13F HOLDINGS REPORT
MY PURPOSEFUL WEALTH CORP.
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001965176-25-000002
Total Value
$335.0M
Positions
116
Other Managers
1
Confidential Omitted
No
Holdings (116)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 157,471 | $75.5M | 22.54% |
| 2 | ISHARES TR | 464287200 | 31,151 | $20.8M | 6.22% |
| 3 | ISHARES TR | 464287150 | 111,729 | $16.3M | 4.86% |
| 4 | MORGAN STANLEY ETF TRUST | MS-PQ | 239,599 | $12.3M | 3.68% |
| 5 | ISHARES TR | 464287671 | 70,175 | $11.5M | 3.45% |
| 6 | ISHARES TR | 464287614 | 24,564 | $11.5M | 3.43% |
| 7 | SCHWAB STRATEGIC TR | 808524201 | 397,406 | $10.5M | 3.12% |
| 8 | VANGUARD INDEX FDS | 922908512 | 58,663 | $10.2M | 3.06% |
| 9 | TAPESTRY INC | TPR | 78,354 | $8.9M | 2.65% |
| 10 | ISHARES TR | 464287481 | 58,856 | $8.4M | 2.50% |
| 11 | VANGUARD INDEX FDS | 922908769 | 24,029 | $7.9M | 2.35% |
| 12 | SCHWAB STRATEGIC TR | 808524797 | 288,275 | $7.9M | 2.35% |
| 13 | SPDR SERIES TRUST | 78464A508 | 123,614 | $6.8M | 2.04% |
| 14 | SPDR SERIES TRUST | 78464A300 | 69,806 | $6.2M | 1.85% |
| 15 | SCHWAB STRATEGIC TR | 808524607 | 219,256 | $6.1M | 1.83% |
| 16 | BOSTON OMAHA CORP | BOC | 435,634 | $5.7M | 1.70% |
| 17 | VANGUARD INDEX FDS | 922908744 | 28,767 | $5.4M | 1.60% |
| 18 | ISHARES TR | 464287663 | 49,838 | $5.0M | 1.49% |
| 19 | VANGUARD BD INDEX FDS | 921937835 | 63,451 | $4.7M | 1.41% |
| 20 | ISHARES TR | 464287630 | 26,646 | $4.7M | 1.41% |
| 21 | ISHARES TR | 464287648 | 13,049 | $4.2M | 1.25% |
| 22 | UNION PAC CORP | UNP | 17,101 | $4.0M | 1.21% |
| 23 | UNION PAC CORP | UNP | 15,885 | $3.8M | 1.12% |
| 24 | BUCKLE INC | BKE | 61,439 | $3.6M | 1.08% |
| 25 | APPLE INC | AAPL | 13,531 | $3.4M | 1.03% |
| 26 | VANGUARD INDEX FDS | 922908611 | 16,474 | $3.4M | 1.03% |
| 27 | META PLATFORMS INC | META | 3,753 | $2.8M | 0.82% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,313 | $2.7M | 0.80% |
| 29 | ISHARES TR | 464287887 | 18,565 | $2.6M | 0.78% |
| 30 | SPDR SERIES TRUST | 78464A409 | 22,704 | $2.4M | 0.71% |
| 31 | VANGUARD INDEX FDS | 922908538 | 7,432 | $2.2M | 0.65% |
| 32 | SPDR SERIES TRUST | 78464A847 | 37,822 | $2.2M | 0.65% |
| 33 | SPDR SERIES TRUST | 78464A805 | 25,474 | $2.1M | 0.61% |
| 34 | VANGUARD TAX-MANAGED FDS | 921943858 | 32,731 | $2.0M | 0.59% |
| 35 | SPDR S&P 500 ETF TR | SPY | 2,884 | $1.9M | 0.57% |
| 36 | SCHWAB STRATEGIC TR | 808524300 | 59,041 | $1.9M | 0.56% |
| 37 | SPDR SERIES TRUST | 78464A839 | 22,071 | $1.8M | 0.55% |
