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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 17 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TIP ISHARES TR 16,338.0 $1.8M 0.03% -12K -42.1% $110.36 -0.0%
322 NUSC NUSHARES ETF TR 39,385.0 $1.8M 0.03% -6K -13.0% $45.44 +6.2%
323 CGGO CAPITAL GROUP GBL GROWTH EQT 52,199.0 $1.8M 0.03% $33.97 +14.8%
324 OXY OCCIDENTAL PETE CORP Energy 28,374.0 $1.8M 0.03% +651.0 +2.4% $62.23 -4.5%
325 QCOM QUALCOMM INC Technology 13,704.0 $1.7M 0.03% $127.28 +58.8%
326 FNDF SCHWAB STRATEGIC TR 34,772.0 $1.7M 0.03% -2K -4.4% $49.48 +7.3%
327 AVGE AMERICAN CENTY ETF TR 19,332.0 $1.7M 0.03% -2K -7.5% $88.60 +9.4%
328 VO VANGUARD INDEX FDS 5,882.0 $1.7M 0.03% -110.0 -1.8% $288.98 -73.4%
329 FNDX SCHWAB STRATEGIC TR 60,409.0 $1.7M 0.03% $27.91 +9.1%
330 MS MORGAN STANLEY Financial Services 9,882.0 $1.6M 0.03% +7K +221.9% $166.17 +18.8%
331 IWV ISHARES TR 4,385.0 $1.6M 0.03% +2K +91.2% $373.23 +12.1%
332 UBER UBER TECHNOLOGIES INC Technology 22,592.0 $1.6M 0.03% -307.0 -1.3% $71.71 +4.3%
333 FNDE SCHWAB STRATEGIC TR 42,397.0 $1.6M 0.03% -3K -7.3% $38.14 +5.8%
334 CEG CONSTELLATION ENERGY CORP Utilities 5,730.0 $1.6M 0.03% +47.0 +0.8% $279.45 +0.3%
335 PULS PGIM ETF TR 32,302.0 $1.6M 0.03% +789.0 +2.5% $49.52 +0.3%
336 MDT MEDTRONIC PLC Healthcare 18,514.0 $1.6M 0.03% -5K -20.6% $86.06 -9.8%
337 WFC WELLS FARGO & CO Financial Services 19,462.0 $1.6M 0.03% +2K +14.5% $80.57 -6.0%
338 AVSU AMERICAN CENTY ETF TR 21,006.0 $1.6M 0.03% +17K +373.9% $74.65 +13.2%
339 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,941.0 $1.6M 0.03% +449.0 +2.7% $92.10 +0.5%
340 IWN ISHARES TR 8,119.0 $1.5M 0.03% -2K -16.2% $190.76 +9.1%
Page 17 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%