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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 5 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHYG ISHARES TR 14,903.0 $632K 0.01% NEW $42.41 -0.2%
82 EWW ISHARES INC 8,233.0 $620K 0.01% NEW $75.27 +2.7%
83 EWT ISHARES INC 5,558.0 $604K 0.01% NEW $108.61 -3.3%
84 ANGLOGOLD ASHANTI PLC 7,314.0 $592K 0.01% NEW $80.89
85 HBAN HUNTINGTON BANCSHARES INC Financial Services 32,758.0 $581K 0.01% NEW $17.73 -4.6%
86 IBMR ISHARES TR 22,604.0 $574K 0.01% NEW $25.39 -0.3%
87 ISHARES TR 22,125.0 $572K 0.01% NEW $25.87
88 SPLV INVESCO EXCH TRADED FD TR II 7,579.0 $568K 0.01% NEW $74.90 +1.1%
89 HAL HALLIBURTON CO Energy 16,519.0 $561K 0.01% NEW $33.95 +1.0%
90 CHGX EA SERIES TRUST 16,451.0 $546K 0.01% NEW $33.21 +1.7%
91 ISHARES TR 26,952.0 $544K 0.01% NEW $20.19
92 ISHARES TR 23,976.0 $544K 0.01% NEW $22.70
93 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,419.0 $540K 0.01% NEW $380.37 -30.3%
94 MDYG SPDR SERIES TRUST 4,736.0 $531K 0.01% NEW $112.09 -2.5%
95 STT STATE STR CORP Financial Services 3,115.0 $528K 0.01% NEW $169.58 +13.1%
96 ISHARES TR 26,874.0 $525K 0.01% NEW $19.54
97 ISHARES TR 24,234.0 $525K 0.01% NEW $21.65
98 PCAR PACCAR INC Industrials 4,163.0 $500K 0.01% NEW $120.12 +7.8%
99 BBY BEST BUY INC Consumer Cyclical 6,484.0 $492K 0.01% NEW $75.88 +12.9%
100 NTRS NORTHERN TR CORP Financial Services 2,678.0 $466K 0.01% NEW $173.84 +7.3%
Page 5 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%