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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 10 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JHG JANUS HENDERSON GROUP PLC Financial Services 8,742.0 $454K 0.01% -1K -11.2% $51.95 +0.0%
182 TUSB THRIVENT ETF TRUST 8,580.0 $432K 0.01% -995.0 -10.4% $50.34 +0.5%
183 FMB FIRST TR EXCH TRADED FD III 8,155.0 $419K 0.01% -3K -26.7% $51.37 -2.2%
184 OGS ONE GAS INC Utilities 5,400.0 $416K 0.01% -104.0 -1.9% $77.07 +4.3%
185 APUE TRUST FOR PROFESSIONAL MANAG 8,938.0 $413K 0.01% -2K -20.6% $46.20 +2.5%
186 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,831.0 $402K 0.01% -2K -19.6% $45.52 +34.2%
187 JPIN J P MORGAN EXCHANGE TRADED F 5,500.0 $398K 0.01% -110.0 -2.0% $72.31 +7.6%
188 PDM PIEDMONT REALTY TRUST INC Real Estate 41,170.0 $377K 0.00% -832.0 -2.0% $9.15 +8.2%
189 AGX ARGAN INC Industrials 468.0 $374K 0.00% -160.0 -25.5% $798.57 -43.6%
190 VOD VODAFONE GROUP PLC Communication Services 27,644.0 $366K 0.00% -9K -24.4% $13.22 +22.0%
191 BNDX VANGUARD CHARLOTTE FDS 7,419.0 $359K 0.00% -442.0 -5.6% $48.43 -1.1%
192 IJS ISHARES TR 2,552.0 $349K 0.00% -409K -99.4% $136.70 +0.8%
193 CENCORA INC 1,231.0 $348K 0.00% -826.0 -40.2% $282.81
194 EMXF ISHARES TR 5,998.0 $348K 0.00% -2K -24.2% $57.94 -1.3%
195 A AGILENT TECHNOLOGIES INC Healthcare 2,578.0 $342K 0.00% -321.0 -11.1% $132.82 +16.5%
196 IJK ISHARES TR 2,846.0 $334K 0.00% -489K -99.4% $117.51 -2.6%
197 AVGE AMERICAN CENTY ETF TR 3,357.0 $333K 0.00% -16K -82.6% $99.10 +2.5%
198 IUSG ISHARES TR 1,736.0 $326K 0.00% -245.0 -12.4% $188.04 +0.9%
199 WTRG ESSENTIAL UTILS INC Utilities 8,444.0 $323K 0.00% -595.0 -6.6% $38.31 +6.4%
200 RDY DR REDDYS LABS LTD Healthcare 21,534.0 $312K 0.00% -3K -10.6% $14.49 -14.8%
Page 10 of 12  ·  237 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%