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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $8.4B AUM 3,022 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 270 New 527 Added 237 Reduced 38 Exited
Page 21 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FNDX SCHWAB STRATEGIC TR 59,097.0 $1.8M 0.02% -1K -2.2% $31.10 +4.8%
402 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,913.0 $1.8M 0.02% +2K +58.3% $370.56 -3.2%
403 HUT 8 CORP 15,752.0 $1.8M 0.02% $115.44
404 GILD GILEAD SCIENCES INC Healthcare 14,380.0 $1.8M 0.02% +4K +35.8% $126.33 +17.2%
405 BUL PACER FDS TR 30,766.0 $1.8M 0.02% -39K -55.7% $58.96 +11.0%
406 FNDF SCHWAB STRATEGIC TR 33,926.0 $1.8M 0.02% -846.0 -2.4% $52.76 +5.5%
407 MMM 3M CO Industrials 11,003.0 $1.8M 0.02% +2K +21.0% $161.91 +11.2%
408 BMY BRISTOL-MYERS SQUIBB CO Healthcare 30,395.0 $1.8M 0.02% +8K +33.3% $57.62 +17.3%
409 SYK STRYKER CORPORATION Healthcare 5,503.0 $1.7M 0.02% +1K +35.8% $314.90 +4.7%
410 CEG CONSTELLATION ENERGY CORP Utilities 6,931.0 $1.7M 0.02% +1K +21.0% $248.37 +12.5%
411 SBUX STARBUCKS CORP Consumer Cyclical 16,819.0 $1.7M 0.02% +2K +16.8% $102.19 +6.2%
412 TT TRANE TECHNOLOGIES PLC Industrials 3,489.0 $1.7M 0.02% +247.0 +7.6% $491.19 -5.7%
413 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,883.0 $1.7M 0.02% -401.0 -2.5% $107.78 +4.1%
414 NUSC NUSHARES ETF TR 32,766.0 $1.7M 0.02% -7K -16.8% $52.12 -0.1%
415 FNDE SCHWAB STRATEGIC TR 42,982.0 $1.7M 0.02% +585.0 +1.4% $39.68 +5.6%
416 SCHV SCHWAB STRATEGIC TR 48,925.0 $1.7M 0.02% +10K +26.6% $34.81 +0.4%
417 SGOV ISHARES TR 16,888.0 $1.7M 0.02% -13K -43.9% $100.67 -0.0%
418 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,291.0 $1.7M 0.02% -679.0 -8.5% $233.10 +1.9%
419 AZN ASTRAZENECA PLC Healthcare 8,922.0 $1.7M 0.02% +7K +338.2% $189.62 -12.3%
420 PWR QUANTA SVCS INC Industrials 2,349.0 $1.7M 0.02% +1K +94.9% $720.07 -14.4%
Page 21 of 56  ·  1,109 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 33.2%
Financial Services 30.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Industrials 5.4%
Communication Services 5.1%
Consumer Defensive 4.6%
Energy 3.7%
Utilities 3.2%
Real Estate 1.6%