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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 14 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PROCAP FINL INC 37,000.0 $57K 0.00% NEW $1.54
262 VRRM VERRA MOBILITY CORP Technology 11,339.0 $48K 0.00% NEW $4.25 +5.2%
263 PROCAP FINL INC 172,400.0 $34K NEW $0.20
264 ABEV AMBEV SA Consumer Defensive 10,459.0 $33K NEW $3.14 -7.0%
265 SLV CALL ISHARES SILVER TR Financial Services 400.0 $21K NEW $53.47 +16.3%
266 USTB VICTORY PORTFOLIOS II 422.0 $21K NEW $50.59 -0.2%
267 URG UR-ENERGY INC Energy 15,337.0 $21K NEW $1.36 +5.1%
268 NIOCORP DEVS LTD 10,000.0 $14K NEW $1.40
269 HFXI NEW YORK LIFE INVESTMENTS ET 221.0 $8K NEW $38.06 +0.1%
270 SIHY HARBOR ETF TRUST 7.0 $311.0 NEW $44.43 +2.0%
Page 14 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%