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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 10 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FUTY FIDELITY COVINGTON TRUST 12,981.0 $771K 0.01% -5K -26.4% $59.36 -3.5%
182 NOC NORTHROP GRUMMAN CORP Industrials 1,094.0 $762K 0.01% -179.0 -14.1% $696.83 -21.1%
183 VYM VANGUARD WHITEHALL FDS 5,150.0 $762K 0.01% -319.0 -5.8% $147.94 +5.4%
184 FLTR VANECK ETF TRUST 29,698.0 $754K 0.01% -4K -13.1% $25.38 +0.6%
185 AXON AXON ENTERPRISE INC Industrials 1,741.0 $737K 0.01% -151.0 -8.0% $423.57 -7.4%
186 VYMI VANGUARD WHITEHALL FDS 7,751.0 $736K 0.01% -408.0 -5.0% $95.01 +3.8%
187 VT VANGUARD INTL EQUITY INDEX F 5,200.0 $726K 0.01% -1K -17.1% $139.68 +9.3%
188 FMAY FIRST TR EXCHNG TRADED FD VI 13,620.0 $723K 0.01% -1K -7.0% $53.11 +4.3%
189 PSX PHILLIPS 66 Energy 4,056.0 $712K 0.01% -935.0 -18.7% $175.60 +2.4%
190 DGT SPDR SERIES TRUST 4,054.0 $694K 0.01% -92.0 -2.2% $171.11 +6.9%
191 FJUN FIRST TR EXCHNG TRADED FD VI 12,148.0 $690K 0.01% -8K -39.7% $56.81 +4.6%
192 FTRI FIRST TR EXCHANGE-TRADED FD 37,871.0 $681K 0.01% -8K -17.8% $17.98 -6.2%
193 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 69,753.0 $675K 0.01% -11K -13.7% $9.68 +1.2%
194 HSY HERSHEY CO Consumer Defensive 3,287.0 $667K 0.01% -275.0 -7.7% $202.93 -5.5%
195 KR KROGER CO Consumer Defensive 9,437.0 $666K 0.01% -523.0 -5.2% $70.54 -3.2%
196 NEM NEWMONT CORP Basic Materials 5,758.0 $655K 0.01% -330.0 -5.4% $113.79 -3.5%
197 VBR VANGUARD INDEX FDS 2,987.0 $652K 0.01% -139.0 -4.5% $218.15 +3.6%
198 CI THE CIGNA GROUP Healthcare 2,328.0 $622K 0.01% -810.0 -25.8% $267.26 +9.0%
199 AVK ADVENT CONV & INCOME FD Financial Services 54,235.0 $617K 0.01% -8K -12.3% $11.37 +7.1%
200 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,052.0 $612K 0.01% -278.0 -11.9% $298.44 +32.0%
Page 10 of 16  ·  313 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%