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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 16 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PDN INVESCO EXCH TRADED FD TR II 44,868.0 $1.9M 0.04% NEW $42.19 +10.3%
302 UBER UBER TECHNOLOGIES INC Technology 22,899.0 $1.9M 0.03% NEW $81.71 -8.7%
303 SO SOUTHERN CO Utilities 21,402.0 $1.9M 0.03% NEW $87.20 +7.4%
304 NFLX NETFLIX INC Communication Services 19,728.0 $1.8M 0.03% NEW $93.76 -4.8%
305 FTEC FIDELITY COVINGTON TRUST 8,223.0 $1.8M 0.03% NEW $224.68 +21.7%
306 PYLD PIMCO ETF TR 69,151.0 $1.8M 0.03% NEW $26.68 -1.5%
307 TJX TJX COS INC NEW Consumer Cyclical 11,967.0 $1.8M 0.03% NEW $153.62 +3.6%
308 GEV GE VERNOVA INC Utilities 2,806.0 $1.8M 0.03% NEW $653.63 +59.7%
309 XLV SELECT SECTOR SPDR TR 11,705.0 $1.8M 0.03% NEW $154.80 -4.3%
310 AMGN AMGEN INC Healthcare 5,531.0 $1.8M 0.03% NEW $327.34 +3.1%
311 CGGO CAPITAL GROUP GBL GROWTH EQT 52,098.0 $1.8M 0.03% NEW $34.65 +14.0%
312 AAXJ ISHARES TR 19,381.0 $1.8M 0.03% NEW $93.12 +22.7%
313 AVGE AMERICAN CENTY ETF TR 20,908.0 $1.8M 0.03% NEW $85.91 +13.3%
314 IYW ISHARES TR 8,937.0 $1.8M 0.03% NEW $199.68 +20.2%
315 MA MASTERCARD INCORPORATED Financial Services 3,125.0 $1.8M 0.03% NEW $570.77 -12.5%
316 VTES VANGUARD WELLINGTON FD 17,468.0 $1.8M 0.03% NEW $101.57 -0.8%
317 ETN EATON CORP PLC Industrials 5,521.0 $1.8M 0.03% NEW $318.52 +19.8%
318 IWN ISHARES TR 9,692.0 $1.8M 0.03% NEW $181.21 +15.8%
319 COF CAPITAL ONE FINL CORP Financial Services 7,202.0 $1.7M 0.03% NEW $242.39 -23.0%
320 VO VANGUARD INDEX FDS 5,992.0 $1.7M 0.03% NEW $290.23 -73.3%
Page 16 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%