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Portfolio (Quarterly) Guide ↗

Modern Wealth Management, LLC

· CIK 0002001900
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 842 New
Page 4 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 290,563.0 $23.6M 0.43% NEW $81.17 +5.4%
62 OUNZ VANECK MERK GOLD ETF Financial Services 568,549.0 $23.6M 0.43% NEW $41.48 +5.4%
63 HFSI HARTFORD FDS EXCHANGE TRADED 630,483.0 $22.4M 0.41% NEW $35.48 -1.2%
64 SPYG SPDR SERIES TRUST 200,954.0 $21.4M 0.39% NEW $106.70 +10.6%
65 TLH ISHARES TR 210,845.0 $21.4M 0.39% NEW $101.67 -3.5%
66 NEE NEXTERA ENERGY INC Utilities 263,265.0 $21.1M 0.39% NEW $80.28 +12.2%
67 ITOT ISHARES TR 142,008.0 $21.1M 0.39% NEW $148.69 +8.8%
68 PID INVESCO EXCHANGE TRADED FD T 946,146.0 $20.8M 0.38% NEW $22.00 +4.9%
69 ISHARES TR 390,739.0 $20.6M 0.38% NEW $52.70
70 IAGG ISHARES TR 409,615.0 $20.5M 0.37% NEW $50.01 -0.1%
71 EMLP FIRST TR EXCHANGE-TRADED FD 534,308.0 $20.2M 0.37% NEW $37.87 +16.5%
72 IDEV ISHARES TR 243,185.0 $20.1M 0.37% NEW $82.48 +8.3%
73 AVUV AMERICAN CENTY ETF TR 194,539.0 $19.8M 0.36% NEW $101.98 +16.9%
74 VGIT VANGUARD SCOTTSDALE FDS 321,316.0 $19.3M 0.35% NEW $59.93 -2.0%
75 CVX CHEVRON CORP NEW Energy 125,952.0 $19.2M 0.35% NEW $152.41 +29.4%
76 IEMG ISHARES INC 284,235.0 $19.1M 0.35% NEW $67.22 +18.9%
77 BKGI BNY MELLON ETF TRUST 462,043.0 $18.6M 0.34% NEW $40.34 +14.4%
78 IUSB ISHARES TR 392,368.0 $18.3M 0.33% NEW $46.54 -1.6%
79 CIBR FIRST TR EXCHANGE TRADED FD 252,821.0 $18.1M 0.33% NEW $71.45 +14.3%
80 AXP AMERICAN EXPRESS CO Financial Services 45,476.0 $16.8M 0.31% NEW $369.95 -16.3%
Page 4 of 43  ·  842 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
Financial Services 31.5%
Technology 30.0%
Communication Services 7.1%
Industrials 6.1%
Consumer Cyclical 5.7%
Healthcare 5.4%
Consumer Defensive 4.6%
Energy 4.2%
Utilities 3.1%
Real Estate 1.7%