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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 8 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IXC ISHARES TR 23,288.0 $1.3M 0.02% -5K -18.8% $55.82 +3.2%
142 DIS DISNEY WALT CO Communication Services 13,273.0 $1.3M 0.02% -345.0 -2.5% $96.57 +7.6%
143 OCTW AIM ETF PRODUCTS TRUST 32,758.0 $1.3M 0.02% -2K -5.9% $38.63 +4.7%
144 CALF PACER FDS TR 27,771.0 $1.2M 0.02% -249K -90.0% $44.93 +4.8%
145 SMH VANECK ETF TRUST 3,118.0 $1.2M 0.02% -29.0 -0.9% $391.96 +38.8%
146 WELL WELLTOWER INC Real Estate 6,087.0 $1.2M 0.02% -179.0 -2.9% $198.88 +6.9%
147 SCHV SCHWAB STRATEGIC TR 38,643.0 $1.2M 0.02% -1K -3.5% $30.62 +6.2%
148 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 103,556.0 $1.2M 0.02% -11K -9.3% $11.41 -2.0%
149 FAUG FIRST TR EXCHNG TRADED FD VI 22,539.0 $1.2M 0.02% -256.0 -1.1% $52.06 +6.7%
150 FDL FIRST TR EXCHANGE-TRADED FD 23,215.0 $1.2M 0.02% -3K -11.0% $50.24 +0.5%
151 GSLC GOLDMAN SACHS ETF TR 9,246.0 $1.2M 0.02% -1K -10.6% $126.10 +10.3%
152 FDN FIRST TR EXCHANGE-TRADED FD 4,913.0 $1.2M 0.02% -1K -21.8% $235.91 +13.3%
153 XLC SELECT SECTOR SPDR TR 10,310.0 $1.1M 0.02% -12K -52.9% $111.25 +4.1%
154 VIRTUS DIVIDEND INTEREST & P 88,878.0 $1.1M 0.02% -12K -11.8% $12.86
155 XLRE SELECT SECTOR SPDR TR 27,658.0 $1.1M 0.02% -120K -81.3% $40.95 +7.3%
156 FIDU FIDELITY COVINGTON TRUST 12,595.0 $1.1M 0.02% -2K -14.8% $87.97 +3.5%
157 GWW WW GRAINGER INC Industrials 976.0 $1.1M 0.02% -6.0 -0.6% $1107.93 +14.2%
158 XLV SELECT SECTOR SPDR TR 7,201.0 $1.1M 0.02% -5K -38.5% $147.74 -0.3%
159 BGRN ISHARES TR 21,781.0 $1.0M 0.02% -9K -28.5% $47.26 -0.6%
160 OKE ONEOK INC NEW Energy 11,770.0 $1.0M 0.02% -177.0 -1.5% $87.35 +7.3%
Page 8 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%