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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 39 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SPYC SIMPLIFY EXCHANGE TRADED FUN 5,556.0 $237K 0.00% NEW $42.74 +5.7%
762 RELX RELX PLC Communication Services 5,845.0 $236K 0.00% NEW $40.42 -16.9%
763 ACM AECOM Industrials 2,470.0 $235K 0.00% NEW $95.33 -25.0%
764 ET ENERGY TRANSFER L P Energy 14,272.0 $235K 0.00% NEW $16.49 +23.7%
765 EME EMCOR GROUP INC Industrials 383.0 $235K 0.00% NEW $612.44 +39.5%
766 VTR VENTAS INC Real Estate 3,016.0 $233K 0.00% NEW $77.38 +14.2%
767 VSS VANGUARD INTL EQUITY INDEX F 1,624.0 $233K 0.00% NEW $143.36 +10.3%
768 RF REGIONS FINANCIAL CORP NEW Financial Services 8,582.0 $233K 0.00% NEW $27.10 -1.0%
769 COOPER COS INC 2,812.0 $230K 0.00% NEW $81.96
770 POOL POOL CORP Industrials 1,005.0 $230K 0.00% NEW $228.74 -21.9%
771 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,536.0 $228K 0.00% NEW $90.03 +5.9%
772 PNR PENTAIR PLC Industrials 2,187.0 $228K 0.00% NEW $104.14 -30.9%
773 BLV VANGUARD BD INDEX FDS 3,272.0 $227K 0.00% NEW $69.51 -3.1%
774 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,533.0 $227K 0.00% NEW $64.31 +29.8%
775 BMO BANK MONTREAL QUE Financial Services 1,748.0 $227K 0.00% NEW $129.79 +21.6%
776 BNDW VANGUARD SCOTTSDALE FDS 3,289.0 $226K 0.00% NEW $68.74 -1.3%
777 QMAR FIRST TR EXCHNG TRADED FD VI 6,840.0 $226K 0.00% NEW $33.00 +12.0%
778 SRLN SSGA ACTIVE ETF TR 5,446.0 $225K 0.00% NEW $41.27 -1.9%
779 JSI JANUS DETROIT STR TR 4,316.0 $225K 0.00% NEW $52.06 -1.2%
780 SUB ISHARES TR 2,103.0 $224K 0.00% NEW $106.68 -0.5%
Page 39 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%