13F HOLDINGS REPORT
MY PURPOSEFUL WEALTH CORP.
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001965176-26-000001
Total Value
$382.1M
Positions
137
Other Managers
1
Confidential Omitted
No
Holdings (137)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 167,647 | $81.8M | 21.41% |
| 2 | ISHARES TR | 464287200 | 35,918 | $24.6M | 6.44% |
| 3 | ISHARES TR | 464287150 | 113,989 | $16.9M | 4.44% |
| 4 | MORGAN STANLEY ETF TRUST | MS-PQ | 297,437 | $15.3M | 4.01% |
| 5 | SCHWAB STRATEGIC TR | 808524201 | 559,865 | $15.1M | 3.94% |
| 6 | ISHARES TR | 464287614 | 28,695 | $13.6M | 3.55% |
| 7 | ISHARES TR | 464287671 | 72,558 | $12.2M | 3.19% |
| 8 | VANGUARD INDEX FDS | 922908512 | 66,126 | $11.7M | 3.07% |
| 9 | TAPESTRY INC | TPR | 78,055 | $10.0M | 2.61% |
| 10 | SPDR SERIES TRUST | 78464A508 | 163,334 | $9.3M | 2.43% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 313,559 | $8.6M | 2.25% |
| 12 | VANGUARD INDEX FDS | 922908769 | 24,581 | $8.2M | 2.16% |
| 13 | ISHARES TR | 464287481 | 59,016 | $8.1M | 2.12% |
| 14 | SPDR SERIES TRUST | 78464A300 | 82,705 | $7.5M | 1.97% |
| 15 | SCHWAB STRATEGIC TR | 808524607 | 251,171 | $7.2M | 1.87% |
| 16 | VANGUARD INDEX FDS | 922908744 | 28,462 | $5.4M | 1.42% |
| 17 | BOSTON OMAHA CORP | BOC | 435,744 | $5.4M | 1.41% |
| 18 | ISHARES TR | 464287663 | 51,609 | $5.3M | 1.39% |
| 19 | ISHARES TR | 464287630 | 26,634 | $4.8M | 1.26% |
| 20 | APPLE INC | AAPL | 16,071 | $4.4M | 1.14% |
| 21 | ISHARES TR | 464287648 | 12,880 | $4.2M | 1.09% |
| 22 | UNION PAC CORP | UNP | 17,193 | $4.0M | 1.04% |
| 23 | VANGUARD BD INDEX FDS | 921937835 | 52,406 | $3.9M | 1.02% |
| 24 | VANGUARD INDEX FDS | 922908611 | 18,293 | $3.9M | 1.01% |
| 25 | UNION PAC CORP | UNP | 15,885 | $3.7M | 0.96% |
| 26 | BUCKLE INC | BKE | 61,439 | $3.3M | 0.86% |
| 27 | SCHWAB STRATEGIC TR | 808524805 | 130,872 | $3.1M | 0.82% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,672 | $2.9M | 0.75% |
| 29 | META PLATFORMS INC | META | 4,283 | $2.8M | 0.74% |
| 30 | ISHARES TR | 464287887 | 19,973 | $2.8M | 0.74% |
| 31 | SCHWAB STRATEGIC TR | 808524508 | 85,435 | $2.6M | 0.67% |
| 32 | SPDR SERIES TRUST | 78464A409 | 23,020 | $2.5M | 0.64% |
| 33 | SPDR SERIES TRUST | 78464A847 | 40,414 | $2.3M | 0.61% |
| 34 | VANGUARD INDEX FDS | 922908538 | 7,947 | $2.2M | 0.58% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 34,671 | $2.2M | 0.57% |
| 36 | MICROSOFT CORP | MSFT | 4,454 | $2.2M | 0.56% |
| 37 | AMAZON COM INC | AMZN | 9,256 | $2.1M | 0.56% |
| 38 | SPDR SERIES TRUST | 78464A805 | 25,004 | $2.1M | 0.54% |
| 39 | SPDR S&P 500 ETF TR | SPY | 2,931 | $2.0M | 0.52% |
| 40 | SPDR INDEX SHS FDS | 78463X889 | 44,481 | $2.0M | 0.52% |
| 41 | SPDR SERIES TRUST | 78464A839 | 23,225 | $2.0M | 0.51% |
| 42 | SCHWAB STRATEGIC TR | 808524706 | 59,995 | $2.0M | 0.51% |
| 43 | SCHWAB STRATEGIC TR | 808524300 | 57,498 | $1.9M | 0.49% |
| 44 | VANGUARD INDEX FDS | 922908629 | 6,299 | $1.8M | 0.48% |
