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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 6 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GCOW PACER FDS TR 56,610.0 $2.6M 0.04% -2K -2.7% $46.11 +1.1%
102 JMST J P MORGAN EXCHANGE TRADED F 51,244.0 $2.6M 0.04% -8K -12.9% $50.91 -0.1%
103 ILCB ISHARES TR 28,645.0 $2.6M 0.04% -192.0 -0.7% $90.53 +12.1%
104 CGMU CAPITAL GRP FIXED INCM ETF T 94,875.0 $2.6M 0.04% -36K -27.3% $27.20 -0.3%
105 FYLD CAMBRIA ETF TR 68,808.0 $2.6M 0.04% -8K -10.2% $37.22 +4.1%
106 SOXX ISHARES TR 7,352.0 $2.5M 0.04% -145.0 -1.9% $338.53 +46.7%
107 FEBW AIM ETF PRODUCTS TRUST 73,044.0 $2.5M 0.04% -834.0 -1.1% $33.65 +4.6%
108 DSI ISHARES TR 19,617.0 $2.4M 0.04% -713.0 -3.5% $122.15 +14.1%
109 TLT ISHARES TR 27,486.0 $2.4M 0.04% -4K -11.9% $86.26 -3.8%
110 LECO LINCOLN ELEC HLDGS INC Industrials 8,902.0 $2.2M 0.04% -111.0 -1.2% $249.76 +4.5%
111 BR BROADRIDGE FINL SOLUTIONS IN Technology 13,843.0 $2.2M 0.04% -299.0 -2.1% $159.98 -6.6%
112 SPMD SPDR SERIES TRUST 36,892.0 $2.2M 0.04% -9K -20.4% $59.69 +4.9%
113 GD GENERAL DYNAMICS CORP Industrials 5,908.0 $2.1M 0.04% -501.0 -7.8% $350.55 -2.1%
114 IJH ISHARES TR 29,746.0 $2.0M 0.04% -613.0 -2.0% $68.10 +4.9%
115 VUG VANGUARD INDEX FDS 4,500.0 $2.0M 0.03% -141.0 -3.0% $441.59 -80.5%
116 COP CONOCOPHILLIPS Energy 15,045.0 $1.9M 0.03% -2K -9.3% $128.39 -3.0%
117 JANT AIM ETF PRODUCTS TRUST 46,571.0 $1.9M 0.03% -2K -4.8% $40.35 +7.4%
118 TIP ISHARES TR 16,338.0 $1.8M 0.03% -12K -42.1% $110.36 -0.2%
119 NUSC NUSHARES ETF TR 39,385.0 $1.8M 0.03% -6K -13.0% $45.44 +4.5%
120 FNDF SCHWAB STRATEGIC TR 34,772.0 $1.7M 0.03% -2K -4.4% $49.48 +6.2%
Page 6 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%