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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $8.4B AUM 3,022 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 270 New 527 Added 237 Reduced 38 Exited
Page 4 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPTI SPDR SERIES TRUST 39,243.0 $1.1M 0.01% NEW $28.39 -0.8%
62 BSCR INVESCO EXCH TRD SLF IDX FD 55,969.0 $1.1M 0.01% NEW $19.61 -0.1%
63 ARGX ARGENX SE Healthcare 1,121.0 $1.0M 0.01% NEW $927.77 +10.7%
64 FLKR FRANKLIN TEMPLETON ETF TR 15,637.0 $1.0M 0.01% NEW $66.08 -10.5%
65 PFF ISHARES TR 30,421.0 $928K 0.01% NEW $30.49 +0.3%
66 SUB ISHARES TR 8,242.0 $878K 0.01% NEW $106.47 -0.1%
67 FLIN FRANKLIN TEMPLETON ETF TR 23,170.0 $824K 0.01% NEW $35.57 +1.3%
68 FTSM FIRST TR EXCHANGE-TRADED FD 13,580.0 $811K 0.01% NEW $59.73 +0.3%
69 TRGP TARGA RES CORP Energy 2,940.0 $788K 0.01% NEW $268.19 +8.5%
70 SNDK SANDISK CORP Technology 342.0 $778K 0.01% NEW $2275.75 -33.6%
71 BIV VANGUARD BD INDEX FDS 9,805.0 $752K 0.01% NEW $76.70 -1.3%
72 BSCS INVESCO EXCH TRD SLF IDX FD 36,585.0 $745K 0.01% NEW $20.36 -0.2%
73 LW LAMB WESTON HLDGS INC Consumer Defensive 16,948.0 $732K 0.01% NEW $43.18 +24.8%
74 VOT VANGUARD INDEX FDS 2,348.0 $719K 0.01% NEW $306.28 -0.9%
75 FITB FIFTH THIRD BANCORP Financial Services 12,601.0 $710K 0.01% NEW $56.37 -2.8%
76 TTC TORO CO Industrials 6,860.0 $668K 0.01% NEW $97.42 +2.4%
77 IDV ISHARES TR 16,063.0 $665K 0.01% NEW $41.43 +8.8%
78 PFXF VANECK ETF TRUST 36,952.0 $659K 0.01% NEW $17.84 +0.8%
79 VPU VANGUARD WORLD FD 3,349.0 $655K 0.01% NEW $195.72 -4.5%
80 SOUTHSTATE BK CORP 6,344.0 $634K 0.01% NEW $99.90
Page 4 of 14  ·  270 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
Technology 33.2%
Financial Services 30.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Industrials 5.4%
Communication Services 5.1%
Consumer Defensive 4.6%
Energy 3.7%
Utilities 3.2%
Real Estate 1.6%