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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.8B AUM 2,570 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 361 Added 313 Reduced 84 Exited
Page 11 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADBE ADOBE INC Technology 4,543.0 $1.1M 0.02% +161.0 +3.7% $241.37 +5.6%
202 KLAC KLA CORP Technology 719.0 $1.1M 0.02% +92.0 +14.7% $1520.76 +15.5%
203 DGX QUEST DIAGNOSTICS INC Healthcare 5,499.0 $1.1M 0.02% +104.0 +1.9% $197.65 -4.0%
204 GLW CORNING INC Technology 7,550.0 $1.1M 0.02% +876.0 +13.1% $142.39 +25.4%
205 BASG ADVISORS INNER CIRCLE FD III 46,684.0 $1.1M 0.02% +37K +402.7% $22.76 +12.0%
206 DTM DT MIDSTREAM INC Energy 7,923.0 $1.1M 0.02% +362.0 +4.8% $133.88 +11.2%
207 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,103.0 $1.0M 0.02% +1K +72.6% $333.44 +7.7%
208 ENB ENBRIDGE INC Energy 18,851.0 $1.0M 0.02% +1K +6.6% $53.65 +5.1%
209 WEC WEC ENERGY GROUP INC Utilities 8,646.0 $1.0M 0.02% +606.0 +7.5% $116.16 -5.7%
210 CRM SALESFORCE INC Technology 5,331.0 $993K 0.02% +2K +83.4% $186.21 -3.6%
211 LNG CHENIERE ENERGY INC Energy 3,577.0 $987K 0.02% +1K +68.0% $275.90 -10.2%
212 WPC WP CAREY INC Real Estate 13,991.0 $971K 0.02% +426.0 +3.1% $69.39 +6.5%
213 IBMO ISHARES TR 37,854.0 $969K 0.02% +5K +16.8% $25.61 +0.0%
214 PNC PNC FINL SVCS GROUP INC Financial Services 4,560.0 $954K 0.02% +1K +30.9% $209.24 +2.1%
215 CANADIAN PACIFIC KANSAS CITY 12,170.0 $950K 0.02% +142.0 +1.2% $78.02
216 UPS UNITED PARCEL SVCS INC Industrials 9,592.0 $939K 0.02% +335.0 +3.6% $97.90 -2.4%
217 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,884.0 $927K 0.02% +45.0 +0.7% $134.64 +1.4%
218 IGSB ISHARES TR 17,506.0 $917K 0.02% +2K +15.8% $52.41 -0.5%
219 ISRG INTUITIVE SURGICAL INC Healthcare 1,915.0 $889K 0.01% +779.0 +68.6% $464.45 -5.3%
220 FDX FEDEX CORP Industrials 2,454.0 $882K 0.01% +1K +73.7% $359.36 +2.9%
Page 11 of 19  ·  361 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 29.6%
Financial Services 28.0%
Communication Services 7.4%
Industrials 7.1%
Consumer Cyclical 5.8%
Healthcare 5.7%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.8%
Real Estate 1.8%