| 38 | VANGUARD INDEX FDS | 922908629 | 6,094 | $1.8M | 0.53% |
| 39 | SPDR INDEX SHS FDS | 78463X889 | 40,618 | $1.7M | 0.52% |
| 40 | VANGUARD MUN BD FDS | 922907746 | 34,231 | $1.7M | 0.51% |
| 41 | NVIDIA CORPORATION | NVDA | 8,662 | $1.6M | 0.48% |
| 42 | MICROSOFT CORP | MSFT | 3,037 | $1.6M | 0.47% |
| 43 | AMAZON COM INC | AMZN | 6,244 | $1.4M | 0.41% |
| 44 | DIMENSIONAL ETF TRUST | 25434V500 | 18,132 | $1.2M | 0.37% |
| 45 | ISHARES TR | 46432F842 | 14,119 | $1.2M | 0.37% |
| 46 | ISHARES TR | 464287226 | 12,255 | $1.2M | 0.37% |
| 47 | MASTERCARD INCORPORATED | MA | 2,085 | $1.2M | 0.35% |
| 48 | SCHWAB STRATEGIC TR | 808524508 | 39,415 | $1.2M | 0.35% |
| 49 | TESLA INC | TSLA | 2,566 | $1.1M | 0.34% |
| 50 | S&P GLOBAL INC | SPGI | 2,199 | $1.1M | 0.32% |
| 51 | VANGUARD INDEX FDS | 922908595 | 3,249 | $966,921 | 0.29% |
| 52 | SPDR SERIES TRUST | 78464A201 | 9,257 | $873,015 | 0.26% |
| 53 | VANGUARD INDEX FDS | 922908637 | 2,632 | $810,263 | 0.24% |
| 54 | SPDR SERIES TRUST | 78464A854 | 10,188 | $798,132 | 0.24% |
| 55 | ISHARES INC | 46434G103 | 11,503 | $758,285 | 0.23% |
| 56 | ISHARES TR | 464288414 | 6,898 | $734,544 | 0.22% |
| 57 | ISHARES TR | 46436E718 | 7,061 | $711,011 | 0.21% |
| 58 | ISHARES TR | 464287473 | 4,881 | $681,733 | 0.20% |
| 59 | VANGUARD WORLD FD | 92204A702 | 904 | $675,003 | 0.20% |
| 60 | BLACKROCK ETF TRUST II | BLK | 12,120 | $645,264 | 0.19% |
| 61 | THERMO FISHER SCIENTIFIC INC | TMO | 1,323 | $641,668 | 0.19% |
| 62 | ALPHABET INC | GOOG | 2,573 | $625,527 | 0.19% |
| 63 | VANGUARD INTL EQUITY INDEX F | 922042874 | 6,991 | $557,859 | 0.17% |
| 64 | ALPHABET INC | GOOG | 2,289 | $557,532 | 0.17% |
| 65 | NVIDIA CORPORATION | NVDA | 2,983 | $556,598 | 0.17% |
| 66 | ISHARES TR | 464287507 | 8,414 | $549,121 | 0.16% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,082 | $546,259 | 0.16% |
| 68 | ISHARES TR | 464287499 | 5,304 | $512,144 | 0.15% |
| 69 | INVESCO QQQ TR | IVZ | 852 | $511,563 | 0.15% |
| 70 | SPDR INDEX SHS FDS | 78463X509 | 10,538 | $493,263 | 0.15% |
| 71 | APPLE INC | AAPL | 1,920 | $488,912 | 0.15% |
| 72 | VANGUARD INDEX FDS | 922908363 | 794 | $486,413 | 0.15% |
| 73 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 6,511 | $478,829 | 0.14% |
| 74 | MICROSOFT CORP | MSFT | 922 | $477,799 | 0.14% |
| 75 | VANGUARD INDEX FDS | 922908751 | 1,846 | $469,343 | 0.14% |
| 76 | SELECT SECTOR SPDR TR | 81369Y803 | 1,567 | $441,650 | 0.13% |
