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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 13 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AHR AMERICAN HEALTHCARE REIT INC Real Estate 72,403.0 $3.4M 0.06% -4K -5.6% $47.52 +8.1%
242 FSK FS KKR CAP CORP Financial Services 340,091.0 $3.4M 0.06% -19K -5.4% $10.11 +8.6%
243 GE GE AEROSPACE Industrials 11,464.0 $3.4M 0.06% +1K +13.9% $292.67 +2.0%
244 MSI MOTOROLA SOLUTIONS INC Technology 7,672.0 $3.3M 0.06% -199.0 -2.5% $434.14 -8.9%
245 SPG SIMON PPTY GROUP INC NEW Real Estate 17,495.0 $3.3M 0.06% -2K -8.3% $188.08 +8.0%
246 USRT ISHARES TR 55,174.0 $3.3M 0.06% -13K -18.7% $59.54 +9.1%
247 PEP PEPSICO INC Consumer Defensive 20,983.0 $3.2M 0.06% +2K +8.7% $154.65 -3.0%
248 IWF ISHARES TR 7,452.0 $3.2M 0.06% $430.12 -71.1%
249 NFLX NETFLIX INC. Communication Services 33,380.0 $3.2M 0.06% +14K +69.2% $95.55 -7.9%
250 BAC BANK AMERICA CORP Financial Services 64,621.0 $3.2M 0.06% -357.0 -0.6% $49.27 +4.1%
251 C CITIGROUP INC Financial Services 27,418.0 $3.2M 0.05% -1K -5.0% $115.30 +8.3%
252 PLTR PALANTIR TECHNOLOGIES INC Technology 21,276.0 $3.1M 0.05% -10K -32.3% $146.49 -7.1%
253 USXF ISHARES TR 55,706.0 $3.1M 0.05% +20K +56.8% $55.68 +18.7%
254 LLY PUT ELI LILLY & CO Healthcare 3,200.0 $3.1M 0.05% NEW $954.52 +5.5%
255 SGOV ISHARES TR 30,095.0 $3.0M 0.05% +22K +262.2% $100.39 +0.2%
256 MUB ISHARES TR 28,300.0 $3.0M 0.05% +5K +21.8% $106.31 -0.3%
257 SMMV ISHARES TR 68,386.0 $3.0M 0.05% $43.85 +1.8%
258 AVUS AMERICAN CENTY ETF TR 26,334.0 $2.9M 0.05% $111.91 +11.3%
259 BND VANGUARD BD INDEX FDS 40,138.0 $2.9M 0.05% -10K -19.5% $73.42 -0.8%
260 ETHO AMPLIFY ETF TR 43,937.0 $2.9M 0.05% -4K -8.6% $66.91 +10.0%
Page 13 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%