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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 36 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 STT STATE STR CORP Financial Services 3,115.0 $528K 0.01% NEW $169.58 +14.2%
702 FTRI FIRST TR EXCHANGE-TRADED FD 33,128.0 $526K 0.01% -5K -12.5% $15.87 +17.7%
703 ISHARES TR 26,874.0 $525K 0.01% NEW $19.54
704 CMCSA COMCAST CORP NEW Communication Services 21,379.0 $525K 0.01% +2K +11.4% $24.55 +10.8%
705 ISHARES TR 24,234.0 $525K 0.01% NEW $21.65
706 KR KROGER CO Consumer Defensive 9,392.0 $522K 0.01% $55.53 +5.4%
707 AMT AMERICAN TOWER CORP Real Estate 3,187.0 $521K 0.01% +511.0 +19.1% $163.60 +7.4%
708 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,917.0 $520K 0.01% +3K +2393.2% $178.25 +17.2%
709 MTB M & T BK CORP Financial Services 2,177.0 $518K 0.01% -3K -56.5% $238.05 +1.5%
710 FENI FIDELITY COVINGTON TRUST 12,845.0 $515K 0.01% -4K -23.1% $40.13 +3.8%
711 BEPC BROOKFIELD RENEWABLE CORP Utilities 13,875.0 $515K 0.01% $37.12 -11.0%
712 DFSE DIMENSIONAL ETF TRUST 10,534.0 $515K 0.01% +3K +38.9% $48.88 +0.3%
713 BMO BANK MONTREAL MEDIUM Financial Services 2,911.0 $514K 0.01% +481.0 +19.8% $176.71 -2.2%
714 HSBC HSBC HLDGS PLC Financial Services 5,372.0 $511K 0.01% -117.0 -2.1% $95.09 +9.0%
715 JPEF J P MORGAN EXCHANGE TRADED F 6,302.0 $506K 0.01% -1K -13.8% $80.33 +0.9%
716 TSN TYSON FOODS INC Consumer Defensive 8,819.0 $505K 0.01% +161.0 +1.9% $57.25 -1.2%
717 ARKB ARK 21SHARES BITCOIN ETF Financial Services 25,910.0 $504K 0.01% -705.0 -2.6% $19.46 +33.8%
718 SHOP SHOPIFY INC Technology 4,395.0 $502K 0.01% +535.0 +13.9% $114.18 +31.6%
719 BN BROOKFIELD CORP Financial Services 11,758.0 $501K 0.01% +553.0 +4.9% $42.59 -2.2%
720 PCAR PACCAR INC Industrials 4,163.0 $500K 0.01% NEW $120.12 +7.6%
Page 36 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%