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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 11 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AVDV AMERICAN CENTY ETF TR 6,019.0 $612K 0.01% -3K -30.3% $101.73 +5.0%
202 ITA ISHARES TR 2,710.0 $606K 0.01% -10K -79.1% $223.68 -2.4%
203 ARKB ARK 21SHARES BITCOIN ETF Financial Services 26,615.0 $602K 0.01% -396.0 -1.5% $22.62 +12.6%
204 COF CAPITAL ONE FINL CORP Financial Services 3,223.0 $595K 0.01% -4K -55.2% $184.47 +1.5%
205 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,383.0 $585K 0.01% -153.0 -10.0% $423.16 +75.1%
206 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,986.0 $583K 0.01% -239.0 -2.1% $53.05 +12.3%
207 TEL TE CONNECTIVITY PLC Technology 2,719.0 $575K 0.01% -92.0 -3.3% $211.61 -5.2%
208 FMB FIRST TR EXCH TRADED FD III 11,124.0 $565K 0.01% -7K -37.5% $50.81 -0.2%
209 HELO J P MORGAN EXCHANGE TRADED F 8,738.0 $560K 0.01% -1K -11.9% $64.12 +5.6%
210 BEPC BROOKFIELD RENEWABLE CORP Utilities 13,859.0 $560K 0.01% -188.0 -1.3% $40.41 -10.6%
211 AKRE PROFESIONALLY MANAGED PORTFO 10,269.0 $541K 0.01% -2K -17.6% $52.70 +2.6%
212 ACN ACCENTURE PLC IRELAND Technology 2,704.0 $533K 0.01% -2K -40.6% $197.00 -10.3%
213 XLY SELECT SECTOR SPDR TR 4,839.0 $531K 0.01% -4K -42.0% $109.80 +4.8%
214 CBOE CBOE GLOBAL MKTS INC Financial Services 1,894.0 $531K 0.01% -138.0 -6.8% $280.34 +29.5%
215 JPEF J P MORGAN EXCHANGE TRADED F 7,307.0 $527K 0.01% -1K -15.8% $72.13 +9.9%
216 INTU INTUIT Technology 1,229.0 $524K 0.01% -89.0 -6.8% $426.11 -5.4%
217 CAH CARDINAL HEALTH INC Healthcare 2,466.0 $523K 0.01% -849.0 -25.6% $212.03 -5.5%
218 VCIT VANGUARD SCOTTSDALE FDS 6,327.0 $522K 0.01% -55.0 -0.9% $82.53 -1.2%
219 FNDB SCHWAB STRATEGIC TR 18,929.0 $516K 0.01% -3K -12.5% $27.26 +8.3%
220 DFAC DIMENSIONAL ETF TRUST 13,111.0 $513K 0.01% -357.0 -2.6% $39.12 +9.1%
Page 11 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%