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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 40 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CRH PLC 2,260.0 $240K 0.00% +139.0 +6.5% $106.21
782 ICLN ISHARES TR 13,086.0 $239K 0.00% NEW $18.25 +17.9%
783 VSS VANGUARD INTL EQUITY INDEX F 1,608.0 $238K 0.00% -16.0 -1.0% $148.05 +6.6%
784 CCL CARNIVAL CORP Consumer Cyclical 8,918.0 $237K 0.00% +255.0 +2.9% $26.58 -2.2%
785 WBD WARNER BROS DISCOVERY INC Communication Services 8,578.0 $236K 0.00% +135.0 +1.6% $27.49 -1.0%
786 ZM ZOOM COMMUNICATIONS INC Technology 2,917.0 $235K 0.00% NEW $80.70 +21.8%
787 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,258.0 $235K 0.00% -459.0 -12.3% $71.99 -11.9%
788 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 826.0 $233K 0.00% NEW $282.02 -11.8%
789 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,325.0 $233K 0.00% -7K -51.3% $36.78 -1.3%
790 TIPX SPDR SERIES TRUST 12,131.0 $232K 0.00% -8K -41.0% $19.10 +0.2%
791 SBS COMPANHIA DE SANEAMENTO BASI Utilities 7,667.0 $232K 0.00% -3K -28.3% $30.20 -80.6%
792 KGC KINROSS GOLD CORP Basic Materials 7,229.0 $231K 0.00% -41.0 -0.6% $32.02 -10.5%
793 QMAR FIRST TR EXCHNG TRADED FD VI 6,840.0 $231K 0.00% $33.81 +9.2%
794 FSLR FIRST SOLAR INC Energy 1,157.0 $231K 0.00% -160.0 -12.2% $199.42 +17.4%
795 PEGA PEGASYSTEMS INC Technology 5,434.0 $230K 0.00% +2K +54.1% $42.29 -19.9%
796 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,746.0 $229K 0.00% +782.0 +26.4% $61.25 -17.7%
797 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 696.0 $229K 0.00% NEW $328.73 -10.7%
798 MKSI MKS INC. Technology 961.0 $227K 0.00% NEW $236.09 +30.9%
799 NUVEEN REAL ASSET INCOME & G 18,040.0 $226K 0.00% $12.52
800 VONV VANGUARD SCOTTSDALE FDS 2,394.0 $226K 0.00% NEW $94.31 +8.5%
Page 40 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%