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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 6 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HYDB ISHARES TR 9,620.0 $450K 0.01% NEW $46.77 -0.2%
102 SYF SYNCHRONY FINANCIAL Financial Services 5,906.0 $449K 0.01% NEW $76.05 +5.4%
103 SLDE SLIDE INS HLDGS INC Financial Services 22,871.0 $443K 0.01% NEW $19.37 +19.9%
104 FORTINET INC 2,838.0 $436K 0.01% NEW $153.62
105 SIRI SIRIUSXM HOLDINGS INC Communication Services 14,554.0 $430K 0.01% NEW $29.54 -2.2%
106 SPHB INVESCO EXCH TRADED FD TR II 2,677.0 $417K 0.01% NEW $155.59 -5.0%
107 IREN IREN LIMITED Financial Services 8,929.0 $408K 0.01% NEW $45.73 -8.0%
108 SLF SUN LIFE FINANCIAL INC. Financial Services 5,169.0 $405K 0.01% NEW $78.42 +0.7%
109 BMNR BITMINE IMMERSION TECHS INC Financial Services 28,279.0 $376K 0.00% NEW $13.31 +89.0%
110 FDS FACTSET RESH SYS INC Financial Services 1,631.0 $375K 0.00% NEW $230.12 +30.3%
111 EXEL EXELIXIS INC Healthcare 6,897.0 $375K 0.00% NEW $54.41 +2.9%
112 CORT CORCEPT THERAPEUTICS INC Healthcare 4,132.0 $359K 0.00% NEW $86.95 +40.5%
113 WATSCO INC 868.0 $359K 0.00% NEW $413.15
114 DAL DELTA AIR LINES INC Industrials 3,721.0 $349K 0.00% NEW $93.67 -11.6%
115 ACGL ARCH CAP GROUP LTD Financial Services 3,518.0 $341K 0.00% NEW $97.06 +3.4%
116 ALAB ASTERA LABS INC Technology 705.0 $341K 0.00% NEW $483.02 -41.4%
117 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 23,310.0 $339K 0.00% NEW $14.54 -1.1%
118 TPR TAPESTRY INC Consumer Cyclical 2,314.0 $339K 0.00% NEW $146.40 -11.1%
119 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,577.0 $339K 0.00% NEW $131.43 -2.5%
120 FXL FIRST TR EXCHANGE-TRADED FD 1,551.0 $337K 0.00% NEW $217.27 -2.3%
Page 6 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%