| 45 | ALPHABET INC | GOOG | 5,735 | $1.8M | 0.47% |
| 46 | VANGUARD MUN BD FDS | 922907746 | 34,127 | $1.7M | 0.45% |
| 47 | NVIDIA CORPORATION | NVDA | 9,057 | $1.7M | 0.44% |
| 48 | SPDR SERIES TRUST | 78464A201 | 16,125 | $1.5M | 0.40% |
| 49 | DIMENSIONAL ETF TRUST | 25434V500 | 18,354 | $1.3M | 0.33% |
| 50 | ISHARES TR | 46432F842 | 14,134 | $1.3M | 0.33% |
| 51 | MASTERCARD INCORPORATED | MA | 2,176 | $1.2M | 0.33% |
| 52 | ISHARES TR | 464287226 | 11,828 | $1.2M | 0.31% |
| 53 | S&P GLOBAL INC | SPGI | 2,247 | $1.2M | 0.31% |
| 54 | TESLA INC | TSLA | 2,587 | $1.2M | 0.30% |
| 55 | VANGUARD INDEX FDS | 922908595 | 3,461 | $1.0M | 0.27% |
| 56 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,229 | $1.0M | 0.27% |
| 57 | ISHARES TR | 464287507 | 14,570 | $961,626 | 0.25% |
| 58 | BROADCOM INC | AVGO | 2,716 | $940,093 | 0.25% |
| 59 | SPDR SERIES TRUST | 78464A854 | 11,465 | $919,718 | 0.24% |
| 60 | ISHARES INC | 46434G103 | 12,334 | $829,066 | 0.22% |
| 61 | VANGUARD INDEX FDS | 922908637 | 2,595 | $816,751 | 0.21% |
| 62 | THERMO FISHER SCIENTIFIC INC | TMO | 1,408 | $815,681 | 0.21% |
| 63 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 10,813 | $809,664 | 0.21% |
| 64 | ALPHABET INC | GOOG | 2,463 | $772,975 | 0.20% |
| 65 | ISHARES TR | 464288414 | 6,971 | $746,711 | 0.20% |
| 66 | VANGUARD INTL EQUITY INDEX F | 922042858 | 13,477 | $724,502 | 0.19% |
| 67 | ISHARES TR | 46436E718 | 6,911 | $693,685 | 0.18% |
| 68 | ISHARES TR | 464287473 | 4,895 | $690,507 | 0.18% |
| 69 | VANGUARD WORLD FD | 92204A702 | 900 | $678,762 | 0.18% |
| 70 | BLACKROCK ETF TRUST II | BLK | 12,686 | $669,458 | 0.18% |
| 71 | SCHWAB STRATEGIC TR | 808524888 | 13,437 | $611,805 | 0.16% |
| 72 | ISHARES TR | 464288638 | 11,226 | $604,843 | 0.16% |
| 73 | INVESCO QQQ TR | IVZ | 933 | $573,393 | 0.15% |
| 74 | NVIDIA CORPORATION | NVDA | 2,975 | $554,879 | 0.15% |
| 75 | SPDR INDEX SHS FDS | 78463X509 | 11,376 | $532,494 | 0.14% |
| 76 | APPLE INC | AAPL | 1,908 | $518,635 | 0.14% |
| 77 | VISA INC | V | 1,467 | $514,490 | 0.13% |
| 78 | ISHARES TR | 464287499 | 5,306 | $510,778 | 0.13% |
| 79 | VANGUARD INDEX FDS | 922908751 | 1,864 | $480,876 | 0.13% |
| 80 | VANGUARD SCOTTSDALE FDS | 92206C706 | 7,920 | $474,645 | 0.12% |
| 81 | VANGUARD WHITEHALL FDS | 921946406 | 3,186 | $457,196 | 0.12% |
| 82 | SELECT SECTOR SPDR TR | 81369Y803 | 3,143 | $452,468 | 0.12% |
| 83 | MICROSOFT CORP | MSFT | 930 | $449,688 | 0.12% |
| 84 | SCHWAB STRATEGIC TR | 808524722 | 12,759 | $418,490 | 0.11% |
| 85 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,228 | $354,125 | 0.09% |
| 86 | JPMORGAN CHASE & CO. | VYLD | 1,089 | $350,830 | 0.09% |
| 87 | VANGUARD INDEX FDS | 922908363 | 552 | $346,109 | 0.09% |
| 88 | WALMART INC | WMT | 2,881 | $320,933 | 0.08% |
| 89 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 633 | $318,178 | 0.08% |
| 90 | AMAZON COM INC | AMZN | 1,339 | $309,068 | 0.08% |
