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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 26 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CENCORA INC 1,744.0 $589K 0.01% NEW $337.77
502 GLW CORNING INC Technology 6,674.0 $584K 0.01% NEW $87.56 +119.1%
503 TUSB THRIVENT ETF TRUST 11,560.0 $582K 0.01% NEW $50.35 +0.3%
504 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,280.0 $580K 0.01% NEW $453.22 -5.0%
505 VHT VANGUARD WORLD FD 2,006.0 $577K 0.01% NEW $287.78 -3.9%
506 RY ROYAL BK CDA Financial Services 3,374.0 $575K 0.01% NEW $170.44 +9.8%
507 FNDB SCHWAB STRATEGIC TR 21,636.0 $575K 0.01% NEW $26.57 +12.2%
508 STWD STARWOOD PPTY TR INC Real Estate 31,666.0 $570K 0.01% NEW $18.01 -4.8%
509 AEP AMERICAN ELEC PWR CO INC Utilities 4,935.0 $569K 0.01% NEW $115.28 +12.4%
510 EMLC VANECK ETF TRUST 21,886.0 $565K 0.01% NEW $25.82 -1.9%
511 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,798.0 $558K 0.01% NEW $310.35 +19.4%
512 QTEC FIRST TR EXCHANGE-TRADED FD 2,401.0 $553K 0.01% NEW $230.25 +30.1%
513 GJAN FIRST TR EXCHNG TRADED FD VI 12,785.0 $547K 0.01% NEW $42.79 +4.3%
514 MS MORGAN STANLEY Financial Services 3,070.0 $545K 0.01% NEW $177.53 +12.9%
515 BN BROOKFIELD CORP Financial Services 11,828.0 $543K 0.01% NEW $45.89 -1.0%
516 WMB WILLIAMS COS INC Energy 9,007.0 $541K 0.01% NEW $60.11 +29.6%
517 SCHE SCHWAB STRATEGIC TR 16,494.0 $540K 0.01% NEW $32.75 +8.6%
518 JULT AIM ETF PRODUCTS TRUST 12,008.0 $539K 0.01% NEW $44.88 +5.3%
519 BEPC BROOKFIELD RENEWABLE CORP Utilities 14,047.0 $539K 0.01% NEW $38.34 -1.9%
520 VCIT VANGUARD SCOTTSDALE FDS 6,382.0 $535K 0.01% NEW $83.76 -1.9%
Page 26 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%