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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 22 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLF SELECT SECTOR SPDR TR 20,538.0 $1.0M 0.02% -22K -52.2% $49.44 +4.5%
422 ENB ENBRIDGE INC Energy 18,851.0 $1.0M 0.02% +1K +6.6% $53.65 +5.9%
423 WEC WEC ENERGY GROUP INC Utilities 8,646.0 $1.0M 0.02% +606.0 +7.5% $116.16 -4.0%
424 O REALTY INCOME CORP Real Estate 16,203.0 $1.0M 0.02% -4K -18.3% $61.88 +0.3%
425 VIV TELEFONICA BRASIL SA Communication Services 61,536.0 $996K 0.02% -2K -2.4% $16.18 -15.1%
426 CRM SALESFORCE INC Technology 5,331.0 $993K 0.02% +2K +83.4% $186.21 -3.6%
427 LNG CHENIERE ENERGY INC Energy 3,577.0 $987K 0.02% +1K +68.0% $275.90 -10.6%
428 ACWI ISHARES TR 7,042.0 $984K 0.02% -866.0 -10.9% $139.68 +11.0%
429 WPC WP CAREY INC Real Estate 13,991.0 $971K 0.02% +426.0 +3.1% $69.39 +7.4%
430 IBMO ISHARES TR 37,854.0 $969K 0.02% +5K +16.8% $25.61 +0.1%
431 PNC PNC FINL SVCS GROUP INC Financial Services 4,560.0 $954K 0.02% +1K +30.9% $209.24 +1.9%
432 CANADIAN PACIFIC KANSAS CITY 12,170.0 $950K 0.02% +142.0 +1.2% $78.02
433 VTES VANGUARD WELLINGTON FD 9,366.0 $947K 0.02% -8K -46.4% $101.08 -0.3%
434 UPS UNITED PARCEL SVCS INC Industrials 9,592.0 $939K 0.02% +335.0 +3.6% $97.90 -1.1%
435 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,884.0 $927K 0.02% +45.0 +0.7% $134.64 +0.3%
436 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 94,910.0 $920K 0.02% NEW $9.69 +0.7%
437 IGSB ISHARES TR 17,506.0 $917K 0.02% +2K +15.8% $52.41 -0.2%
438 PAGP PLAINS GP HLDGS L P Energy 38,649.0 $917K 0.02% -769.0 -1.9% $23.72 +6.8%
439 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 28,323.0 $890K 0.01% -2K -6.6% $31.43 +8.8%
440 ISRG INTUITIVE SURGICAL INC Healthcare 1,915.0 $889K 0.01% +779.0 +68.6% $464.45 -4.9%
Page 22 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%