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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 25 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CAH CARDINAL HEALTH INC Healthcare 3,315.0 $681K 0.01% NEW $205.50 -2.4%
482 VBR VANGUARD INDEX FDS 3,126.0 $662K 0.01% NEW $211.79 +9.0%
483 AEE AMEREN CORP Utilities 6,609.0 $660K 0.01% NEW $99.87 +10.0%
484 HELO J P MORGAN EXCHANGE TRADED F 9,916.0 $659K 0.01% NEW $66.43 +2.0%
485 ADSK AUTODESK INC Technology 2,218.0 $657K 0.01% NEW $296.01 -18.9%
486 HSY HERSHEY CO Consumer Defensive 3,562.0 $648K 0.01% NEW $182.01 +4.6%
487 JPEF J P MORGAN EXCHANGE TRADED F 8,674.0 $648K 0.01% NEW $74.69 +6.7%
488 PSX PHILLIPS 66 Energy 4,991.0 $644K 0.01% NEW $129.04 +39.0%
489 ISRG INTUITIVE SURGICAL INC Healthcare 1,136.0 $643K 0.01% NEW $566.36 -22.3%
490 TDIV FIRST TR EXCHANGE TRADED FD 6,604.0 $639K 0.01% NEW $96.83 +16.8%
491 TEL TE CONNECTIVITY PLC Technology 2,811.0 $639K 0.01% NEW $227.42 -11.4%
492 BNDX VANGUARD CHARLOTTE FDS 13,147.0 $635K 0.01% NEW $48.32 -0.7%
493 EFG ISHARES TR 5,521.0 $629K 0.01% NEW $113.91 +6.6%
494 KR KROGER CO Consumer Defensive 9,960.0 $622K 0.01% NEW $62.48 +7.3%
495 WIT WIPRO LTD Technology 219,083.0 $622K 0.01% NEW $2.84 -30.6%
496 WM WASTE MGMT INC DEL Industrials 2,817.0 $619K 0.01% NEW $219.70 -0.1%
497 EVRG EVERGY INC Utilities 8,525.0 $618K 0.01% NEW $72.49 +15.4%
498 NEM NEWMONT CORP Basic Materials 6,088.0 $608K 0.01% NEW $99.85 +8.5%
499 SHOP SHOPIFY INC Technology 3,747.0 $603K 0.01% NEW $160.97 -34.8%
500 XLI SELECT SECTOR SPDR TR 3,852.0 $598K 0.01% NEW $155.12 +9.9%
Page 25 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%