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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 842 New
Page 15 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MDT MEDTRONIC PLC Healthcare 23,308.0 $2.2M 0.04% NEW $96.06 -18.6%
282 KNG FIRST TR EXCHANGE-TRADED FD 45,247.0 $2.2M 0.04% NEW $49.15 -1.3%
283 T AT&T INC Communication Services 88,999.0 $2.2M 0.04% NEW $24.84 +0.4%
284 NLR VANECK ETF TRUST 17,700.0 $2.2M 0.04% NEW $124.20 +4.6%
285 DMXF ISHARES TR 28,841.0 $2.2M 0.04% NEW $75.16 +10.2%
286 LECO LINCOLN ELEC HLDGS INC Industrials 9,013.0 $2.2M 0.04% NEW $239.64 +8.5%
287 GD GENERAL DYNAMICS CORP Industrials 6,409.0 $2.2M 0.04% NEW $336.71 +0.6%
288 AZO AUTOZONE INC Consumer Cyclical 630.0 $2.1M 0.04% NEW $3391.50 +1.4%
289 IWM ISHARES TR 8,517.0 $2.1M 0.04% NEW $246.17 +14.8%
290 MELI MERCADOLIBRE INC Consumer Cyclical 1,024.0 $2.1M 0.04% NEW $2014.26 -16.7%
291 USXF ISHARES TR 35,521.0 $2.0M 0.04% NEW $57.58 +14.8%
292 APH AMPHENOL CORP NEW Technology 15,125.0 $2.0M 0.04% NEW $135.14 -7.6%
293 NUSC NUSHARES ETF TR 45,258.0 $2.0M 0.04% NEW $44.65 +9.4%
294 JANT AIM ETF PRODUCTS TRUST 48,908.0 $2.0M 0.04% NEW $41.24 +5.7%
295 CEG CONSTELLATION ENERGY CORP Utilities 5,683.0 $2.0M 0.04% NEW $353.27 -19.1%
296 IJH ISHARES TR 30,359.0 $2.0M 0.04% NEW $66.00 +10.5%
297 USB US BANCORP DEL Financial Services 37,032.0 $2.0M 0.04% NEW $53.36 +2.1%
298 INTC INTEL CORP Technology 53,512.0 $2.0M 0.04% NEW $36.90 +221.1%
299 CGGR CAPITAL GROUP GROWTH ETF 44,265.0 $2.0M 0.04% NEW $44.47 +3.6%
300 BX BLACKSTONE INC Financial Services 12,726.0 $2.0M 0.04% NEW $154.13 -23.1%
Page 15 of 43  ·  842 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
Financial Services 31.5%
Technology 30.0%
Communication Services 7.1%
Industrials 6.1%
Consumer Cyclical 5.7%
Healthcare 5.4%
Consumer Defensive 4.6%
Energy 4.2%
Utilities 3.1%
Real Estate 1.7%