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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 15 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SCHG SCHWAB STRATEGIC TR 34,149.0 $1.2M 0.01% +19K +130.8% $33.84 +4.3%
282 CANADIAN PACIFIC KANSAS CITY 13,105.0 $1.1M 0.01% +935.0 +7.7% $86.65
283 ENB ENBRIDGE INC Energy 20,936.0 $1.1M 0.01% +2K +11.1% $54.21 -7.1%
284 BGRN ISHARES TR 23,842.0 $1.1M 0.01% +2K +9.5% $47.47 -1.0%
285 FE FIRSTENERGY CORP Utilities 23,774.0 $1.1M 0.01% +7K +39.7% $47.54 -1.7%
286 SIVR ABRDN SILVER ETF TRUST Financial Services 19,997.0 $1.1M 0.01% +1K +6.7% $56.22 +15.2%
287 XLC SELECT SECTOR SPDR TR 10,440.0 $1.1M 0.01% +130.0 +1.3% $107.14 +5.1%
288 MGK VANGUARD WORLD FD 12,698.0 $1.1M 0.01% +10K +434.4% $87.91 +1.1%
289 WMB WILLIAMS COS INC Energy 14,728.0 $1.1M 0.01% +5K +54.4% $74.34 +0.1%
290 LNG CHENIERE ENERGY INC Energy 4,574.0 $1.1M 0.01% +997.0 +27.9% $239.02 +18.9%
291 IGSB ISHARES TR 20,743.0 $1.1M 0.01% +3K +18.5% $52.41 -0.4%
292 FDX FEDEX CORP Industrials 3,422.0 $1.1M 0.01% +968.0 +39.5% $313.16 +7.3%
293 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,050.0 $1.1M 0.01% +121.0 +4.1% $350.07 -8.0%
294 NTAP NETAPP INC Technology 6,884.0 $1.1M 0.01% +3K +78.7% $154.77 +25.2%
295 WEC WEC ENERGY GROUP INC Utilities 9,104.0 $1.1M 0.01% +458.0 +5.3% $116.76 -7.9%
296 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,991.0 $1.1M 0.01% +1K +16.1% $132.51 +5.5%
297 AXON AXON ENTERPRISE INC Industrials 1,868.0 $1.0M 0.01% +127.0 +7.3% $560.61 +8.4%
298 WCN WASTE CONNECTIONS INC Industrials 6,275.0 $1.0M 0.01% +1K +29.1% $166.68 +0.3%
299 WSO WATSCO INC Industrials 2,505.0 $1.0M 0.01% +2K +151.2% $416.64 -24.5%
300 O REALTY INCOME CORP Real Estate 16,821.0 $1.0M 0.01% +618.0 +3.8% $61.96 +0.5%
Page 15 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%