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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 27 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MPC MARATHON PETE CORP Energy 2,725.0 $649K 0.01% +75.0 +2.8% $238.17 +4.3%
522 FENI FIDELITY COVINGTON TRUST 16,715.0 $634K 0.01% +4K +32.2% $37.92 +5.6%
523 TIGO MILLICOM INTL CELLULAR S A Communication Services 8,216.0 $632K 0.01% NEW $76.89 +9.4%
524 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,412.0 $632K 0.01% +132.0 +10.3% $447.26 -3.8%
525 MSFT PUT MICROSOFT CORP Technology 1,700.0 $628K 0.01% NEW $369.37 +13.5%
526 ADSK AUTODESK INC Technology 2,636.0 $627K 0.01% +418.0 +18.9% $237.87 +1.0%
527 FAST FASTENAL CO Industrials 13,436.0 $627K 0.01% +1K +11.8% $46.63 -6.7%
528 CI THE CIGNA GROUP Healthcare 2,328.0 $622K 0.01% -810.0 -25.8% $267.26 +5.5%
529 VGUS VANGUARD INSTL INDEX FD 8,220.0 $620K 0.01% +3K +70.9% $75.45 +0.2%
530 AVK ADVENT CONV & INCOME FD Financial Services 54,235.0 $617K 0.01% -8K -12.3% $11.37 +11.2%
531 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,052.0 $612K 0.01% -278.0 -11.9% $298.44 +30.6%
532 AVDV AMERICAN CENTY ETF TR 6,019.0 $612K 0.01% -3K -30.3% $101.73 +6.5%
533 URTH ISHARES INC 3,359.0 $611K 0.01% NEW $181.81 +11.1%
534 ITA ISHARES TR 2,710.0 $606K 0.01% -10K -79.1% $223.68 -0.2%
535 ARKB ARK 21SHARES BITCOIN ETF Financial Services 26,615.0 $602K 0.01% -396.0 -1.5% $22.62 +13.9%
536 CW CURTISS WRIGHT CORP Industrials 863.0 $602K 0.01% +10.0 +1.2% $697.04 +4.3%
537 COF CAPITAL ONE FINL CORP Financial Services 3,223.0 $595K 0.01% -4K -55.2% $184.47 +1.2%
538 RY ROYAL BK CDA Financial Services 3,594.0 $587K 0.01% +220.0 +6.5% $163.42 +14.6%
539 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,383.0 $585K 0.01% -153.0 -10.0% $423.16 +77.5%
540 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,986.0 $583K 0.01% -239.0 -2.1% $53.05 +13.6%
Page 27 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%