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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 14 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGZD WISDOMTREE TR 126,933.0 $2.9M 0.05% -25K -16.5% $22.51 +0.6%
262 MKL MARKEL GROUP INC Financial Services 1,497.0 $2.8M 0.05% -22.0 -1.4% $1902.58 -2.6%
263 GEV GE VERNOVA INC Utilities 3,167.0 $2.8M 0.05% +361.0 +12.9% $894.84 +15.7%
264 NLR VANECK ETF TRUST 20,752.0 $2.8M 0.05% +3K +17.2% $134.36 -4.8%
265 PYLD PIMCO ETF TR 106,083.0 $2.8M 0.05% +37K +53.4% $26.16 +0.2%
266 MEAR ISHARES U S ETF TR 55,112.0 $2.8M 0.05% -16K -22.7% $50.28 -0.1%
267 INTC INTEL CORP Technology 57,447.0 $2.8M 0.05% +4K +7.3% $48.03 +142.2%
268 SPSM SPDR SERIES TRUST 56,364.0 $2.7M 0.05% -3K -5.1% $48.64 +8.1%
269 APH AMPHENOL CORP Technology 21,303.0 $2.7M 0.05% +6K +40.9% $127.70 -5.0%
270 IWB ISHARES TR 7,506.0 $2.7M 0.05% +1K +16.6% $359.36 +12.2%
271 J P MORGAN EXCHANGE TRADED F 53,418.0 $2.7M 0.05% -21K -27.9% $50.44
272 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,422.0 $2.7M 0.05% +592.0 +12.3% $494.53 -9.8%
273 RDVY FIRST TR EXCHANGE TRADED FD 38,445.0 $2.6M 0.04% -17K -30.8% $68.85 +8.0%
274 BYLD ISHARES TR 116,175.0 $2.6M 0.04% NEW $22.58 -0.9%
275 SPHY SPDR SERIES TRUST 112,804.0 $2.6M 0.04% +14K +13.7% $23.24 +0.5%
276 GPIQ GOLDMAN SACHS ETF TR 52,720.0 $2.6M 0.04% -765.0 -1.4% $49.59 +15.8%
277 GCOW PACER FDS TR 56,610.0 $2.6M 0.04% -2K -2.7% $46.11 +1.1%
278 JMST J P MORGAN EXCHANGE TRADED F 51,244.0 $2.6M 0.04% -8K -12.9% $50.91 -0.1%
279 T AT&T INC Communication Services 91,934.0 $2.6M 0.04% +3K +3.3% $28.31 -11.8%
280 ILCB ISHARES TR 28,645.0 $2.6M 0.04% -192.0 -0.7% $90.53 +12.5%
Page 14 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%