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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $8.4B AUM 3,022 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 270 New 527 Added 237 Reduced 38 Exited
Page 11 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 T AT&T INC Communication Services 131,360.0 $2.7M 0.03% +39K +42.9% $20.70 +24.5%
202 MA MASTERCARD INCORPORATED Financial Services 5,270.0 $2.7M 0.03% +1K +35.6% $513.63 +16.7%
203 FRDM EA SERIES TRUST 35,055.0 $2.6M 0.03% +12K +50.4% $72.90 -5.2%
204 HPE HEWLETT PACKARD ENTERPRISE C Technology 55,229.0 $2.5M 0.03% +320.0 +0.6% $45.11 +18.5%
205 DIS DISNEY WALT CO Communication Services 25,843.0 $2.5M 0.03% +13K +94.7% $96.25 +15.6%
206 SPIB SPDR SERIES TRUST 73,799.0 $2.5M 0.03% +67K +994.1% $33.46 -0.7%
207 TJX TJX COS INC NEW Consumer Cyclical 15,853.0 $2.4M 0.03% +3K +25.1% $151.49 -7.9%
208 USSG DBX ETF TR 34,206.0 $2.4M 0.03% +15K +82.1% $69.46 +3.9%
209 GLW CORNING INC Technology 9,228.0 $2.4M 0.03% +2K +22.2% $255.44 -42.4%
210 CALF PACER FDS TR 46,300.0 $2.3M 0.03% +19K +66.7% $50.61 +13.6%
211 UNP UNION PAC CORP Industrials 8,501.0 $2.3M 0.03% +3K +56.0% $271.98 +13.8%
212 GS GOLDMAN SACHS GROUP INC Financial Services 2,273.0 $2.3M 0.03% +854.0 +60.2% $1011.40 +4.7%
213 DTE DTE ENERGY CO Utilities 15,030.0 $2.3M 0.03% +230.0 +1.6% $152.37 -10.6%
214 CGGO CAPITAL GROUP GBL GROWTH EQT 52,582.0 $2.2M 0.03% +383.0 +0.7% $42.33 -4.0%
215 CB CHUBB LIMITED Financial Services 6,497.0 $2.2M 0.03% +2K +48.2% $340.74 +0.7%
216 DFSI DIMENSIONAL ETF TRUST 48,709.0 $2.2M 0.03% +20K +71.5% $45.10 +5.9%
217 CRM SALESFORCE INC Technology 13,953.0 $2.2M 0.03% +9K +161.7% $156.66 +31.3%
218 VTIP VANGUARD MALVERN FDS 43,326.0 $2.2M 0.03% +3K +7.4% $50.23 -0.8%
219 DUK DUKE ENERGY CORP NEW Utilities 16,984.0 $2.1M 0.03% +2K +15.0% $126.58 -3.9%
220 LMT LOCKHEED MARTIN CORP Industrials 4,216.0 $2.1M 0.03% +651.0 +18.3% $509.53 +9.2%
Page 11 of 27  ·  527 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 33.2%
Financial Services 30.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Industrials 5.4%
Communication Services 5.1%
Consumer Defensive 4.6%
Energy 3.7%
Utilities 3.2%
Real Estate 1.6%