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My Portfolio Guide, LLC — 13F Holdings & Portfolio

CIK 2132204 · latest 13F-HR filed 2026-05-06

Backtest portfolio

My Portfolio Guide, LLC manages $180.8M in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPAB (16.28%), GLDM (10.42%), SPSM (8.99%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$180.8M

Long-equity book

Holdings
166

Distinct positions

Period
2026-03-31

Filed 2026-05-06

Q/Q Activity
—

no prior filing cached

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
SPAB16.3%GLDM10.4%SPSM9.0%SPYM8.0%SPMD6.5%FTGC6.4%EFG6.2%SPEM4.9%SDVY4.5%AAPL3.9%UCON3.3%SPIB2.6%SPTL2.0%EPOL1.6%OUNZ1.5%USRT1.4%RDVY1.4%VCIT1.2%COP0.6%VEU0.6%QCOM0.6%DBC0.4%MSFT0.4%F0.3%CMF0.3%PFE0.3%R0.3%MO0.3%WPC0.3%PM0.3%NVDA0.3%UBS0.3%SO0.3%VRT0.2%CVS0.2%GOOGL0.2%CVX0.2%BAC0.1%AMZN0.1%AVGO0.1%LLY0.1%SOFI0.1%VTI0.1%LMT0.1%SPY0.1%OKLO0.1%COST0.1%ANET0.1%PLTR0.1%BRK.B0.1%ACHR0.1%XLK0.1%TSLA0.0%T0.0%VNQ0.0%MSTR0.0%XOM0.0%PANW0.0%KTOS0.0%TQQQ0.0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

1 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 76.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 13, 2026.

Assets Under Management
$201.0M
Discretionary
$201.0M
Employees
2
Accounts
653
Address
3020 OLD RANCH PARKWAY
SUITE 300
SEAL BEACH, CA 90740
Phone
(562) 799-5595
Website
Name Title / Status Ownership Type
PIXA, VLADIMIR, MATTHEW ControlMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
since Feb 2010
75% or moreIndividual

Top Adds (vs prior quarter)

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Top Trims

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New Positions

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Exited Positions

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My Portfolio Guide, LLC Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPAB 78464A649 $29.4M 16.28% 1,148,667 SH
2 WORLD GOLD TR GLDM 98149E303 $18.8M 10.42% 203,402 SH
3 SPDR SERIES TRUST SPSM 78468R853 $16.3M 8.99% 336,521 SH
4 SPDR SERIES TRUST SPYM 78464A854 $14.5M 8.00% 189,081 SH
5 SPDR SERIES TRUST SPMD 78464A847 $11.7M 6.49% 198,060 SH
6 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $11.5M 6.37% 401,156 SH
7 ISHARES TR EFG 464288885 $11.2M 6.22% 100,918 SH
8 SPDR INDEX SHS FDS SPEM 78463X509 $8.9M 4.92% 189,600 SH
9 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $8.2M 4.55% 208,576 SH
10 APPLE INC AAPL 037833100 $7.1M 3.90% 27,821 SH
11 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $5.9M 3.27% 238,296 SH
12 SPDR SERIES TRUST SPIB 78464A375 $4.6M 2.56% 137,866 SH
13 SPDR SERIES TRUST SPTL 78464A664 $3.7M 2.03% 139,530 SH
14 ISHARES TR EPOL 46429B606 $2.8M 1.57% 77,579 SH
15 VANECK MERK GOLD ETF OUNZ 921078101 $2.7M 1.47% 59,075 SH
16 ISHARES TR USRT 464288521 $2.5M 1.38% 42,157 SH
17 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $2.5M 1.37% 36,285 SH
18 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.2M 1.22% 26,544 SH
19 CONOCOPHILLIPS COP 20825C104 $1.1M 0.59% 8,094 SH
20 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.1M 0.58% 14,034 SH
21 QUALCOMM INC QCOM 747525103 $1.0M 0.57% 7,979 SH
22 INVESCO DB COMMDY INDX TRCK DBC 46138B103 $700.4K 0.39% 24,194 SH
23 MICROSOFT CORP MSFT 594918104 $689.2K 0.38% 1,849 SH
24 FORD MTR CO F 345370860 $586.7K 0.32% 50,844 SH
25 ISHARES TR CMF 464288356 $563.9K 0.31% 9,917 SH
26 PFIZER INC PFE 717081103 $558.4K 0.31% 19,887 SH
27 RYDER SYS INC R 783549108 $554.4K 0.31% 2,708 SH
28 ALTRIA GROUP INC MO 02209S103 $551.8K 0.31% 8,362 SH
29 WP CAREY INC WPC 92936U109 $510.7K 0.28% 7,515 SH
30 PHILIP MORRIS INTL INC PM 718172109 $508.2K 0.28% 3,074 SH
31 NVIDIA CORPORATION NVDA 67066G104 $478.1K 0.26% 2,742 SH
32 UBS GROUP AG UBS H42097107 $464.0K 0.26% 11,877 SH
33 SOUTHERN CO SO 842587107 $455.0K 0.25% 4,714 SH
34 VERTIV HOLDINGS CO VRT 92537N108 $442.8K 0.24% 1,767 SH
35 CVS HEALTH CORP CVS 126650100 $354.4K 0.20% 4,934 SH
36 ALPHABET INC GOOGL 02079K305 $313.8K 0.17% 1,091 SH
37 CHEVRON CORPORATION CVX 166764100 $307.9K 0.17% 1,488 SH
38 BANK AMERICA CORP BAC 060505104 $261.1K 0.14% 5,356 SH
39 AMAZON COM INC AMZN 023135106 $238.9K 0.13% 1,147 SH
40 BROADCOM INC AVGO 11135F101 $230.7K 0.13% 745 SH
41 ELI LILLY & CO LLY 532457108 $203.1K 0.11% 221 SH
42 SOFI TECHNOLOGIES INC SOFI 83406F102 $201.2K 0.11% 12,673 SH
43 VANGUARD INDEX FDS VTI 922908769 $188.1K 0.10% 586 SH
44 LOCKHEED MARTIN CORP LMT 539830109 $171.3K 0.09% 283 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $171.2K 0.09% 263 SH
46 OKLO INC OKLO 02156V109 $147.8K 0.08% 2,981 SH
47 COSTCO WHOLESALE CORPORATION COST 22160K105 $133.2K 0.07% 134 SH
48 ARISTA NETWORKS INC ANET 040413205 $125.6K 0.07% 1,023 SH
49 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $124.5K 0.07% 851 SH
50 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $113.1K 0.06% 236 SH