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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 16 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BNL BROADSTONE NET LEASE INC Real Estate 50,110.0 $1.0M 0.01% +3K +7.0% $20.67 +3.0%
302 XME SPDR SERIES TRUST 9,673.0 $1.0M 0.01% +405.0 +4.4% $106.93 +12.3%
303 INNOVATOR ETFS TRUST 45,672.0 $1.0M 0.01% +5K +12.1% $22.51
304 CBSH COMMERCE BANCSHARES INC Financial Services 17,687.0 $1.0M 0.01% +121.0 +0.7% $57.75 +1.5%
305 TECL DIREXION SHARES ETF TRUST 4,396.0 $1.0M 0.01% +142.0 +3.3% $230.76 -17.3%
306 EPD ENTERPRISE PRODS PARTNERS L 27,465.0 $1.0M 0.01% +4K +18.1% $36.76
307 AEP AMERICAN ELEC PWR CO INC Utilities 7,308.0 $1000K 0.01% +2K +36.6% $136.79 -9.8%
308 LOW LOWES COS INC Consumer Cyclical 4,475.0 $987K 0.01% +765.0 +20.6% $220.49 -3.9%
309 TROW PRICE T ROWE GROUP INC Financial Services 8,604.0 $978K 0.01% +5K +173.4% $113.69 -1.5%
310 SYSB ISHARES TR 10,947.0 $971K 0.01% +1K +11.4% $88.72 -1.3%
311 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 95,535.0 $970K 0.01% +625.0 +0.7% $10.15 -4.0%
312 DGRO ISHARES TR 12,767.0 $968K 0.01% +337.0 +2.7% $75.79 +5.3%
313 NULV NUSHARES ETF TR 19,293.0 $964K 0.01% +2K +13.1% $49.99 +7.5%
314 ISRG INTUITIVE SURGICAL INC Healthcare 2,408.0 $958K 0.01% +493.0 +25.7% $397.68 -7.0%
315 ES EVERSOURCE ENERGY Utilities 13,172.0 $952K 0.01% +2K +16.8% $72.27 -1.0%
316 PAGP PLAINS GP HLDGS L P Energy 38,983.0 $946K 0.01% +334.0 +0.9% $24.27 +15.5%
317 ED CONSOLIDATED EDISON INC Utilities 8,452.0 $935K 0.01% +749.0 +9.7% $110.63 -2.3%
318 LNT ALLIANT ENERGY CORP Utilities 12,253.0 $935K 0.01% +237.0 +2.0% $76.29 -9.6%
319 ESGE ISHARES INC 17,075.0 $934K 0.01% +5K +36.7% $54.69 -1.0%
320 FLEX FLEX LTD Technology 5,747.0 $931K 0.01% +931.0 +19.3% $162.07 -31.4%
Page 16 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%