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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 29 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JHMM JOHN HANCOCK EXCHANGE TRADED 6,717.0 $440K 0.01% NEW $65.48 +9.4%
562 CMCSA COMCAST CORP NEW Communication Services 14,713.0 $440K 0.01% NEW $29.89 -17.0%
563 DON WISDOMTREE TR 8,485.0 $438K 0.01% NEW $51.60 +6.2%
564 GEN GEN DIGITAL INC Technology 16,052.0 $436K 0.01% NEW $27.19 -10.6%
565 ASTRAZENECA PLC 4,720.0 $434K 0.01% NEW $91.93
566 MPC MARATHON PETE CORP Energy 2,650.0 $431K 0.01% NEW $162.58 +61.8%
567 BSX BOSTON SCIENTIFIC CORP Healthcare 4,517.0 $431K 0.01% NEW $95.35 -40.6%
568 SPY PUT SPDR S&P 500 ETF TR Financial Services 22,800.0 $429K 0.01% NEW $18.84 +3835.4%
569 OGS ONE GAS INC Utilities 5,553.0 $429K 0.01% NEW $77.25 +7.6%
570 ARKK ARK ETF TR 5,559.0 $428K 0.01% NEW $76.91 -1.4%
571 ITW ILLINOIS TOOL WKS INC Industrials 1,731.0 $426K 0.01% NEW $246.25 +0.5%
572 VCEB VANGUARD WORLD FD 6,683.0 $425K 0.01% NEW $63.63 -2.0%
573 CDNS CADENCE DESIGN SYSTEM INC Technology 1,354.0 $423K 0.01% NEW $312.58 +12.3%
574 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,536.0 $423K 0.01% NEW $275.30 +166.4%
575 JKHY HENRY JACK & ASSOC INC Technology 2,312.0 $422K 0.01% NEW $182.48 -23.0%
576 DWLD DAVIS FUNDAMENTAL ETF TR 9,041.0 $422K 0.01% NEW $46.64 +1.5%
577 MTD METTLER TOLEDO INTERNATIONAL Healthcare 301.0 $420K 0.01% NEW $1394.19 -24.6%
578 FAPR FIRST TR EXCHNG TRADED FD VI 9,411.0 $418K 0.01% NEW $44.42 +4.2%
579 KVUE KENVUE INC Consumer Defensive 24,209.0 $418K 0.01% NEW $17.25 -0.6%
580 OTTR OTTER TAIL CORP Utilities 5,163.0 $417K 0.01% NEW $80.81 +7.2%
Page 29 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%