My Purposeful Wealth Corp. Portfolio Holdings

My Purposeful Wealth Corp.

  • $382 Billion
  • Q4 2025

My Purposeful Wealth Corp. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $382 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $81.8B, Ishares Core S&P 500 ETF with a value of $24.6B, Ishares Core S&P Total U.S. St with a value of $16.9B, Morgan Stanley ETF Trust with a value of $15.3B, and Schwab Strategic Tr Us Large C with a value of $15.1B.

Examining the 13F form we can see an increase of $47.1B in the current position value, from $335B to 382B.

My Purposeful Wealth Corp. is based out at Omaha, NE

Below you can find more details about My Purposeful Wealth Corp. portfolio as well as his latest detailed transactions.

Portfolio value $382 Billion
ETFs: $308 Billion
Consumer Cyclical: $18 Billion
Communication Services: $11.4 Billion
Technology: $11.4 Billion
Industrials: $7.92 Billion
Financial Services: $7.07 Billion
Healthcare: $1.6 Billion
Consumer Defensive: $590 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$330M
$5.39 Billion 1.41% of portfolio
435,744
Q4 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $382 Billion
  • Prior Value $335 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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