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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 13 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 10,000.0 $138K 0.00% NEW $13.83 +5.6%
242 NXE NEXGEN ENERGY LTD Energy 13,357.0 $125K 0.00% NEW $9.39 +16.4%
243 ASST STRIVE INC Communication Services 10,713.0 $117K 0.00% NEW $10.91 +80.8%
244 AUR AURORA INNOVATION INC Technology 16,782.0 $114K 0.00% NEW $6.82 -16.6%
245 AGNC AGNC INVT CORP Real Estate 10,089.0 $110K 0.00% NEW $10.90 +0.7%
246 ADAMM ADAMAS TRUST INC. 11,549.0 $108K 0.00% NEW $9.38
247 WEBULL CORP 16,320.0 $106K 0.00% NEW $6.52
248 NAVI NAVIENT CORPORATION Financial Services 11,496.0 $98K 0.00% NEW $8.51 +11.3%
249 NUV NUVEEN MUN VALUE FD INC Financial Services 10,356.0 $95K 0.00% NEW $9.22 -2.9%
250 YMM FULL TRUCK ALLIANCE CO LTD Technology 11,311.0 $92K 0.00% NEW $8.12 +3.8%
251 OPRT OPORTUN FINL CORP Financial Services 16,000.0 $91K 0.00% NEW $5.71 +33.1%
252 ANIX ANIXA BIOSCIENCES INC Healthcare 32,000.0 $90K 0.00% NEW $2.80 +29.3%
253 OWL BLUE OWL CAPITAL INC Financial Services 10,188.0 $89K 0.00% NEW $8.75 +33.5%
254 MOMO HELLO GROUP INC Communication Services 14,410.0 $84K 0.00% NEW $5.80 -1.9%
255 STRATA CRITICAL MEDICAL INC 14,784.0 $78K 0.00% NEW $5.27
256 LYG LLOYDS BANKING GROUP PLC Financial Services 12,927.0 $75K 0.00% NEW $5.83 +3.6%
257 ASM AVINO SILVER & GOLD MINES LT Basic Materials 11,475.0 $73K 0.00% NEW $6.34 +16.1%
258 GDYN GRID DYNAMICS HLDGS INC Technology 11,620.0 $66K 0.00% NEW $5.68 +38.4%
259 JBI JANUS INTERNATIONAL GROUP IN Industrials 10,977.0 $61K 0.00% NEW $5.55 -8.1%
260 EXPI AGNT INC Real Estate 10,666.0 $58K 0.00% NEW $5.41 -12.6%
Page 13 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%