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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 24 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VIV TELEFONICA BRASIL SA Communication Services 63,066.0 $748K 0.01% NEW $11.86 +19.1%
462 EPD ENTERPRISE PRODS PARTNERS L Energy 23,318.0 $748K 0.01% NEW $32.06 +23.1%
463 AMP AMERIPRISE FINL INC Financial Services 1,502.0 $736K 0.01% NEW $490.26 -8.1%
464 VYMI VANGUARD WHITEHALL FDS 8,159.0 $734K 0.01% NEW $89.99 +11.3%
465 LRCX LAM RESEARCH CORP Technology 4,282.0 $733K 0.01% NEW $171.16 +76.6%
466 ES EVERSOURCE ENERGY Utilities 10,871.0 $732K 0.01% NEW $67.33 +3.4%
467 APP APPLOVIN CORP Technology 1,081.0 $728K 0.01% NEW $673.82 -27.9%
468 BKNG BOOKING HOLDINGS INC Consumer Cyclical 135.0 $727K 0.01% NEW $5387.94 -97.0%
469 PNC PNC FINL SVCS GROUP INC Financial Services 3,483.0 $727K 0.01% NEW $208.69 +3.9%
470 NOC NORTHROP GRUMMAN CORP Industrials 1,273.0 $726K 0.01% NEW $570.02 -3.2%
471 HUT 8 CORP 15,752.0 $724K 0.01% NEW $45.94
472 USMF WISDOMTREE TR 14,093.0 $722K 0.01% NEW $51.26 +2.1%
473 FTRI FIRST TR EXCHANGE TRADED FD 46,044.0 $721K 0.01% NEW $15.67 +9.0%
474 CSX CSX CORP Industrials 19,829.0 $719K 0.01% NEW $36.25 +26.6%
475 IBMP ISHARES TR 28,044.0 $712K 0.01% NEW $25.39 -0.2%
476 EMR EMERSON ELEC CO Industrials 5,356.0 $711K 0.01% NEW $132.72 +1.6%
477 BOEING CO 10,215.0 $705K 0.01% NEW $69.06
478 MCK MCKESSON CORP Healthcare 843.0 $692K 0.01% NEW $820.65 -6.6%
479 DGT SPDR SERIES TRUST 4,146.0 $691K 0.01% NEW $166.71 +11.6%
480 SYY SYSCO CORP Consumer Defensive 9,255.0 $682K 0.01% NEW $73.69 +2.4%
Page 24 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%