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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 15 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGMU CAPITAL GRP FIXED INCM ETF T 94,875.0 $2.6M 0.04% -36K -27.3% $27.20 -0.2%
282 FYLD CAMBRIA ETF TR 68,808.0 $2.6M 0.04% -8K -10.2% $37.22 +4.4%
283 ETN EATON CORP PLC Industrials 6,918.0 $2.5M 0.04% +1K +25.3% $365.53 +4.1%
284 JPME J P MORGAN EXCHANGE TRADED F 21,930.0 $2.5M 0.04% NEW $115.06 +4.0%
285 SOXX ISHARES TR 7,352.0 $2.5M 0.04% -145.0 -1.9% $338.53 +52.2%
286 FEBW AIM ETF PRODUCTS TRUST 73,044.0 $2.5M 0.04% -834.0 -1.1% $33.65 +4.8%
287 PRFZ INVESCO EXCHANGE TRADED FD T 53,047.0 $2.5M 0.04% $46.19 +8.5%
288 DSI ISHARES TR 19,617.0 $2.4M 0.04% -713.0 -3.5% $122.15 +15.1%
289 VOTE TCW ETF TRUST 31,115.0 $2.4M 0.04% +3K +9.7% $76.97 +12.9%
290 TLT ISHARES TR 27,486.0 $2.4M 0.04% -4K -11.9% $86.26 -2.8%
291 DE DEERE & CO Industrials 4,086.0 $2.3M 0.04% +384.0 +10.4% $570.77 -1.0%
292 AMD ADVANCED MICRO DEVICES INC Technology 11,047.0 $2.3M 0.04% +4K +51.9% $210.21 +111.5%
293 USB US BANCORP Financial Services 43,143.0 $2.3M 0.04% +6K +16.5% $52.75 +3.1%
294 LECO LINCOLN ELEC HLDGS INC Industrials 8,902.0 $2.2M 0.04% -111.0 -1.2% $249.76 +3.5%
295 BR BROADRIDGE FINL SOLUTIONS IN Technology 13,843.0 $2.2M 0.04% -299.0 -2.1% $159.98 -6.6%
296 SPMD SPDR SERIES TRUST 36,892.0 $2.2M 0.04% -9K -20.4% $59.69 +6.6%
297 LMT LOCKHEED MARTIN CORP Industrials 3,565.0 $2.2M 0.04% +93.0 +2.7% $617.62 -16.1%
298 DTE DTE ENERGY CO Utilities 14,800.0 $2.2M 0.04% +2K +11.9% $147.12 -2.8%
299 SO SOUTHERN CO Utilities 22,409.0 $2.2M 0.04% +1K +4.7% $96.94 -3.2%
300 AZO AUTOZONE INC Consumer Cyclical 632.0 $2.2M 0.04% $3426.47 -0.4%
Page 15 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%