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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 12 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CAT CATERPILLAR INC Industrials 5,507.0 $4.0M 0.07% +172.0 +3.2% $730.36 +18.2%
222 VTEB VANGUARD MUN BD FDS 79,953.0 $4.0M 0.07% +8K +11.8% $49.91 -0.5%
223 PGX INVESCO EXCH TRADED FD TR II 25,268.0 $4.0M 0.07% -379.0 -1.5% $157.30 -93.1%
224 PM PHILIP MORRIS INTL INC Consumer Defensive 25,159.0 $4.0M 0.07% +2K +8.5% $157.33 +19.9%
225 EFA ISHARES TR 40,135.0 $4.0M 0.07% -359K -90.0% $98.61 +3.6%
226 ORCL ORACLE CORP Technology 27,011.0 $3.9M 0.07% +4K +16.7% $145.23 +24.1%
227 JMEE J P MORGAN EXCHANGE TRADED F 58,236.0 $3.9M 0.07% +32K +122.5% $67.25 +6.5%
228 KO COCA COLA CO Consumer Defensive 51,445.0 $3.9M 0.07% +5K +10.7% $76.08 +7.8%
229 SUSA ISHARES TR 29,291.0 $3.9M 0.07% -2K -4.9% $133.17 +12.0%
230 FNDC SCHWAB STRATEGIC TR 81,595.0 $3.8M 0.07% -9K -9.6% $47.02 +4.2%
231 MCD MCDONALDS CORP Consumer Cyclical 12,384.0 $3.8M 0.07% +2K +17.8% $307.28 -9.6%
232 BUL PACER FDS TR 69,422.0 $3.8M 0.07% -37K -34.7% $54.74 +3.2%
233 OCTT AIM ETF PRODUCTS TRUST 89,147.0 $3.8M 0.07% +7K +8.6% $42.58 +7.8%
234 ICF ISHARES TR 60,666.0 $3.8M 0.07% -7K -10.1% $62.24 +8.7%
235 PRF INVESCO EXCHANGE TRADED FD T 78,568.0 $3.8M 0.06% +5K +6.5% $47.76 +9.6%
236 PECO PHILLIPS EDISON & CO INC Real Estate 100,324.0 $3.7M 0.06% -5K -4.6% $37.24 +6.5%
237 DMXF ISHARES TR 47,067.0 $3.6M 0.06% +18K +63.2% $76.63 +5.9%
238 RODM LATTICE STRATEGIES TR 88,726.0 $3.5M 0.06% -2K -2.6% $39.82 +3.5%
239 MPWR MONOLITHIC PWR SYS INC Technology 3,105.0 $3.5M 0.06% -71.0 -2.2% $1119.66 +33.0%
240 MINT PIMCO ETF TR 34,396.0 $3.4M 0.06% +8K +31.9% $100.28 +0.3%
Page 12 of 44  ·  877 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%