| 91 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 633 | $304,393 | 0.08% |
| 92 | PRENETICS GLOBAL LTD | PRENW | 18,207 | $286,760 | 0.08% |
| 93 | ISHARES TR | 464287804 | 2,348 | $282,161 | 0.07% |
| 94 | PARKER-HANNIFIN CORP | PH | 299 | $262,930 | 0.07% |
| 95 | ALPHABET INC | GOOG | 788 | $247,158 | 0.06% |
| 96 | SELECT SECTOR SPDR TR | 81369Y209 | 1,536 | $237,820 | 0.06% |
| 97 | BROADCOM INC | AVGO | 666 | $230,587 | 0.06% |
| 98 | TJX COS INC NEW | 872540109 | 1,499 | $230,263 | 0.06% |
| 99 | BOOKING HOLDINGS INC | BKNG | 43 | $229,321 | 0.06% |
| 100 | META PLATFORMS INC | META | 324 | $214,045 | 0.06% |
| 101 | ISHARES TR | 464287606 | 2,158 | $209,112 | 0.05% |
| 102 | GOLDMAN SACHS GROUP INC | GSCE | 236 | $207,759 | 0.05% |
| 103 | VANGUARD INTL EQUITY INDEX F | 922042718 | 1,436 | $205,783 | 0.05% |
| 104 | ISHARES TR | 464287655 | 813 | $200,027 | 0.05% |
| 105 | JOHNSON & JOHNSON | JNJ | 958 | $198,305 | 0.05% |
| 106 | JPMORGAN CHASE & CO. | VYLD | 576 | $185,446 | 0.05% |
| 107 | INTUITIVE SURGICAL INC | ISRG | 326 | $184,845 | 0.05% |
| 108 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 600 | $182,334 | 0.05% |
| 109 | HOME DEPOT INC | HD | 502 | $172,827 | 0.05% |
| 110 | TESLA INC | TSLA | 374 | $168,196 | 0.04% |
| 111 | ALPHABET INC | GOOG | 534 | $167,079 | 0.04% |
| 112 | STARBUCKS CORP | SBUX | 1,889 | $159,034 | 0.04% |
| 113 | COSTCO WHSL CORP NEW | 22160K105 | 157 | $134,982 | 0.04% |
| 114 | PALANTIR TECHNOLOGIES INC | PLTR | 667 | $118,473 | 0.03% |
| 115 | ELI LILLY & CO | LLY | 106 | $114,039 | 0.03% |
| 116 | ELI LILLY & CO | LLY | 92 | $99,002 | 0.03% |
| 117 | JOHNSON & JOHNSON | JNJ | 474 | $98,171 | 0.03% |
| 118 | GOLDMAN SACHS GROUP INC | GSCE | 109 | $95,884 | 0.03% |
| 119 | PALANTIR TECHNOLOGIES INC | PLTR | 496 | $88,164 | 0.02% |
| 120 | STARBUCKS CORP | SBUX | 1,001 | $84,255 | 0.02% |
| 121 | HOME DEPOT INC | HD | 235 | $80,704 | 0.02% |
| 122 | MASTERCARD INCORPORATED | MA | 129 | $73,673 | 0.02% |
| 123 | WALMART INC | WMT | 619 | $68,933 | 0.02% |
| 124 | COSTCO WHSL CORP NEW | 22160K105 | 76 | $65,555 | 0.02% |
| 125 | INTUITIVE SURGICAL INC | ISRG | 112 | $63,432 | 0.02% |
| 126 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 192 | $58,206 | 0.02% |
| 127 | VISA INC | V | 117 | $41,107 | 0.01% |
| 128 | BOOKING HOLDINGS INC | BKNG | 7 | $37,552 | 0.01% |
| 129 | THERMO FISHER SCIENTIFIC INC | TMO | 38 | $22,020 | 0.01% |
| 130 | S&P GLOBAL INC | SPGI | 26 | $13,587 | 0.00% |
| 131 | TJX COS INC NEW | 872540109 | 67 | $10,292 | 0.00% |
| 132 | TAPESTRY INC | TPR | 74 | $9,455 | 0.00% |
| 133 | SPDR S&P 500 ETF TR | SPY | 9 | $6,137 | 0.00% |
| 134 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 12 | $5,767 | 0.00% |
| 135 | ISHARES TR | 464287655 | 14 | $3,446 | 0.00% |
| 136 | PARKER-HANNIFIN CORP | PH | 3 | $2,669 | 0.00% |
| 137 | ISHARES TR | 464287226 | 8 | $799 | 0.00% |