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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 26 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LNG CHENIERE ENERGY INC Energy 4,574.0 $1.1M 0.01% +997.0 +27.9% $239.02 +18.9%
502 IGSB ISHARES TR 20,743.0 $1.1M 0.01% +3K +18.5% $52.41 -0.4%
503 ARCC ARES CAPITAL CORP Financial Services 58,354.0 $1.1M 0.01% -5K -8.0% $18.53 +7.4%
504 FDX FEDEX CORP Industrials 3,422.0 $1.1M 0.01% +968.0 +39.5% $313.16 +7.3%
505 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,050.0 $1.1M 0.01% +121.0 +4.1% $350.07 -8.1%
506 NTAP NETAPP INC Technology 6,884.0 $1.1M 0.01% +3K +78.7% $154.77 +25.3%
507 XLRE SELECT SECTOR SPDR TR 24,189.0 $1.1M 0.01% -3K -12.5% $44.03 +2.4%
508 EIPX FIRST TR EXCHANGE-TRADED FD 34,023.0 $1.1M 0.01% -595.0 -1.7% $31.30 +6.5%
509 WEC WEC ENERGY GROUP INC Utilities 9,104.0 $1.1M 0.01% +458.0 +5.3% $116.76 -7.9%
510 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 90,464.0 $1.1M 0.01% -13K -12.6% $11.74 -4.2%
511 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,991.0 $1.1M 0.01% +1K +16.1% $132.51 +5.5%
512 AXON AXON ENTERPRISE INC Industrials 1,868.0 $1.0M 0.01% +127.0 +7.3% $560.61 +8.4%
513 WCN WASTE CONNECTIONS INC Industrials 6,275.0 $1.0M 0.01% +1K +29.1% $166.68 +0.3%
514 WSO WATSCO INC Industrials 2,505.0 $1.0M 0.01% +2K +151.2% $416.64 -24.5%
515 O REALTY INCOME CORP Real Estate 16,821.0 $1.0M 0.01% +618.0 +3.8% $61.96 +0.5%
516 ARGX ARGENX SE Healthcare 1,121.0 $1.0M 0.01% NEW $927.77 +12.9%
517 BNL BROADSTONE NET LEASE INC Real Estate 50,110.0 $1.0M 0.01% +3K +7.0% $20.67 +3.1%
518 XME SPDR SERIES TRUST 9,673.0 $1.0M 0.01% +405.0 +4.4% $106.93 +12.5%
519 FLKR FRANKLIN TEMPLETON ETF TR 15,637.0 $1.0M 0.01% NEW $66.08 -10.4%
520 INNOVATOR ETFS TRUST 45,672.0 $1.0M 0.01% +5K +12.1% $22.51
Page 26 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%