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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 14 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HYXF ISHARES TR 28,835.0 $1.3M 0.02% +3K +13.1% $46.72 -0.2%
262 DGX QUEST DIAGNOSTICS INC Healthcare 6,354.0 $1.3M 0.02% +855.0 +15.6% $211.94 +15.6%
263 ANET ARISTA NETWORKS INC Technology 7,873.0 $1.3M 0.02% +2K +45.1% $169.88 +19.1%
264 IGEB ISHARES TR 29,133.0 $1.3M 0.02% +19K +195.9% $45.11 -1.6%
265 EXC EXELON CORP Utilities 28,172.0 $1.3M 0.02% +6K +25.6% $46.62 -4.7%
266 STWD STARWOOD PPTY TR INC Real Estate 80,069.0 $1.3M 0.02% +47K +145.1% $16.38 -2.8%
267 VANGUARD MALVERN FDS 25,449.0 $1.3M 0.02% +11K +71.1% $51.29
268 SPGM SPDR INDEX SHS FDS 14,958.0 $1.3M 0.01% +9K +145.2% $85.67 +2.5%
269 XLV SELECT SECTOR SPDR TR 7,954.0 $1.3M 0.01% +753.0 +10.5% $158.67 +9.4%
270 PNC PNC FINL SVCS GROUP INC Financial Services 5,095.0 $1.3M 0.01% +535.0 +11.7% $246.28 -0.6%
271 LIN LINDE PLC Basic Materials 2,359.0 $1.2M 0.01% +686.0 +41.0% $519.15 -5.6%
272 TMUS T-MOBILE US INC Communication Services 7,289.0 $1.2M 0.01% +2K +28.7% $167.74 +7.1%
273 OKE ONEOK INC NEW Energy 13,895.0 $1.2M 0.01% +2K +18.1% $86.94 +9.1%
274 BP BP PLC Energy 32,415.0 $1.2M 0.01% +2K +8.1% $36.95 +15.0%
275 TGT TARGET CORP Consumer Defensive 9,145.0 $1.2M 0.01% +3K +60.7% $130.61 +25.6%
276 SCCO SOUTHERN COPPER CORP Basic Materials 6,827.0 $1.2M 0.01% +4K +117.1% $174.25 +22.6%
277 MRVL MARVELL TECHNOLOGY INC Technology 3,966.0 $1.2M 0.01% +1K +47.1% $297.92 -17.7%
278 ACWI ISHARES TR 7,520.0 $1.2M 0.01% +478.0 +6.8% $156.98 +2.5%
279 IXC ISHARES TR 23,539.0 $1.2M 0.01% +251.0 +1.1% $49.13 +16.2%
280 SLV ISHARES SILVER TR Financial Services 21,622.0 $1.2M 0.01% +9K +66.0% $53.47 +15.2%
Page 14 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%