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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 34 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DG DOLLAR GEN CORP Consumer Defensive 3,087.0 $362K 0.01% +1K +68.8% $117.15 -10.3%
662 PHM PULTE GROUP INC Consumer Cyclical 3,083.0 $361K 0.01% -108.0 -3.4% $117.17 -0.8%
663 BSJQ INVESCO EXCH TRD SLF IDX FD 15,510.0 $359K 0.01% $23.18 -0.3%
664 AGX ARGAN INC Industrials 628.0 $359K 0.01% -14.0 -2.2% $571.39 +12.8%
665 HCA HCA HEALTHCARE INC Healthcare 749.0 $356K 0.01% +114.0 +17.9% $474.96 -17.3%
666 FXZ FIRST TR EXCHANGE-TRADED FD 4,569.0 $354K 0.01% -667.0 -12.7% $77.45 +2.1%
667 SNA SNAP ON INC Industrials 964.0 $354K 0.01% -79.0 -7.6% $367.07 -1.9%
668 PH PARKER-HANNIFIN CORP Industrials 382.0 $352K 0.01% +71.0 +22.8% $921.53 -6.7%
669 PDP INVESCO EXCHANGE TRADED FD T 2,831.0 $349K 0.01% $123.29 +13.0%
670 DOW DOW HLDGS INC Basic Materials 8,488.0 $345K 0.01% -4K -32.8% $40.69 -11.7%
671 RPG INVESCO EXCHANGE TRADED FD T 7,189.0 $344K 0.01% $47.84 +20.5%
672 APA APA CORPORATION Energy 8,302.0 $343K 0.01% NEW $41.35 -7.3%
673 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 30,936.0 $343K 0.01% +20K +175.7% $11.08 +0.2%
674 NTR NUTRIEN LTD Basic Materials 4,590.0 $342K 0.01% -359.0 -7.2% $74.57 -5.8%
675 JCI JOHNSON CONTROLS INTERNATION Industrials 2,501.0 $337K 0.01% -679.0 -21.4% $134.71 +0.6%
676 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 7,455.0 $335K 0.01% +2K +29.1% $44.92 +10.8%
677 DWLD DAVIS FUNDAMENTAL ETF TR 7,600.0 $335K 0.01% -1K -15.9% $44.04 +7.9%
678 FTCS FIRST TR EXCHANGE-TRADED FD 3,608.0 $335K 0.01% -664.0 -15.5% $92.72 +1.1%
679 FIS FIDELITY NATL INFORMATION SV Technology 7,372.0 $333K 0.01% +1K +20.3% $45.17 -3.4%
680 BMO BANK MONTREAL MEDIUM Financial Services 2,430.0 $333K 0.01% +682.0 +39.0% $137.01 +16.6%
Page 34 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%