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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 35 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FMDE FIDELITY COVINGTON TRUST 8,146.0 $296K 0.01% NEW $36.38 +6.2%
682 DEM WISDOMTREE TR 6,343.0 $296K 0.01% NEW $46.71 +14.5%
683 EW EDWARDS LIFESCIENCES CORP Healthcare 3,475.0 $296K 0.01% NEW $85.25 -3.6%
684 DOW DOW INC Basic Materials 12,626.0 $295K 0.01% NEW $23.38 +61.4%
685 IYF ISHARES TR 2,286.0 $295K 0.01% NEW $128.95 -4.6%
686 COIN COINBASE GLOBAL INC Financial Services 1,301.0 $294K 0.01% NEW $226.14 -14.5%
687 INFY INFOSYS LTD Technology 16,379.0 $292K 0.01% NEW $17.82 -28.6%
688 SJM SMUCKER J M CO Consumer Defensive 2,968.0 $290K 0.01% NEW $97.82 +5.3%
689 EBAY EBAY INC. Consumer Cyclical 3,328.0 $290K 0.01% NEW $87.09 +31.2%
690 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,561.0 $290K 0.01% NEW $185.56 -32.1%
691 SPOT SPOTIFY TECHNOLOGY S A Communication Services 497.0 $289K 0.01% NEW $580.71 -24.0%
692 WCN WASTE CONNECTIONS INC Industrials 1,645.0 $289K 0.01% NEW $175.41 -10.3%
693 TFC TRUIST FINL CORP Financial Services 5,855.0 $288K 0.01% NEW $49.21 -4.4%
694 IWS ISHARES TR 2,042.0 $288K 0.01% NEW $141.05 +11.1%
695 IMCG ISHARES TR 3,606.0 $288K 0.01% NEW $79.85 +12.1%
696 CVMC MORGAN STANLEY ETF TRUST 4,483.0 $287K 0.01% NEW $64.13 +9.6%
697 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 14,563.0 $287K 0.01% NEW $19.71 -34.6%
698 BLACKROCK MUNI INCOME TR II 27,351.0 $286K 0.01% NEW $10.44
699 BLACKROCK ETF TRUST II 5,855.0 $285K 0.01% NEW $48.68
700 SCHR SCHWAB STRATEGIC TR 11,289.0 $283K 0.01% NEW $25.08 -2.0%
Page 35 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%