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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 6 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LECO LINCOLN ELEC HLDGS INC Industrials 8,792.0 $2.3M 0.03% -110.0 -1.2% $265.51 +5.5%
102 OCTT AIM ETF PRODUCTS TRUST 49,964.0 $2.3M 0.03% -39K -44.0% $46.60 +2.6%
103 JMST J P MORGAN EXCHANGE TRADED F 45,410.0 $2.3M 0.03% -6K -11.4% $51.00 -0.1%
104 TLT ISHARES TR 25,501.0 $2.2M 0.03% -2K -7.2% $86.42 -3.6%
105 MEAR ISHARES U S ETF TR 41,652.0 $2.1M 0.03% -13K -24.4% $50.38 -0.3%
106 PDN INVESCO EXCH TRADED FD TR II 44,363.0 $2.0M 0.02% -367.0 -0.8% $44.98 +6.0%
107 AAXJ ISHARES TR 16,230.0 $1.9M 0.02% -3K -15.9% $119.33 -2.5%
108 FNDX SCHWAB STRATEGIC TR 59,097.0 $1.8M 0.02% -1K -2.2% $31.10 +4.6%
109 BUL PACER FDS TR 30,766.0 $1.8M 0.02% -39K -55.7% $58.96 +11.1%
110 FNDF SCHWAB STRATEGIC TR 33,926.0 $1.8M 0.02% -846.0 -2.4% $52.76 +5.8%
111 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,883.0 $1.7M 0.02% -401.0 -2.5% $107.78 +3.1%
112 NUSC NUSHARES ETF TR 32,766.0 $1.7M 0.02% -7K -16.8% $52.12 -0.7%
113 SGOV ISHARES TR 16,888.0 $1.7M 0.02% -13K -43.9% $100.67 -0.0%
114 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,291.0 $1.7M 0.02% -679.0 -8.5% $233.10 +0.9%
115 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 18,509.0 $1.6M 0.02% -1K -5.6% $88.60 -37.4%
116 JEPI J P MORGAN EXCHANGE TRADED F 27,586.0 $1.6M 0.02% -46K -62.4% $56.48 +3.0%
117 UBER UBER TECHNOLOGIES INC Technology 21,339.0 $1.5M 0.02% -1K -5.5% $72.16 +10.3%
118 YSEP FIRST TR EXCHNG TRADED FD VI 52,764.0 $1.5M 0.02% -165K -75.8% $27.54 +3.0%
119 NVS NOVARTIS AG Healthcare 9,144.0 $1.4M 0.02% -234.0 -2.5% $156.71 +1.7%
120 TIP ISHARES TR 13,065.0 $1.4M 0.02% -3K -20.0% $109.43 -1.7%
Page 6 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%