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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.8B AUM 2,570 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 361 Added 313 Reduced 84 Exited
Page 9 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CGGR CAPITAL GROUP GROWTH ETF 48,830.0 $2.0M 0.03% +5K +10.3% $40.60 +12.8%
162 DUK DUKE ENERGY CORP NEW Utilities 14,764.0 $1.9M 0.03% +961.0 +7.0% $130.89 -5.8%
163 MA MASTERCARD INCORPORATED Financial Services 3,885.0 $1.9M 0.03% +760.0 +24.3% $491.61 +0.1%
164 ISHARES TR 79,812.0 $1.8M 0.03% +12K +17.5% $22.84
165 BX BLACKSTONE INC Financial Services 15,947.0 $1.8M 0.03% +3K +25.3% $114.33 +1.4%
166 ISHARES TR 80,913.0 $1.8M 0.03% +11K +16.0% $22.37
167 ISHARES TR 81,292.0 $1.8M 0.03% +12K +17.9% $22.21
168 PFE PFIZER INC Healthcare 63,184.0 $1.8M 0.03% +18K +38.8% $28.55 -10.2%
169 OXY OCCIDENTAL PETE CORP Energy 28,374.0 $1.8M 0.03% +651.0 +2.4% $62.23 -3.6%
170 MS MORGAN STANLEY Financial Services 9,882.0 $1.6M 0.03% +7K +221.9% $166.17 +19.1%
171 IWV ISHARES TR 4,385.0 $1.6M 0.03% +2K +91.2% $373.23 +11.9%
172 CEG CONSTELLATION ENERGY CORP Utilities 5,730.0 $1.6M 0.03% +47.0 +0.8% $279.45 +1.4%
173 PULS PGIM ETF TR 32,302.0 $1.6M 0.03% +789.0 +2.5% $49.52 +0.3%
174 WFC WELLS FARGO & CO Financial Services 19,462.0 $1.6M 0.03% +2K +14.5% $80.57 -6.7%
175 AVSU AMERICAN CENTY ETF TR 21,006.0 $1.6M 0.03% +17K +373.9% $74.65 +13.5%
176 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,941.0 $1.6M 0.03% +449.0 +2.7% $92.10 -0.7%
177 XEL XCEL ENERGY INC Utilities 18,845.0 $1.5M 0.03% +3K +22.2% $79.71 -0.3%
178 GILD GILEAD SCIENCES INC Healthcare 10,592.0 $1.5M 0.03% +1K +12.4% $140.30 -7.7%
179 CB CHUBB LTD SWITZ Financial Services 4,385.0 $1.4M 0.03% +2K +57.2% $327.18 -0.9%
180 CMI CUMMINS INC Industrials 2,601.0 $1.4M 0.02% +106.0 +4.2% $550.05 +21.1%
Page 9 of 19  ·  361 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 29.6%
Financial Services 28.0%
Communication Services 7.4%
Industrials 7.1%
Consumer Cyclical 5.8%
Healthcare 5.7%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.8%
Real Estate 1.8%