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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 8 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JPME J P MORGAN EXCHANGE TRADED F 7,123.0 $885K 0.01% -15K -67.5% $124.21 +2.8%
142 FYLD CAMBRIA ETF TR 23,403.0 $854K 0.01% -45K -66.0% $36.49 +11.3%
143 HPQ HP INC Technology 38,519.0 $845K 0.01% -2K -5.5% $21.94 +34.5%
144 VIV TELEFONICA BRASIL SA Communication Services 60,302.0 $794K 0.01% -1K -2.0% $13.16 -11.5%
145 XYL XYLEM INC Industrials 6,585.0 $778K 0.01% -2K -26.6% $118.21 -4.6%
146 FEBT AIM ETF PRODUCTS TRUST 18,921.0 $778K 0.01% -162K -89.5% $41.14 +1.9%
147 XLG INVESCO EXCHANGE TRADED FD T 12,560.0 $769K 0.01% -14K -53.2% $61.23 +1.4%
148 WPC WP CAREY INC Real Estate 10,561.0 $755K 0.01% -3K -24.5% $71.50 +0.4%
149 FUTY FIDELITY COVINGTON TRUST 12,649.0 $739K 0.01% -332.0 -2.6% $58.42 -4.3%
150 SYY SYSCO CORP Consumer Defensive 8,837.0 $739K 0.01% -602.0 -6.4% $83.58 -0.1%
151 IBMO ISHARES TR 27,199.0 $697K 0.01% -11K -28.1% $25.64 -0.0%
152 ADBE ADOBE INC Technology 3,399.0 $697K 0.01% -1K -25.2% $205.02 +33.6%
153 SDVY FIRST TR EXCHANGE TRADED FD 15,820.0 $682K 0.01% -4K -20.4% $43.14 +1.6%
154 FIX COMFORT SYS USA INC Industrials 334.0 $662K 0.01% -14.0 -4.0% $1983.13 -21.2%
155 J P MORGAN EXCHANGE TRADED F 10,634.0 $640K 0.01% -10K -48.8% $60.16
156 COF CAPITAL ONE FINL CORP Financial Services 3,133.0 $628K 0.01% -90.0 -2.8% $200.59 +7.8%
157 BYLD ISHARES TR 27,515.0 $623K 0.01% -89K -76.3% $22.65 -1.0%
158 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 64,107.0 $622K 0.01% -6K -8.1% $9.70 -2.9%
159 AVDV AMERICAN CENTY ETF TR 5,850.0 $603K 0.01% -169.0 -2.8% $103.04 +9.3%
160 IBMQ ISHARES TR 23,394.0 $598K 0.01% -10K -29.6% $25.58 -0.2%
Page 8 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%