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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 24 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FIRST TR EXCH TRADED FD III 11,832.0 $835K 0.01% $70.61
462 LMUB ISHARES TR 16,643.0 $835K 0.01% NEW $50.16 -0.4%
463 DFIV DIMENSIONAL ETF TRUST 15,641.0 $834K 0.01% $53.33 +4.4%
464 LIN LINDE PLC Basic Materials 1,673.0 $826K 0.01% +564.0 +50.9% $493.98 +2.4%
465 AON AON PLC Financial Services 2,550.0 $820K 0.01% NEW $321.39 +0.7%
466 MCK MCKESSON CORP Healthcare 929.0 $811K 0.01% +86.0 +10.2% $872.76 -12.7%
467 SCHW SCHWAB CHARLES CORP Financial Services 8,752.0 $808K 0.01% +106.0 +1.2% $92.36 -0.6%
468 QLD PROSHARES TR 12,934.0 $808K 0.01% -982.0 -7.1% $62.49 +47.3%
469 VNLA JANUS DETROIT STR TR 16,537.0 $808K 0.01% -7K -28.5% $48.85 +0.3%
470 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,988.0 $803K 0.01% +302.0 +8.2% $201.33 +9.6%
471 VGT VANGUARD WORLD FD 1,128.0 $797K 0.01% -211.0 -15.8% $706.57 -83.9%
472 WCN WASTE CONNECTIONS INC Industrials 4,862.0 $792K 0.01% +3K +195.6% $162.84 -3.4%
473 GLOF ISHARES TR 15,010.0 $791K 0.01% -2K -11.8% $52.72 +10.4%
474 SDVY FIRST TR EXCHANGE TRADED FD 19,868.0 $790K 0.01% -3K -14.1% $39.75 +3.8%
475 ES EVERSOURCE ENERGY Utilities 11,275.0 $785K 0.01% +404.0 +3.7% $69.65 -1.2%
476 NULV NUSHARES ETF TR 17,054.0 $782K 0.01% -4K -18.8% $45.85 +9.5%
477 HPQ HP INC Technology 40,765.0 $772K 0.01% $18.95 +10.7%
478 WM WASTE MGMT INC DEL Industrials 3,336.0 $771K 0.01% +519.0 +18.4% $231.00 -3.7%
479 FUTY FIDELITY COVINGTON TRUST 12,981.0 $771K 0.01% -5K -26.4% $59.36 -3.0%
480 NOC NORTHROP GRUMMAN CORP Industrials 1,094.0 $762K 0.01% -179.0 -14.1% $696.83 -20.2%
Page 24 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%