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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCO MOODYS CORP Financial Services 568.0 $257K 0.00% NEW $452.30 +13.4%
162 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,122.0 $254K 0.00% NEW $226.81 -45.2%
163 CGW INVESCO EXCH TRADED FD TR II 3,860.0 $254K 0.00% NEW $65.73 -0.2%
164 PCG PG&E CORP Utilities 15,006.0 $252K 0.00% NEW $16.82 +9.2%
165 SBAC SBA COMMUNICATIONS CORP Real Estate 1,420.0 $251K 0.00% NEW $176.48 +6.3%
166 IROC INVESCO ACTIVELY MANAGED EXC 4,866.0 $250K 0.00% NEW $51.28 -1.9%
167 WAB WABTEC Industrials 924.0 $249K 0.00% NEW $269.58 +10.1%
168 VAW VANGUARD WORLD FD 1,088.0 $249K 0.00% NEW $228.81 +5.2%
169 RKLB ROCKET LAB CORP Industrials 2,424.0 $246K 0.00% NEW $101.65 -34.2%
170 BHP BHP BILLITON LIMITED Basic Materials 2,943.0 $245K 0.00% NEW $83.31 +18.5%
171 UAL UNITED AIRLS HLDGS INC Industrials 1,802.0 $245K 0.00% NEW $135.99 -13.7%
172 NEAR ISHARES U S ETF TR 4,810.0 $244K 0.00% NEW $50.66 -0.1%
173 VTRS VIATRIS INC Healthcare 15,330.0 $243K 0.00% NEW $15.88 +5.3%
174 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 4,589.0 $239K 0.00% NEW $52.17 +0.7%
175 ENTERGY CORP NEW 2,084.0 $239K 0.00% NEW $114.87
176 USCB USCB FINANCIAL HOLDINGS INC Financial Services 11,687.0 $239K 0.00% NEW $20.46 +9.6%
177 TER TERADYNE INC Technology 494.0 $239K 0.00% NEW $483.90 -24.3%
178 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 721.0 $238K 0.00% NEW $330.46 -0.3%
179 WCC WESCO INTL INC Industrials 685.0 $237K 0.00% NEW $345.49 -1.9%
180 GL GLOBE LIFE INC Financial Services 1,324.0 $237K 0.00% NEW $178.70 -3.6%
Page 9 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%