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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 36 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MFC MANULIFE FINL CORP Financial Services 7,741.0 $281K 0.01% NEW $36.28 +4.2%
702 GIB CGI INC Technology 3,032.0 $280K 0.01% NEW $92.30 -29.9%
703 MC MOELIS & CO Financial Services 4,061.0 $279K 0.01% NEW $68.74 -9.4%
704 VDC VANGUARD WORLD FD 1,320.0 $279K 0.01% NEW $211.31 +10.3%
705 FCX FREEPORT-MCMORAN INC Basic Materials 5,480.0 $278K 0.01% NEW $50.79 +15.6%
706 GM GENERAL MTRS CO Consumer Cyclical 3,416.0 $278K 0.01% NEW $81.31 -10.7%
707 BBJP J P MORGAN EXCHANGE TRADED F 4,205.0 $277K 0.01% NEW $65.91 +12.5%
708 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,745.0 $277K 0.01% NEW $100.90 -4.4%
709 FIXD FIRST TR EXCHNG TRADED FD VI 6,191.0 $274K 0.01% NEW $44.32 -2.2%
710 HOOD ROBINHOOD MKTS INC Financial Services 2,422.0 $274K 0.01% NEW $113.10 -34.4%
711 PH PARKER-HANNIFIN CORP Industrials 311.0 $274K 0.01% NEW $879.75 -3.1%
712 INDA ISHARES TR 5,022.0 $271K 0.01% NEW $54.05 -11.2%
713 PSA PUBLIC STORAGE OPER CO Real Estate 1,042.0 $271K 0.01% NEW $259.60 +14.6%
714 ESGE ISHARES INC 6,123.0 $270K 0.01% NEW $44.17 +18.6%
715 BIIB BIOGEN INC Healthcare 1,533.0 $270K 0.01% NEW $175.99 +6.7%
716 RDY DR REDDYS LABS LTD Healthcare 19,095.0 $268K 0.01% NEW $14.04 -4.2%
717 ALL ALLSTATE CORP Financial Services 1,280.0 $267K 0.01% NEW $208.26 +6.6%
718 PWR QUANTA SVCS INC Industrials 630.0 $266K 0.01% NEW $422.10 +69.2%
719 CRH PLC 2,121.0 $265K 0.01% NEW $124.82
720 CCL CARNIVAL CORP Consumer Cyclical 8,663.0 $265K 0.01% NEW $30.54 -14.8%
Page 36 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%