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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 34 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DIVB ISHARES TR 6,129.0 $326K 0.01% NEW $53.15 +11.0%
662 IHI ISHARES TR 5,235.0 $325K 0.01% NEW $62.16 -18.1%
663 COPX GLOBAL X FDS 4,513.0 $324K 0.01% NEW $71.79 +14.7%
664 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,800.0 $323K 0.01% NEW $19.20 +2.8%
665 HACK AMPLIFY ETF TR 4,005.0 $322K 0.01% NEW $80.36 +15.7%
666 TNA DIREXION SHS ETF TR 6,986.0 $318K 0.01% NEW $45.54 +35.6%
667 DFAI DIMENSIONAL ETF TRUST 8,252.0 $314K 0.01% NEW $38.11 +8.8%
668 NI NISOURCE INC Utilities 7,499.0 $313K 0.01% NEW $41.76 +13.6%
669 ROL ROLLINS INC Consumer Cyclical 5,206.0 $312K 0.01% NEW $60.01 -10.5%
670 AAL AMERICAN AIRLS GROUP INC Industrials 20,326.0 $312K 0.01% NEW $15.33 -15.5%
671 GIS GENERAL MLS INC Consumer Defensive 6,677.0 $310K 0.01% NEW $46.50 -27.4%
672 VLO VALERO ENERGY CORP Energy 1,903.0 $310K 0.01% NEW $162.76 +61.4%
673 TTEK TETRA TECH INC NEW Industrials 9,142.0 $307K 0.01% NEW $33.54 -18.8%
674 NTR NUTRIEN LTD Basic Materials 4,949.0 $305K 0.01% NEW $61.73 +16.0%
675 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,717.0 $305K 0.01% NEW $82.02 -24.9%
676 VIS VANGUARD WORLD FD 1,016.0 $303K 0.01% NEW $298.49 +11.7%
677 DFUS DIMENSIONAL ETF TRUST 4,080.0 $303K 0.01% NEW $74.16 +8.6%
678 BK BANK NEW YORK MELLON CORP Financial Services 2,600.0 $302K 0.01% NEW $116.08 +18.2%
679 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 15,560.0 $301K 0.01% NEW $19.33 +15.8%
680 HCA HCA HEALTHCARE INC Healthcare 635.0 $297K 0.01% NEW $467.07 -13.4%
Page 34 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%