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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 9 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISHARES TR 26,845.0 $594K 0.01% -54K -67.0% $22.14
162 IBMP ISHARES TR 22,941.0 $583K 0.01% -11K -31.5% $25.42 -0.1%
163 ISHARES TR 25,420.0 $582K 0.01% -54K -68.2% $22.89
164 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 21,793.0 $575K 0.01% -7K -23.1% $26.39 +36.6%
165 HELO J P MORGAN EXCHANGE TRADED F 8,483.0 $573K 0.01% -255.0 -2.9% $67.58 +2.8%
166 ISHARES TR 25,569.0 $572K 0.01% -55K -68.4% $22.37
167 CL COLGATE PALMOLIVE CO Consumer Defensive 6,164.0 $565K 0.01% -510.0 -7.6% $91.68 -0.4%
168 HSY HERSHEY CO Consumer Defensive 3,080.0 $540K 0.01% -207.0 -6.3% $175.47 +6.7%
169 FTRI FIRST TR EXCHANGE-TRADED FD 33,128.0 $526K 0.01% -5K -12.5% $15.87 +19.0%
170 MTB M & T BK CORP Financial Services 2,177.0 $518K 0.01% -3K -56.5% $238.05 +1.0%
171 FENI FIDELITY COVINGTON TRUST 12,845.0 $515K 0.01% -4K -23.1% $40.13 +4.4%
172 HSBC HSBC HLDGS PLC Financial Services 5,372.0 $511K 0.01% -117.0 -2.1% $95.09 +9.8%
173 JPEF J P MORGAN EXCHANGE TRADED F 6,302.0 $506K 0.01% -1K -13.8% $80.33 +1.0%
174 ARKB ARK 21SHARES BITCOIN ETF Financial Services 25,910.0 $504K 0.01% -705.0 -2.6% $19.46 +34.5%
175 JHMM JOHN HANCOCK EXCHANGE TRADED 6,543.0 $490K 0.01% -49.0 -0.7% $74.96 +1.0%
176 OXY OCCIDENTAL PETE CORP Energy 9,937.0 $483K 0.01% -18K -65.0% $48.57 +20.3%
177 KVUE KENVUE INC Consumer Defensive 25,209.0 $482K 0.01% -5K -15.3% $19.11 +1.2%
178 NU NU HLDGS LTD Financial Services 35,914.0 $480K 0.01% -4K -10.0% $13.36 +13.3%
179 WAT WATERS CORP Healthcare 1,265.0 $474K 0.01% -50.0 -3.8% $375.04 +10.5%
180 VTES VANGUARD WELLINGTON FD 4,561.0 $462K 0.01% -5K -51.3% $101.31 -0.4%
Page 9 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%