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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 28 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TSN TYSON FOODS INC Consumer Defensive 8,353.0 $490K 0.01% NEW $58.61 +12.9%
542 CGMS CAPITAL GRP FIXED INCM ETF T 17,629.0 $487K 0.01% NEW $27.62 -0.7%
543 NUE NUCOR CORP Basic Materials 2,977.0 $486K 0.01% NEW $163.14 +35.9%
544 FAST FASTENAL CO Industrials 12,018.0 $482K 0.01% NEW $40.13 +8.6%
545 DFAT DIMENSIONAL ETF TRUST 7,967.0 $474K 0.01% NEW $59.54 +11.6%
546 CL COLGATE PALMOLIVE CO Consumer Defensive 5,996.0 $474K 0.01% NEW $79.03 +13.9%
547 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,983.0 $474K 0.01% NEW $36.49 -1.3%
548 LIN LINDE PLC Basic Materials 1,109.0 $473K 0.01% NEW $426.50 +18.7%
549 DDM PROSHARES TR 8,316.0 $473K 0.01% NEW $56.86 +5.9%
550 CMF ISHARES TR 8,203.0 $471K 0.01% NEW $57.46 -1.2%
551 CW CURTISS WRIGHT CORP Industrials 853.0 $470K 0.01% NEW $551.31 +27.9%
552 IBMQ ISHARES TR 18,375.0 $470K 0.01% NEW $25.58 -0.4%
553 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,451.0 $468K 0.01% NEW $191.10 -17.7%
554 FENI FIDELITY COVINGTON TRUST 12,639.0 $462K 0.01% NEW $36.58 +8.9%
555 DFNL DAVIS FUNDAMENTAL ETF TR 9,560.0 $462K 0.01% NEW $48.33 -4.0%
556 HWM HOWMET AEROSPACE INC Industrials 2,246.0 $461K 0.01% NEW $205.05 +23.4%
557 SPGM SPDR INDEX SHS FDS 5,933.0 $455K 0.01% NEW $76.71 +10.3%
558 BSJV INVESCO EXCH TRD SLF IDX FD 16,867.0 $450K 0.01% NEW $26.70 -2.1%
559 DLN WISDOMTREE TR 5,100.0 $449K 0.01% NEW $88.09 +8.3%
560 ESML ISHARES TR 9,686.0 $445K 0.01% NEW $45.98 +11.9%
Page 28 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%