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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 18 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FTEC FIDELITY COVINGTON TRUST 7,277.0 $1.5M 0.03% -946.0 -11.5% $210.71 +28.4%
342 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 19,606.0 $1.5M 0.03% -8K -27.7% $77.52 +7.4%
343 XEL XCEL ENERGY INC Utilities 18,845.0 $1.5M 0.03% +3K +22.2% $79.71 +0.2%
344 MO ALTRIA GROUP INC Consumer Defensive 22,873.0 $1.5M 0.03% -2K -8.9% $65.48 +12.8%
345 GILD GILEAD SCIENCES INC Healthcare 10,592.0 $1.5M 0.03% +1K +12.4% $140.30 -7.2%
346 XLG INVESCO EXCHANGE TRADED FD T 26,851.0 $1.5M 0.03% NEW $54.93 +15.4%
347 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,284.0 $1.5M 0.03% -97.0 -0.6% $90.08 +14.1%
348 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 124,369.0 $1.5M 0.03% -14K -10.2% $11.75 -1.8%
349 NVS NOVARTIS AG Healthcare 9,378.0 $1.5M 0.03% -663.0 -6.6% $155.07 -2.8%
350 IYW ISHARES TR 7,844.0 $1.4M 0.03% -1K -12.2% $184.41 +28.9%
351 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,970.0 $1.4M 0.03% -306.0 -3.7% $180.38 -2.1%
352 CB CHUBB LTD SWITZ Financial Services 4,385.0 $1.4M 0.03% +2K +57.2% $327.18 +0.3%
353 CMI CUMMINS INC Industrials 2,601.0 $1.4M 0.02% +106.0 +4.2% $550.05 +21.5%
354 IBIT ISHARES BITCOIN TRUST ETF Financial Services 36,728.0 $1.4M 0.02% +13K +54.5% $38.64 +13.3%
355 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,795.0 $1.4M 0.02% +2K +11.9% $61.73 -5.5%
356 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 59,170.0 $1.4M 0.02% -3K -5.3% $23.74 +8.6%
357 TT TRANE TECHNOLOGIES PLC Industrials 3,242.0 $1.4M 0.02% +49.0 +1.5% $428.18 +6.4%
358 BP BP PLC Energy 29,982.0 $1.4M 0.02% -3K -9.7% $46.17 -1.9%
359 PAYX PAYCHEX INC Industrials 15,126.0 $1.4M 0.02% +844.0 +5.9% $90.91 +3.7%
360 UNH UNITEDHEALTH GROUP INC Healthcare 4,976.0 $1.4M 0.02% -257.0 -4.9% $273.97 +40.1%
Page 18 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%