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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 15 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WDC WESTERN DIGITAL CORP Technology 864.0 $257K 0.00% -571.0 -39.8% $297.73 +54.1%
282 VIS VANGUARD WORLD FD 778.0 $247K 0.00% -238.0 -23.4% $317.36 +3.5%
283 SPYD SPDR SERIES TRUST 5,380.0 $244K 0.00% -185.0 -3.3% $45.35 +3.4%
284 VSS VANGUARD INTL EQUITY INDEX F 1,608.0 $238K 0.00% -16.0 -1.0% $148.05 +5.2%
285 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,258.0 $235K 0.00% -459.0 -12.3% $71.99 -14.6%
286 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,325.0 $233K 0.00% -7K -51.3% $36.78 +0.8%
287 TIPX SPDR SERIES TRUST 12,131.0 $232K 0.00% -8K -41.0% $19.10 +0.0%
288 SBS COMPANHIA DE SANEAMENTO BASI Utilities 7,667.0 $232K 0.00% -3K -28.3% $30.20 -80.6%
289 KGC KINROSS GOLD CORP Basic Materials 7,229.0 $231K 0.00% -41.0 -0.6% $32.02 -10.9%
290 FSLR FIRST SOLAR INC Energy 1,157.0 $231K 0.00% -160.0 -12.2% $199.42 +17.2%
291 RTH VANECK ETF TRUST 883.0 $223K 0.00% -742.0 -45.7% $252.28 +4.8%
292 HR HEALTHCARE RLTY TR Real Estate 12,738.0 $219K 0.00% -289.0 -2.2% $17.16 +18.9%
293 FEX FIRST TR EXCHANGE-TRADED ALP 1,780.0 $218K 0.00% -351.0 -16.5% $122.66 +5.3%
294 SCHR SCHWAB STRATEGIC TR 8,633.0 $214K 0.00% -3K -23.5% $24.81 -1.4%
295 BSX BOSTON SCIENTIFIC CORP Healthcare 3,442.0 $213K 0.00% -1K -23.8% $62.00 -8.4%
296 MUNI PIMCO ETF TR 4,066.0 $212K 0.00% -29.0 -0.7% $52.13 -0.4%
297 VDC VANGUARD WORLD FD 946.0 $212K 0.00% -374.0 -28.3% $223.84 +4.9%
298 DFUS DIMENSIONAL ETF TRUST 2,941.0 $210K 0.00% -1K -27.9% $71.47 +11.4%
299 ATO ATMOS ENERGY CORP Utilities 1,130.0 $210K 0.00% -162.0 -12.5% $185.50 -4.2%
300 JSI JANUS DETROIT STR TR 4,066.0 $210K 0.00% -250.0 -5.8% $51.55 -0.6%
Page 15 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%