| 77 | VANGUARD SCOTTSDALE FDS | 92206C706 | 7,203 | $432,424 | 0.13% |
| 78 | SCHWAB STRATEGIC TR | 808524722 | 12,720 | $408,577 | 0.12% |
| 79 | SCHWAB STRATEGIC TR | 808524706 | 12,003 | $400,524 | 0.12% |
| 80 | SCHWAB STRATEGIC TR | 808524805 | 16,195 | $377,012 | 0.11% |
| 81 | VANGUARD WHITEHALL FDS | 921946406 | 2,500 | $352,382 | 0.11% |
| 82 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 633 | $318,234 | 0.09% |
| 83 | BROADCOM INC | AVGO | 960 | $316,783 | 0.09% |
| 84 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 633 | $293,546 | 0.09% |
| 85 | AMAZON COM INC | AMZN | 1,322 | $290,271 | 0.09% |
| 86 | ISHARES BITCOIN TRUST ETF | IBIT | 3,904 | $253,728 | 0.08% |
| 87 | VANGUARD SCOTTSDALE FDS | 92206C870 | 2,921 | $245,692 | 0.07% |
| 88 | META PLATFORMS INC | META | 324 | $238,103 | 0.07% |
| 89 | PRENETICS GLOBAL LTD | PRENW | 17,382 | $231,181 | 0.07% |
| 90 | BROADCOM INC | AVGO | 665 | $219,409 | 0.07% |
| 91 | VANGUARD INTL EQUITY INDEX F | 922042718 | 1,488 | $212,141 | 0.06% |
| 92 | SELECT SECTOR SPDR TR | 81369Y209 | 1,498 | $208,470 | 0.06% |
| 93 | ISHARES TR | 464287606 | 2,111 | $202,436 | 0.06% |
| 94 | VISA INC | V | 577 | $197,045 | 0.06% |
| 95 | ALPHABET INC | GOOG | 788 | $191,810 | 0.06% |
| 96 | JPMORGAN CHASE & CO. | VYLD | 590 | $186,240 | 0.06% |
| 97 | WALMART INC | WMT | 1,778 | $183,191 | 0.05% |
| 98 | STARBUCKS CORP | SBUX | 2,165 | $183,127 | 0.05% |
| 99 | JPMORGAN CHASE & CO. | VYLD | 532 | $167,712 | 0.05% |
| 100 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 600 | $167,574 | 0.05% |
| 101 | TESLA INC | TSLA | 375 | $166,770 | 0.05% |
| 102 | HOME DEPOT INC | HD | 352 | $142,651 | 0.04% |
| 103 | JOHNSON & JOHNSON | JNJ | 749 | $138,970 | 0.04% |
| 104 | ALPHABET INC | GOOG | 533 | $129,502 | 0.04% |
| 105 | NETFLIX INC | NFLX | 108 | $128,945 | 0.04% |
| 106 | HOME DEPOT INC | HD | 244 | $98,760 | 0.03% |
| 107 | NETFLIX INC | NFLX | 82 | $98,312 | 0.03% |
| 108 | STARBUCKS CORP | SBUX | 1,120 | $94,762 | 0.03% |
| 109 | JOHNSON & JOHNSON | JNJ | 470 | $87,210 | 0.03% |
| 110 | MASTERCARD INCORPORATED | MA | 129 | $73,400 | 0.02% |
| 111 | WALMART INC | WMT | 668 | $68,817 | 0.02% |
| 112 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 175 | $48,938 | 0.01% |
| 113 | VISA INC | V | 128 | $43,755 | 0.01% |
| 114 | THERMO FISHER SCIENTIFIC INC | TMO | 38 | $18,431 | 0.01% |
| 115 | S&P GLOBAL INC | SPGI | 26 | $12,654 | 0.00% |
| 116 | TAPESTRY INC | TPR | 74 | $8,378 | 0.00% |