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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 17 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CI THE CIGNA GROUP Healthcare 3,331.0 $918K 0.01% +1K +43.1% $275.66 +2.6%
322 RY ROYAL BK CDA Financial Services 4,360.0 $902K 0.01% +766.0 +21.3% $206.93 +0.6%
323 FJUN FIRST TR EXCHNG TRADED FD VI 15,005.0 $900K 0.01% +3K +23.5% $59.95 +1.8%
324 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,320.0 $897K 0.01% +268.0 +13.1% $386.65 +4.2%
325 QTEC FIRST TR EXCHANGE-TRADED FD 2,672.0 $894K 0.01% +229.0 +9.4% $334.74 -6.8%
326 LMUB ISHARES TR 17,406.0 $892K 0.01% +763.0 +4.6% $51.22 -3.5%
327 GLOF ISHARES TR 15,136.0 $890K 0.01% +126.0 +0.8% $58.81 +4.0%
328 MPC MARATHON PETE CORP Energy 3,461.0 $885K 0.01% +736.0 +27.0% $255.59 +42.4%
329 FIRST TR EXCH TRADED FD III 11,956.0 $882K 0.01% +124.0 +1.1% $73.80
330 CDNS CADENCE DESIGN SYSTEM INC Technology 2,339.0 $878K 0.01% +462.0 +24.6% $375.32 -11.6%
331 CVS CVS HEALTH CORP Healthcare 8,446.0 $874K 0.01% +3K +67.9% $103.45 -8.7%
332 DFIV DIMENSIONAL ETF TRUST 15,911.0 $860K 0.01% +270.0 +1.7% $54.02 +7.9%
333 ESML ISHARES TR 15,357.0 $859K 0.01% +1K +8.7% $55.93 -0.6%
334 EMR EMERSON ELEC CO Industrials 5,979.0 $856K 0.01% +305.0 +5.4% $143.15 +9.8%
335 SAP SAP SE Technology 5,546.0 $855K 0.01% +423.0 +8.3% $154.09 +36.0%
336 GRMN GARMIN LTD Technology 3,592.0 $853K 0.01% +563.0 +18.6% $237.61 +21.4%
337 MCK MCKESSON CORP Healthcare 1,129.0 $853K 0.01% +200.0 +21.5% $755.91 +18.3%
338 VT VANGUARD INTL EQUITY INDEX F 5,400.0 $848K 0.01% +200.0 +3.9% $156.95 +2.5%
339 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 169,833.0 $847K 0.01% +1K +0.8% $4.99 +2.3%
340 ROST ROSS STORES INC Consumer Cyclical 3,976.0 $846K 0.01% +2K +79.9% $212.84 +10.3%
Page 17 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%