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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 3 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JIRE J P MORGAN EXCHANGE TRADED F 456,208.0 $34.2M 0.62% NEW $74.88 +7.1%
42 VTV VANGUARD INDEX FDS 169,455.0 $32.4M 0.59% NEW $190.99 +8.9%
43 XLE SELECT SECTOR SPDR TR 721,273.0 $32.2M 0.59% NEW $44.71 +34.5%
44 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 100,789.0 $30.6M 0.56% NEW $303.89 +31.9%
45 SHV ISHARES TR 277,393.0 $30.6M 0.56% NEW $110.15 +0.1%
46 VONE VANGUARD SCOTTSDALE FDS 95,790.0 $29.6M 0.54% NEW $309.04 +7.8%
47 INTF ISHARES TR 757,507.0 $28.6M 0.52% NEW $37.75 +9.1%
48 DGRW WISDOMTREE TR 309,567.0 $27.7M 0.51% NEW $89.43 +7.0%
49 VV VANGUARD INDEX FDS 87,715.0 $27.6M 0.50% NEW $314.80 +8.0%
50 SCHZ SCHWAB STRATEGIC TR 1,179,235.0 $27.6M 0.50% NEW $23.37 -1.8%
51 LQD ISHARES TR 249,645.0 $27.5M 0.50% NEW $110.19 -2.1%
52 SPGP INVESCO EXCHANGE TRADED FD T 241,243.0 $27.5M 0.50% NEW $113.86 +0.7%
53 VEA VANGUARD TAX-MANAGED FDS 438,158.0 $27.4M 0.50% NEW $62.47 +12.1%
54 SNSR GLOBAL X FDS 724,460.0 $26.8M 0.49% NEW $36.96 +27.7%
55 CGDV CAPITAL GROUP DIVIDEND VALUE 612,244.0 $26.7M 0.49% NEW $43.64 +9.1%
56 GOOG ALPHABET INC Communication Services 84,715.0 $26.6M 0.48% NEW $313.80 +21.8%
57 SPYV SPDR SERIES TRUST 453,190.0 $25.7M 0.47% NEW $56.81 +6.3%
58 HON HONEYWELL INTL INC Industrials 126,494.0 $24.7M 0.45% NEW $195.09 +11.5%
59 SPSB SPDR SERIES TRUST 815,858.0 $24.6M 0.45% NEW $30.20 -0.7%
60 QQQM INVESCO EXCH TRADED FD TR II 95,225.0 $24.1M 0.44% NEW $252.92 +15.5%
Page 3 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%