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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 3 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OUNZ VANECK MERK GOLD ETF Financial Services 1,037,290.0 $40.0M 0.48% +494K +90.8% $38.59 +14.9%
42 IWF ISHARES TR 321,665.0 $39.9M 0.48% +314K +4216.5% $124.17 -1.6%
43 GOOG ALPHABET INC 110,883.0 $39.2M 0.47% +18K +18.9% $353.33
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 80,462.0 $38.4M 0.46% -19K -18.8% $477.57 -12.9%
45 IUSB ISHARES TR 831,929.0 $38.4M 0.46% +281K +51.1% $46.15 -1.2%
46 JIRE J P MORGAN EXCHANGE TRADED F 463,659.0 $38.2M 0.46% -5K -1.1% $82.49 +3.6%
47 XCEM COLUMBIA ETF TR II 698,040.0 $36.9M 0.44% NEW $52.88 -4.0%
48 VTV VANGUARD INDEX FDS 166,666.0 $36.3M 0.43% $217.93 +3.8%
49 PPA INVESCO EXCHANGE TRADED FD T 196,588.0 $34.7M 0.41% +71K +56.5% $176.65 -3.1%
50 FTSL FIRST TR EXCHANGE-TRADED FD 767,322.0 $34.3M 0.41% NEW $44.75 +0.1%
51 BINC BLACKROCK ETF TRUST II 655,822.0 $34.3M 0.41% +448K +216.1% $52.34 -0.5%
52 XLF SELECT SECTOR SPDR TR 636,457.0 $34.1M 0.41% +616K +2998.9% $53.61 +8.2%
53 DGRW WISDOMTREE TR 342,329.0 $32.7M 0.39% +20K +6.3% $95.62 +3.9%
54 VEA VANGUARD TAX-MANAGED FDS 428,798.0 $30.6M 0.36% +3K +0.8% $71.25 +3.2%
55 XLE SELECT SECTOR SPDR TR 574,550.0 $30.5M 0.36% -18K -3.1% $53.11 +17.6%
56 IEF ISHARES TR 322,359.0 $30.5M 0.36% +130K +67.6% $94.57 -1.4%
57 SCHZ SCHWAB STRATEGIC TR 1,300,211.0 $30.1M 0.36% +80K +6.6% $23.13 -1.2%
58 KORP AMERICAN CENTY ETF TR 639,520.0 $30.0M 0.36% NEW $46.85 -1.8%
59 FEX FIRST TR EXCHANGE-TRADED ALP 212,851.0 $29.8M 0.35% +211K +10000.0% $139.87 -0.5%
60 STIP ISHARES TR 290,562.0 $29.7M 0.35% -61K -17.4% $102.16 -1.2%
Page 3 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%