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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 39 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 MPT MEDICAL PROPERTIES TRUST INC Financial Services 56,480.0 $262K 0.00% +13K +31.1% $4.64 +7.8%
762 GBF ISHARES TR 2,521.0 $262K 0.00% -648.0 -20.4% $103.82 -1.2%
763 SRE SEMPRA Utilities 2,667.0 $260K 0.00% NEW $97.41 -6.3%
764 KRG KITE REALTY GROUP TRUST Real Estate 10,614.0 $259K 0.00% +206.0 +2.0% $24.41 +7.2%
765 NOBL PROSHARES TR 2,441.0 $259K 0.00% $105.99 +0.6%
766 IDCC INTERDIGITAL INC Technology 842.0 $258K 0.00% NEW $306.46 -13.6%
767 BWA BORGWARNER INC Consumer Cyclical 4,718.0 $257K 0.00% NEW $54.57 +15.4%
768 WDC WESTERN DIGITAL CORP Technology 864.0 $257K 0.00% -571.0 -39.8% $297.73 +53.1%
769 Q QNITY ELECTRONICS INC Technology 2,163.0 $256K 0.00% NEW $118.55 +22.5%
770 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 21,185.0 $254K 0.00% $11.98 +3.6%
771 DGS WISDOMTREE TR 4,180.0 $252K 0.00% $60.23 +5.9%
772 CRWD CROWDSTRIKE HLDGS INC Technology 632.0 $249K 0.00% +73.0 +13.1% $393.47 +56.8%
773 VIS VANGUARD WORLD FD 778.0 $247K 0.00% -238.0 -23.4% $317.36 +5.1%
774 EXP EAGLE MATLS INC Basic Materials 1,290.0 $246K 0.00% NEW $191.00 +4.6%
775 PPL PPL CORP Utilities 6,418.0 $246K 0.00% NEW $38.37 -8.1%
776 SPYD SPDR SERIES TRUST 5,380.0 $244K 0.00% -185.0 -3.3% $45.35 +3.8%
777 MTZ MASTEC INC Industrials 728.0 $243K 0.00% NEW $333.79 +15.3%
778 VGLT VANGUARD SCOTTSDALE FDS 4,403.0 $243K 0.00% NEW $55.10 -2.5%
779 XLB SELECT SECTOR SPDR TR 4,802.0 $242K 0.00% $50.46 -1.5%
780 YUM YUM BRANDS INC Consumer Cyclical 1,562.0 $240K 0.00% +199.0 +14.6% $153.79 -1.0%
Page 39 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%