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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 40 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DEED FIRST TR EXCHNG TRADED FD VI 10,278.0 $222K 0.00% NEW $21.60 -1.9%
782 MGC VANGUARD WORLD FD 884.0 $222K 0.00% NEW $251.09 +8.7%
783 STT STATE STR CORP Financial Services 1,719.0 $222K 0.00% NEW $129.02 +16.9%
784 HR HEALTHCARE RLTY TR Real Estate 13,027.0 $221K 0.00% NEW $16.95 +19.2%
785 CHT CHUNGHWA TELECOM CO LTD Communication Services 5,279.0 $220K 0.00% NEW $41.71 +5.4%
786 CAVA CAVA GROUP INC Consumer Cyclical 3,749.0 $220K 0.00% NEW $58.69 +37.2%
787 KKR KKR & CO INC Financial Services 1,725.0 $220K 0.00% NEW $127.54 -27.1%
788 DELL DELL TECHNOLOGIES INC Technology 1,744.0 $220K 0.00% NEW $125.90 +86.9%
789 MET METLIFE INC Financial Services 2,780.0 $219K 0.00% NEW $78.96 +2.7%
790 XLB SELECT SECTOR SPDR TR 4,802.0 $218K 0.00% NEW $45.35 +9.7%
791 ATO ATMOS ENERGY CORP Utilities 1,292.0 $217K 0.00% NEW $167.64 +5.0%
792 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,092.0 $216K 0.00% NEW $197.97 +6.9%
793 MPT MEDICAL PPTYS TRUST INC Financial Services 43,095.0 $215K 0.00% NEW $5.00 +0.0%
794 COHR COHERENT CORP Technology 1,166.0 $215K 0.00% NEW $184.57 +91.6%
795 MUNI PIMCO ETF TR 4,095.0 $215K 0.00% NEW $52.41 -0.8%
796 DFUV DIMENSIONAL ETF TRUST 4,602.0 $214K 0.00% NEW $46.59 +12.9%
797 PCTY PAYLOCITY HLDG CORP Technology 1,386.0 $211K 0.00% NEW $152.50 -25.8%
798 PEGA PEGASYSTEMS INC Technology 3,526.0 $211K 0.00% NEW $59.72 -43.9%
799 SPHQ INVESCO EXCHANGE TRADED FD T 2,798.0 $210K 0.00% NEW $75.06 +10.9%
800 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 348.0 $210K 0.00% NEW $603.40 +10.1%
Page 40 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%