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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 37 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SNPS SYNOPSYS INC Technology 743.0 $295K 0.01% +5.0 +0.7% $396.74 +24.5%
722 ESLT ELBIT SYS LTD Industrials 327.0 $293K 0.01% NEW $896.53 -14.0%
723 IMCG ISHARES TR 3,668.0 $293K 0.01% +62.0 +1.7% $79.75 +12.2%
724 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,800.0 $292K 0.01% $17.39 +13.5%
725 INFY INFOSYS LTD Technology 21,829.0 $290K 0.01% +5K +33.3% $13.30 -4.4%
726 CRUX COLUMBIA ETF TR I 9,655.0 $290K 0.01% NEW $30.00 -1.1%
727 DLB DOLBY LABORATORIES INC Technology 4,748.0 $288K 0.01% NEW $60.72 -12.1%
728 PARNASSUS INCOME FDS 11,384.0 $288K 0.01% NEW $25.29
729 MRVL MARVELL TECHNOLOGY INC Technology 2,696.0 $288K 0.01% NEW $106.73 +65.2%
730 THC TENET HEALTHCARE CORP Healthcare 1,506.0 $287K 0.01% NEW $190.27 +0.6%
731 BDX BECTON DICKINSON & CO Healthcare 1,824.0 $285K 0.01% -191.0 -9.5% $156.31 -6.0%
732 NGG NATIONAL GRID PLC Utilities 3,281.0 $285K 0.01% NEW $86.85 -3.1%
733 EQIX EQUINIX INC Real Estate 285.0 $284K 0.01% +24.0 +9.2% $997.46 +5.1%
734 VICI VICI PPTYS INC Real Estate 10,330.0 $284K 0.01% NEW $27.46 +3.3%
735 VFH VANGUARD WORLD FD 2,342.0 $283K 0.01% -280.0 -10.7% $120.86 +4.9%
736 TROW PRICE T ROWE GROUP INC Financial Services 3,147.0 $283K 0.01% -840.0 -21.1% $89.88 +13.2%
737 BIIB BIOGEN INC Healthcare 1,529.0 $281K 0.01% $183.78 +2.2%
738 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,426.0 $279K 0.01% +1K +10.8% $24.44 +0.2%
739 NVO NOVO-NORDISK A S Healthcare 7,636.0 $279K 0.01% -436.0 -5.4% $36.48 +21.4%
740 DFAX DIMENSIONAL ETF TRUST 8,082.0 $278K 0.01% $34.42 +7.3%
Page 37 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%