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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 13 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TT TRANE TECHNOLOGIES PLC Industrials 3,489.0 $1.7M 0.02% +247.0 +7.6% $491.19 -6.2%
242 FNDE SCHWAB STRATEGIC TR 42,982.0 $1.7M 0.02% +585.0 +1.4% $39.68 +5.7%
243 SCHV SCHWAB STRATEGIC TR 48,925.0 $1.7M 0.02% +10K +26.6% $34.81 +0.5%
244 AZN ASTRAZENECA PLC Healthcare 8,922.0 $1.7M 0.02% +7K +338.2% $189.62 -12.5%
245 PWR QUANTA SVCS INC Industrials 2,349.0 $1.7M 0.02% +1K +94.9% $720.07 -14.6%
246 XEL XCEL ENERGY INC Utilities 20,279.0 $1.6M 0.02% +1K +7.6% $80.30 -3.4%
247 FDL FIRST TR EXCHANGE-TRADED FD 31,821.0 $1.5M 0.02% +9K +37.1% $48.66 +9.8%
248 GWW WW GRAINGER INC Industrials 1,121.0 $1.5M 0.02% +145.0 +14.9% $1360.81 -2.3%
249 IBIT ISHARES BITCOIN TRUST ETF Financial Services 45,553.0 $1.5M 0.02% +9K +24.0% $33.29 +32.9%
250 WELL WELLTOWER INC Real Estate 6,649.0 $1.5M 0.02% +562.0 +9.2% $226.98 +6.6%
251 PH PARKER-HANNIFIN CORP Industrials 1,527.0 $1.5M 0.02% +1K +299.7% $978.39 +6.4%
252 AON AON PLC Financial Services 4,497.0 $1.5M 0.02% +2K +76.3% $331.73 +7.1%
253 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,462.0 $1.4M 0.02% +2K +62.0% $223.95 +26.0%
254 CW CURTISS WRIGHT CORP Industrials 1,875.0 $1.4M 0.02% +1K +117.3% $757.79 -18.3%
255 IWR ISHARES TR 12,597.0 $1.4M 0.02% +4K +43.1% $110.32 +2.6%
256 CSX CSX CORP Industrials 28,769.0 $1.4M 0.02% +7K +35.2% $47.53 +9.5%
257 BRW SABA CAPITAL INCOME & OPRNT Financial Services 207,457.0 $1.4M 0.02% +6K +3.1% $6.57 -1.6%
258 UPS UNITED PARCEL SVCS INC Industrials 12,671.0 $1.4M 0.02% +3K +32.1% $107.50 -0.7%
259 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,408.0 $1.4M 0.02% +25.0 +1.8% $965.29 -12.7%
260 VCEB VANGUARD WORLD FD 21,603.0 $1.4M 0.02% +3K +13.9% $62.76 -1.7%
Page 13 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%