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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 12 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRK MERCK & CO INC Healthcare 34,677.0 $3.7M 0.07% NEW $105.26 +10.1%
222 AHR AMERICAN HEALTHCARE REIT INC Real Estate 76,668.0 $3.6M 0.07% NEW $47.06 +6.5%
223 VTEB VANGUARD MUN BD FDS 71,529.0 $3.6M 0.07% NEW $50.29 -0.9%
224 MEAR ISHARES U S ETF TR 71,301.0 $3.6M 0.07% NEW $50.32 -0.3%
225 BAC BANK AMERICA CORP Financial Services 64,978.0 $3.6M 0.07% NEW $55.00 -6.4%
226 OCTT AIM ETF PRODUCTS TRUST 82,086.0 $3.6M 0.07% NEW $43.51 +5.9%
227 CGMU CAPITAL GRP FIXED INCM ETF T 130,455.0 $3.6M 0.07% NEW $27.38 -0.7%
228 SPG SIMON PPTY GROUP INC NEW Real Estate 19,085.0 $3.5M 0.06% NEW $185.12 +10.3%
229 IWF ISHARES TR 7,435.0 $3.5M 0.06% NEW $473.31 -73.7%
230 PRF INVESCO EXCHANGE TRADED FD T 73,771.0 $3.5M 0.06% NEW $46.92 +12.6%
231 VZ VERIZON COMMUNICATIONS INC Communication Services 84,732.0 $3.5M 0.06% NEW $40.73 +17.4%
232 AGZD WISDOMTREE TR 151,978.0 $3.4M 0.06% NEW $22.48 +0.7%
233 RODM LATTICE STRATEGIES TR 91,140.0 $3.4M 0.06% NEW $36.97 +12.3%
234 C CITIGROUP INC Financial Services 28,871.0 $3.4M 0.06% NEW $116.69 +7.3%
235 TECL DIREXION SHS ETF TR 28,358.0 $3.3M 0.06% NEW $117.49 +71.6%
236 MKL MARKEL GROUP INC Financial Services 1,519.0 $3.3M 0.06% NEW $2149.65 -13.8%
237 KO COCA COLA CO Consumer Defensive 46,480.0 $3.2M 0.06% NEW $69.91 +16.1%
238 ASML ASML HOLDING N V Technology 3,027.0 $3.2M 0.06% NEW $1069.70 +48.8%
239 MCD MCDONALDS CORP Consumer Cyclical 10,510.0 $3.2M 0.06% NEW $305.62 -7.0%
240 BR BROADRIDGE FINL SOLUTIONS IN Technology 14,142.0 $3.2M 0.06% NEW $223.18 -32.8%
Page 12 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%