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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 12 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CSX CSX CORP Industrials 21,277.0 $882K 0.01% +1K +7.3% $41.44 +11.5%
222 ED CONSOLIDATED EDISON INC Utilities 7,703.0 $878K 0.01% +2K +47.2% $113.92 -6.5%
223 SYSB ISHARES TR 9,827.0 $872K 0.01% +4K +66.4% $88.72 -1.5%
224 CBSH COMMERCE BANCSHARES INC Financial Services 17,566.0 $866K 0.01% +130.0 +0.8% $49.28 +5.3%
225 LNT ALLIANT ENERGY CORP Utilities 12,016.0 $864K 0.01% +64.0 +0.5% $71.94 +0.2%
226 IBMP ISHARES TR 33,509.0 $851K 0.01% +5K +19.5% $25.40 -0.2%
227 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,929.0 $849K 0.01% +1K +56.5% $289.84 +17.5%
228 IBMQ ISHARES TR 33,234.0 $847K 0.01% +15K +80.9% $25.50 -0.3%
229 LIN LINDE PLC Basic Materials 1,673.0 $826K 0.01% +564.0 +50.9% $493.98 +3.4%
230 MCK MCKESSON CORP Healthcare 929.0 $811K 0.01% +86.0 +10.2% $872.76 -11.1%
231 SCHW SCHWAB CHARLES CORP Financial Services 8,752.0 $808K 0.01% +106.0 +1.2% $92.36 +0.0%
232 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,988.0 $803K 0.01% +302.0 +8.2% $201.33 +9.5%
233 WCN WASTE CONNECTIONS INC Industrials 4,862.0 $792K 0.01% +3K +195.6% $162.84 -2.4%
234 ES EVERSOURCE ENERGY Utilities 11,275.0 $785K 0.01% +404.0 +3.7% $69.65 -2.3%
235 WM WASTE MGMT INC DEL Industrials 3,336.0 $771K 0.01% +519.0 +18.4% $231.00 -3.6%
236 EMR EMERSON ELEC CO Industrials 5,674.0 $751K 0.01% +318.0 +5.9% $132.36 -0.1%
237 AEE AMEREN CORP Utilities 6,662.0 $738K 0.01% +53.0 +0.8% $110.78 -1.6%
238 TFC TRUIST FINL CORP Financial Services 15,767.0 $736K 0.01% +10K +169.3% $46.71 +0.7%
239 GRMN GARMIN LTD Technology 3,029.0 $720K 0.01% +533.0 +21.4% $237.61 -4.5%
240 EVRG EVERGY INC Utilities 8,736.0 $719K 0.01% +211.0 +2.5% $82.28 -2.2%
Page 12 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%