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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.8B AUM 2,570 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 361 Added 313 Reduced 84 Exited
Page 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAVE GLOBAL X FDS 20,268.0 $1.0M 0.02% NEW $51.69 +4.0%
22 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 94,910.0 $920K 0.02% NEW $9.69 -0.3%
23 INNOVATOR ETFS TRUST 40,732.0 $876K 0.01% NEW $21.51
24 FE FIRSTENERGY CORP Utilities 17,016.0 $867K 0.01% NEW $50.96 -13.0%
25 LMUB ISHARES TR 16,643.0 $835K 0.01% NEW $50.16 -0.6%
26 AON AON PLC Financial Services 2,550.0 $820K 0.01% NEW $321.39 +0.7%
27 VANGUARD MALVERN FDS 14,870.0 $757K 0.01% NEW $50.88
28 ANNALY CAPITAL MANAGEMENT IN 31,223.0 $660K 0.01% NEW $21.13
29 TIGO MILLICOM INTL CELLULAR S A Communication Services 8,216.0 $632K 0.01% NEW $76.89 +5.0%
30 MSFT PUT MICROSOFT CORP Technology 1,700.0 $628K 0.01% NEW $369.37 +14.7%
31 URTH ISHARES INC 3,359.0 $611K 0.01% NEW $181.81 +9.4%
32 NDAQ NASDAQ INC Financial Services 6,835.0 $582K 0.01% NEW $85.15 +8.8%
33 NU NU HLDGS LTD Financial Services 39,903.0 $576K 0.01% NEW $14.44 -14.9%
34 SCI SERVICE CORP INTL Consumer Cyclical 5,961.0 $494K 0.01% NEW $82.86 -4.9%
35 AMT AMERICAN TOWER CORP Real Estate 2,676.0 $458K 0.01% NEW $171.04 +7.0%
36 AIG AMERICAN INTL GROUP INC Financial Services 5,978.0 $452K 0.01% NEW $75.56 +2.6%
37 RSG REPUBLIC SVCS INC Industrials 2,041.0 $450K 0.01% NEW $220.66 -2.8%
38 IGEB ISHARES TR 9,844.0 $442K 0.01% NEW $44.91 -1.0%
39 MBWM MERCANTILE BK CORP Financial Services 8,606.0 $439K 0.01% NEW $51.05 +0.3%
40 YPF YPF SOCIEDAD ANONIMA Energy 9,579.0 $424K 0.01% NEW $44.31 +7.2%
Page 2 of 6  ·  119 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 29.6%
Financial Services 28.0%
Communication Services 7.4%
Industrials 7.1%
Consumer Cyclical 5.8%
Healthcare 5.7%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.8%
Real Estate 1.8%