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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 11 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NET CLOUDFLARE INC Technology 902.0 $221K 0.00% NEW $245.28 +13.1%
202 ULST SSGA ACTIVE ETF TR 5,455.0 $221K 0.00% NEW $40.42 -0.1%
203 SOLV SOLVENTUM CORP Healthcare 2,821.0 $218K 0.00% NEW $77.15 +18.5%
204 VDE VANGUARD WORLD FD 1,443.0 $217K 0.00% NEW $150.16 +17.6%
205 QQQE DIREXION SHARES ETF TRUST 1,774.0 $216K 0.00% NEW $122.01 +0.4%
206 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,444.0 $216K 0.00% NEW $62.63 +45.9%
207 BILZ PIMCO ETF TR 2,135.0 $215K 0.00% NEW $100.93 -0.0%
208 FS SPECIALTY LENDING FD 19,216.0 $214K 0.00% NEW $11.15
209 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 8,340.0 $213K 0.00% NEW $25.55 +1.4%
210 FSBC FIVE STAR BANCORP Financial Services 4,371.0 $213K 0.00% NEW $48.69 -7.9%
211 DUPONT DE NEMOURS INC 1,563.0 $212K 0.00% NEW $135.64
212 TRP TC ENERGY CORP Energy 3,198.0 $212K 0.00% NEW $66.29 -6.4%
213 HOMETRUST BANCSHARES INC 4,233.0 $211K 0.00% NEW $49.89
214 SKM SK TELECOM CO LTD Communication Services 6,479.0 $208K 0.00% NEW $32.16 +23.8%
215 AWR AMER STATES WTR CO Utilities 2,504.0 $207K 0.00% NEW $82.63 +8.9%
216 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,317.0 $207K 0.00% NEW $156.96 -9.5%
217 BDYN BLACKROCK ETF TRUST 7,450.0 $207K 0.00% NEW $27.74 +1.7%
218 CNI CANADIAN NATL RY CO Industrials 1,732.0 $207K 0.00% NEW $119.24 +6.8%
219 MDB MONGODB INC Technology 615.0 $207K 0.00% NEW $335.78 +21.5%
220 PRI PRIMERICA INC Financial Services 724.0 $206K 0.00% NEW $284.24 +4.9%
Page 11 of 14  ·  270 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%