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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 7 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVGE AMERICAN CENTY ETF TR 19,332.0 $1.7M 0.03% -2K -7.5% $88.60 +8.1%
122 VO VANGUARD INDEX FDS 5,882.0 $1.7M 0.03% -110.0 -1.8% $288.98 -73.6%
123 UBER UBER TECHNOLOGIES INC Technology 22,592.0 $1.6M 0.03% -307.0 -1.3% $71.71 +4.7%
124 FNDE SCHWAB STRATEGIC TR 42,397.0 $1.6M 0.03% -3K -7.3% $38.14 +4.9%
125 MDT MEDTRONIC PLC Healthcare 18,514.0 $1.6M 0.03% -5K -20.6% $86.06 -10.2%
126 IWN ISHARES TR 8,119.0 $1.5M 0.03% -2K -16.2% $190.76 +7.1%
127 FTEC FIDELITY COVINGTON TRUST 7,277.0 $1.5M 0.03% -946.0 -11.5% $210.71 +26.3%
128 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 19,606.0 $1.5M 0.03% -8K -27.7% $77.52 +5.9%
129 MO ALTRIA GROUP INC Consumer Defensive 22,873.0 $1.5M 0.03% -2K -8.9% $65.48 +12.6%
130 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,284.0 $1.5M 0.03% -97.0 -0.6% $90.08 +13.7%
131 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 124,369.0 $1.5M 0.03% -14K -10.2% $11.75 -2.0%
132 NVS NOVARTIS AG Healthcare 9,378.0 $1.5M 0.03% -663.0 -6.6% $155.07 -3.8%
133 IYW ISHARES TR 7,844.0 $1.4M 0.03% -1K -12.2% $184.41 +27.2%
134 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,970.0 $1.4M 0.03% -306.0 -3.7% $180.38 -6.2%
135 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 59,170.0 $1.4M 0.02% -3K -5.3% $23.74 +7.0%
136 BP BP PLC Energy 29,982.0 $1.4M 0.02% -3K -9.7% $46.17 -0.1%
137 UNH UNITEDHEALTH GROUP INC Healthcare 4,976.0 $1.4M 0.02% -257.0 -4.9% $273.97 +42.8%
138 ESGU ISHARES TR 9,551.0 $1.4M 0.02% -102.0 -1.1% $142.45 +12.2%
139 EEM ISHARES TR 23,165.0 $1.3M 0.02% -640K -96.5% $57.23 +12.3%
140 MMM 3M CO Industrials 9,096.0 $1.3M 0.02% -2K -15.2% $145.26 +5.0%
Page 7 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%