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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.8B AUM 2,570 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 361 Added 313 Reduced 84 Exited
Page 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGLT VANGUARD SCOTTSDALE FDS 4,403.0 $243K 0.00% NEW $55.10 -3.5%
82 ICLN ISHARES TR 13,086.0 $239K 0.00% NEW $18.25 +15.0%
83 ZM ZOOM COMMUNICATIONS INC Technology 2,917.0 $235K 0.00% NEW $80.70 +22.5%
84 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 826.0 $233K 0.00% NEW $282.02 -10.4%
85 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 696.0 $229K 0.00% NEW $328.73 -10.5%
86 MKSI MKS INC. Technology 961.0 $227K 0.00% NEW $236.09 +25.3%
87 VONV VANGUARD SCOTTSDALE FDS 2,394.0 $226K 0.00% NEW $94.31 +7.8%
88 SPIB SPDR SERIES TRUST 6,745.0 $226K 0.00% NEW $33.44 -0.8%
89 EOG EOG RES INC Energy 1,583.0 $222K 0.00% NEW $140.43 +1.8%
90 DLR DIGITAL RLTY TR INC Real Estate 1,225.0 $221K 0.00% NEW $180.57 +4.4%
91 GPRK GEOPARK LTD Energy 25,185.0 $220K 0.00% NEW $8.73 +19.0%
92 RPRX ROYALTY PHARMA PLC Healthcare 4,499.0 $218K 0.00% NEW $48.49 +7.4%
93 WBS WEBSTER FINL CORP Financial Services 3,098.0 $218K 0.00% NEW $70.25 +2.1%
94 RGLD ROYAL GOLD INC Basic Materials 823.0 $218K 0.00% NEW $264.39 -14.4%
95 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 5,850.0 $211K 0.00% NEW $36.10 -6.1%
96 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,887.0 $211K 0.00% NEW $54.32 -7.6%
97 VLUE ISHARES TR 1,457.0 $211K 0.00% NEW $144.72 +23.2%
98 SH PROSHARES TR 5,599.0 $211K 0.00% NEW $37.63 -10.1%
99 PGR PROGRESSIVE CORP Financial Services 1,087.0 $210K 0.00% NEW $193.30 +5.5%
100 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,537.0 $210K 0.00% NEW $59.36 +12.7%
Page 5 of 6  ·  119 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 29.6%
Financial Services 28.0%
Communication Services 7.4%
Industrials 7.1%
Consumer Cyclical 5.8%
Healthcare 5.7%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.8%
Real Estate 1.8%