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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 9 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC Consumer Defensive 32,992.0 $4.5M 0.05% +12K +57.2% $135.40 +5.1%
162 VO VANGUARD INDEX FDS 54,682.0 $4.4M 0.05% +49K +829.6% $80.57 +2.8%
163 MPWR MONOLITHIC PWR SYS INC Technology 3,132.0 $4.3M 0.05% +27.0 +0.9% $1382.56 -5.7%
164 GEV GE VERNOVA INC Utilities 3,684.0 $4.3M 0.05% +517.0 +16.3% $1174.76 -21.1%
165 SPG SIMON PPTY GROUP INC NEW Real Estate 18,640.0 $4.2M 0.05% +1K +6.5% $223.66 -2.1%
166 VOTE TCW ETF TRUST 46,340.0 $4.1M 0.05% +15K +48.9% $88.17 +2.5%
167 MS MORGAN STANLEY Financial Services 19,071.0 $4.0M 0.05% +9K +93.0% $209.04 +3.7%
168 VBR VANGUARD INDEX FDS 16,242.0 $3.9M 0.05% +13K +443.8% $242.99 +2.2%
169 VBIL VANGUARD INSTL INDEX FD 51,067.0 $3.9M 0.05% +44K +642.8% $75.68 -0.0%
170 MUB ISHARES TR 34,992.0 $3.8M 0.04% +7K +23.6% $107.62 -1.9%
171 VCIT VANGUARD SCOTTSDALE FDS 44,376.0 $3.7M 0.04% +38K +601.4% $82.65 -1.3%
172 NFLX NETFLIX INC. Communication Services 51,264.0 $3.7M 0.04% +18K +53.6% $71.40 +15.2%
173 QMAR FIRST TR EXCHNG TRADED FD VI 97,520.0 $3.6M 0.04% +91K +1325.7% $37.23 +1.1%
174 VOE VANGUARD INDEX FDS 18,370.0 $3.6M 0.04% +15K +497.4% $197.61 +5.7%
175 ETN EATON CORP PLC Industrials 8,165.0 $3.5M 0.04% +1K +18.0% $426.11 -4.0%
176 SPSM SPDR SERIES TRUST 58,119.0 $3.4M 0.04% +2K +3.1% $57.67 -1.1%
177 IWV ISHARES TR 7,680.0 $3.3M 0.04% +3K +75.1% $426.40 +2.3%
178 PLTR PALANTIR TECHNOLOGIES INC Technology 28,055.0 $3.3M 0.04% +7K +31.9% $116.67 +48.1%
179 FDN FIRST TR EXCHANGE-TRADED FD 12,246.0 $3.2M 0.04% +7K +149.3% $264.72 +8.6%
180 GPIQ GOLDMAN SACHS ETF TR 53,900.0 $3.2M 0.04% +1K +2.2% $59.31 -4.7%
Page 9 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%