.6K $5.29B
GS
Goldman Sachs Group Inc

Financial Services
345
New
$744.6 - $838.97 $257K - $289K
345 $304M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.35K
New
$114.27 - $121.15 $268K - $284K
2.35K $282M
GOOG
Alphabet Inc.

Communication Services
174
+ 5.65%
$237.49 - $291.74 $41.3K - $50.8K
3.25K $1.02B
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
New
$4804.01 - $5424.55 $240K - $271K
50 $267M
PH
Parker Hannifin Corp

Industrials
302
New
$716.66 - $857.93 $216K - $259K
302 $266M
ISRG
Intuitive Surgical Inc

Healthcare
438
New
$429.59 - $576.2 $188K - $252K
438 $248M
TJX
Tjx Companies Inc

Consumer Cyclical
1.57K
New
$138.56 - $147.63 $217K - $231K
1.57K $241M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.86K
+ 9.51%
$42.26 - $44.28 $163K - $171K
44.5K $1.98B
LLY
Eli Lilly & CO

Healthcare
198
New
$799.57 - $1025.28 $158K - $203K
198 $213M
PLTR
Palantir Technologies Inc.

Technology
1.16K
New
$172.14 - $207.18 $200K - $241K
1.16K $207M
VEA
Vanguard Ftse Developed Market

ETFs
1.94K
+ 5.93%
$59.18 - $62.09 $115K - $120K
34.7K $2.17B
IWM
Ishares Russell 2000 ETF

ETFs
827
New
$236.79 - $250.33 $196K - $207K
827 $203M
COST
Costco Wholesale Corp

Consumer Defensive
233
New
$910.94 - $954.99 $212K - $223K
233 $201M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.41K
+ 7.58%
$136.54 - $144.07 $192K - $203K
20K $2.82B
JPM
Jpmorgan Chase & CO

Financial Services
543
+ 48.4%
$294.11 - $320.41 $160K - $174K
1.67K $536M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
359
+ 6.04%
$475.68 - $513.11 $171K - $184K
6.31K $3.17B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.4K
+ 33.67%
$52.54 - $55.77 $178K - $189K
13.5K $725M
TMO
Thermo Fisher Scientific Inc.

Healthcare
85
+ 6.25%
$524.58 - $588.02 $44.6K - $50K
1.45K $838M
SPMD
Spdr Portfolio

ETFs
2.59K
+ 6.85%
$55.44 - $58.05 $144K - $150K
40.4K $2.34B
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 43.09%
$101.18 - $109.03 $107K - $115K
3.5K $390M
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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