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Portfolio (Quarterly) Guide ↗

Modus Advisors, LLC

· CIK 0001799284
13F Portfolio $405M AUM 118 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 118 New
Page 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW SCHWAB CHARLES CORP COM Financial Services 20,588.0 $1.9M 0.47% NEW $92.27 +18.6%
62 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 32,674.0 $1.8M 0.46% NEW $56.48 +3.0%
63 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 3,852.0 $1.8M 0.45% NEW $477.57 -12.5%
64 SCHD SCHWAB US DIVIDEND EQUITY ETF 57,662.0 $1.8M 0.45% NEW $31.71 +10.5%
65 AVGO BROADCOM INC COM Technology 4,465.0 $1.7M 0.42% NEW $377.79 -5.9%
66 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 30,690.0 $1.6M 0.39% NEW $51.05 +33.8%
67 MU MICRON TECHNOLOGY INC COM Technology 1,206.0 $1.4M 0.34% NEW $1154.76 -18.7%
68 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 40,751.0 $1.4M 0.34% NEW $33.84 +4.3%
69 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,334.0 $1.3M 0.33% NEW $1011.56 +2.9%
70 WMT WALMART INC COM Consumer Defensive 11,627.0 $1.3M 0.33% NEW $113.26 -7.9%
71 MRVL MARVELL TECHNOLOGY INC COM Technology 4,408.0 $1.3M 0.32% NEW $297.91 -17.7%
72 TSLA TESLA INC COM Consumer Cyclical 3,091.0 $1.3M 0.32% NEW $420.60 -17.8%
73 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 3,924.0 $1.2M 0.29% NEW $303.14 +0.3%
74 EME EMCOR GROUP INC COM Industrials 1,424.0 $1.2M 0.29% NEW $829.72 -8.0%
75 CRWV COREWEAVE INC COM CL A Technology 11,774.0 $1.2M 0.29% NEW $99.54 -11.6%
76 ABT ABBOTT LABORATORIES COM Healthcare 12,842.0 $1.2M 0.29% NEW $90.74 +25.8%
77 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 7,331.0 $1.2M 0.29% NEW $158.66 +9.4%
78 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 14,704.0 $1.0M 0.26% NEW $71.25 +3.1%
79 OKLO OKLO INC COM CL A Utilities 19,432.0 $1.0M 0.25% NEW $52.33 -20.5%
80 TTC TORO CO COM Industrials 10,336.0 $1.0M 0.25% NEW $97.42 +3.0%
Page 4 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 28.0%
Consumer Cyclical 8.4%
Healthcare 7.8%
Industrials 7.6%
Consumer Defensive 5.6%
Utilities 4.0%
Energy 3.4%
Communication Services 3.0%
Real Estate 1.1%