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MPG
My Portfolio Guide Portfolio holdings
AUM
$181M
This Fund
S&P 500
This Quarter
Est. Return
+2.43%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
101.96%
Top 10 Holdings %
Top 10 Hldgs %
76.14%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$29.6M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$19.6M |
| 3 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$16.7M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$15.1M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$12.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.55% |
| 2 | Energy | 0.84% |
| 3 | Industrials | 0.79% |
| 4 | Healthcare | 0.72% |
| 5 | Consumer Staples | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ameren
AEE
$30.3B
| $6.78K | ﹤0.01% |
+62
| New | +$6.63K |
|
127
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.5B
| $6.66K | ﹤0.01% |
+120
| New | +$6.94K |
|
128
Walmart Inc
WMT
$910B
| $6.23K | ﹤0.01% |
+50
| New | +$6.14K |
|
129
Halliburton
HAL
$29.2B
| $6.07K | ﹤0.01% |
+156
| New | +$5.4K |
|
130
Constellation Energy
CEG
$97.1B
| $5.89K | ﹤0.01% |
+21
| New | +$6.38K |
|
131
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
| $5.76K | ﹤0.01% |
+30
| New | +$5.95K |
|
132
Bitwise Bitcoin ETF
BITB
$2.63B
| $5.52K | ﹤0.01% |
+150
| New | +$6.22K |
|
|
ATYR
133
aTyr Pharma
ATYR
$52.3M
| $5.46K | ﹤0.01% |
+7,000
| New | +$5.91K |
|
134
Carnival Corporation Ltd
CCL
$36.6B
| $5.41K | ﹤0.01% |
+209
| New | +$6.09K |
|
135
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$203M
| $4.86K | ﹤0.01% |
+48
| New | +$5.5K |
|
136
Norwegian Cruise Line
NCLH
$7.96B
| $4.67K | ﹤0.01% |
+250
| New | +$5.46K |
|
137
Guardant Health
GH
$21.9B
| $4.62K | ﹤0.01% |
+50
| New | +$5.02K |
|
138
Arm
ARM
$266B
| $4.54K | ﹤0.01% |
+30
| New | +$3.64K |
|
139
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.4B
| $4.42K | ﹤0.01% |
+100
| New | +$5.12K |
|
|
ETHW
140
Bitwise Ethereum ETF
ETHW
$224M
| $3.98K | ﹤0.01% |
+265
| New | +$4.54K |
|
141
Allstate
ALL
$65.7B
| $3.79K | ﹤0.01% |
+18
| New | +$3.69K |
|
142
Walt Disney
DIS
$185B
| $3.66K | ﹤0.01% |
+38
| New | +$4.02K |
|
143
Robinhood
HOOD
$86.1B
| $3.46K | ﹤0.01% |
+50
| New | +$4.39K |
|
144
Occidental Petroleum
OXY
$60.1B
| $3.27K | ﹤0.01% |
+50
| New | +$2.52K |
|
145
Capital One
COF
$135B
| $2.59K | ﹤0.01% |
+14
| New | +$2.93K |
|
146
Super Micro Computer
SMCI
$23.7B
| $2.57K | ﹤0.01% |
+113
| New | +$3.39K |
|
147
Merck
MRK
$376B
| $1.93K | ﹤0.01% |
+16
| New | +$1.85K |
|
148
Salesforce
CRM
$169B
| $1.87K | ﹤0.01% |
+10
| New | +$2.07K |
|
149
General Motors
GM
$74.5B
| $1.86K | ﹤0.01% |
+25
| New | +$1.99K |
|
150
Advanced Energy
AEIS
$11.8B
| $1.61K | ﹤0.01% |
+5
| New | +$1.45K |
|
Similar funds
AG
AFS
CF
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PS
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OBC
CFS
My Portfolio Guide's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for My Portfolio Guide, which disclosed 166 positions worth $181M. Its ten largest holdings account for 76% of the portfolio.
Its largest position is State Street SPDR Portfolio Aggregate Bond ETF: 1,148,667 shares worth $29.4M.
By sector, the portfolio is most concentrated in Technology at 5.5% of assets, followed by Energy and Industrials.
- My Portfolio Guide's largest Q1 2026 buy was State Street SPDR Portfolio Aggregate Bond ETF: 1,148,667 shares worth $29.4M.
- My Portfolio Guide's ten largest holdings make up 76% of its $181M portfolio in Q1 2026.
- My Portfolio Guide disclosed 166 positions in Q1 2026, its first 13F filing on record.
Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.