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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 38 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,809.0 $451K 0.01% +24.0 +0.9% $160.43 +10.8%
742 PRU PRUDENTIAL FINL INC Financial Services 4,172.0 $450K 0.01% +257.0 +6.6% $107.94 +11.4%
743 HYDB ISHARES TR 9,620.0 $450K 0.01% NEW $46.77 -0.2%
744 QRVO QORVO INC Technology 4,822.0 $450K 0.01% $93.27 +2.0%
745 SYF SYNCHRONY FINANCIAL Financial Services 5,906.0 $449K 0.01% NEW $76.05 +4.9%
746 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,529.0 $449K 0.01% +48.0 +3.2% $293.37 +4.5%
747 SLDE SLIDE INS HLDGS INC Financial Services 22,871.0 $443K 0.01% NEW $19.37 +20.5%
748 BSJV INVESCO EXCH TRD SLF IDX FD 16,867.0 $443K 0.01% $26.25 -1.0%
749 YPF YPF SOCIEDAD ANONIMA Energy 9,689.0 $441K 0.01% +110.0 +1.1% $45.47 +10.5%
750 MKSI MKS INC. Technology 987.0 $439K 0.01% +26.0 +2.7% $445.04 -39.0%
751 FORTINET INC 2,838.0 $436K 0.01% NEW $153.62
752 MTD METTLER TOLEDO INTERNATIONAL Healthcare 341.0 $436K 0.01% +36.0 +11.8% $1277.51 +9.4%
753 DON WISDOMTREE TR 7,697.0 $435K 0.01% +51.0 +0.7% $56.52 +3.0%
754 TUSB THRIVENT ETF TRUST 8,580.0 $432K 0.01% -995.0 -10.4% $50.34 +0.5%
755 FLQL FRANKLIN TEMPLETON ETF TR 5,518.0 $432K 0.01% $78.28 +0.5%
756 SIRI SIRIUSXM HOLDINGS INC Communication Services 14,554.0 $430K 0.01% NEW $29.54 -3.5%
757 PDP INVESCO EXCHANGE TRADED FD T 2,831.0 $430K 0.01% $151.73 -9.9%
758 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,472.0 $428K 0.01% +75.0 +5.4% $290.77 -9.6%
759 DOC HEALTHPEAK PROPERTIES INC Real Estate 19,964.0 $427K 0.01% $21.40 +0.7%
760 ICLN ISHARES TR 20,808.0 $426K 0.01% +8K +59.0% $20.49 -13.7%
Page 38 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%