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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 842 New
Page 10 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTUM ISHARES TR 21,921.0 $5.5M 0.10% NEW $250.31 +20.7%
182 BAI BLACKROCK ETF TRUST 162,139.0 $5.4M 0.10% NEW $33.30 +42.6%
183 ESGD ISHARES TR 56,426.0 $5.4M 0.10% NEW $95.09 +8.2%
184 MOAT VANECK ETF TRUST 51,508.0 $5.3M 0.10% NEW $103.56 -2.3%
185 FSK FS KKR CAP CORP Financial Services 359,473.0 $5.3M 0.10% NEW $14.81 -26.2%
186 HD HOME DEPOT INC Consumer Cyclical 15,351.0 $5.3M 0.10% NEW $344.12 -8.8%
187 RSP INVESCO EXCHANGE TRADED FD T 27,573.0 $5.3M 0.10% NEW $191.56 +6.9%
188 IBDS ISHARES TR 214,210.0 $5.2M 0.10% NEW $24.28 -0.3%
189 IBDR ISHARES TR 214,311.0 $5.2M 0.10% NEW $24.23 -0.0%
190 V VISA INC Financial Services 14,753.0 $5.2M 0.09% NEW $350.71 -5.7%
191 IBDT ISHARES TR 202,716.0 $5.2M 0.09% NEW $25.46 -0.9%
192 THRO BLACKROCK ETF TRUST 131,411.0 $5.1M 0.09% NEW $38.56 +10.3%
193 GBCI GLACIER BANCORP INC NEW Financial Services 114,051.0 $5.0M 0.09% NEW $44.05 +8.5%
194 FIW FIRST TR EXCHANGE-TRADED FD 45,230.0 $4.9M 0.09% NEW $108.64 -6.7%
195 TXN TEXAS INSTRS INC Technology 27,515.0 $4.8M 0.09% NEW $173.49 +75.7%
196 AMAT APPLIED MATLS INC Technology 18,404.0 $4.7M 0.09% NEW $256.99 +66.3%
197 PLD PROLOGIS INC. Real Estate 36,694.0 $4.7M 0.09% NEW $127.66 +13.3%
198 JEPI J P MORGAN EXCHANGE TRADED F 80,031.0 $4.6M 0.08% NEW $57.24 -2.0%
199 BERKSHIRE HATHAWAY INC DEL 6.0 $4.5M 0.08% NEW $754800.00
200 ORCL ORACLE CORP Technology 23,146.0 $4.5M 0.08% NEW $194.92 -2.6%
Page 10 of 43  ·  842 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
Financial Services 31.5%
Technology 30.0%
Communication Services 7.1%
Industrials 6.1%
Consumer Cyclical 5.7%
Healthcare 5.4%
Consumer Defensive 4.6%
Energy 4.2%
Utilities 3.1%
Real Estate 1.7%