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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 42 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FNOV FIRST TR EXCHNG TRADED FD VI 6,000.0 $351K 0.00% $58.49 +2.1%
822 HR HEALTHCARE RLTY TR Real Estate 17,359.0 $350K 0.00% +5K +36.3% $20.17 -3.9%
823 PAM PAMPA ENERGIA SA Utilities 4,250.0 $349K 0.00% $82.13 -2.9%
824 IJS ISHARES TR 2,552.0 $349K 0.00% -409K -99.4% $136.70 +0.8%
825 DAL DELTA AIR LINES INC Industrials 3,721.0 $349K 0.00% NEW $93.67 -10.7%
826 CENCORA INC 1,231.0 $348K 0.00% -826.0 -40.2% $282.81
827 EMXF ISHARES TR 5,998.0 $348K 0.00% -2K -24.2% $57.94 -1.3%
828 BDX BECTON DICKINSON & CO Healthcare 2,294.0 $347K 0.00% +470.0 +25.8% $151.32 +25.4%
829 INTU INTUIT Technology 1,327.0 $347K 0.00% +98.0 +8.0% $261.18 +36.9%
830 DEM WISDOMTREE TR 6,427.0 $346K 0.00% +85.0 +1.3% $53.79 +3.2%
831 SSO PROSHARES TR 5,130.0 $346K 0.00% $67.38 +4.1%
832 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,800.0 $345K 0.00% $20.56 +1.3%
833 GIS GENERAL MILLS INC Consumer Defensive 9,906.0 $345K 0.00% +4K +78.7% $34.80 +14.3%
834 A AGILENT TECHNOLOGIES INC Healthcare 2,578.0 $342K 0.00% -321.0 -11.1% $132.82 +16.5%
835 ACGL ARCH CAP GROUP LTD Financial Services 3,518.0 $341K 0.00% NEW $97.06 +3.6%
836 URI UNITED RENTALS INC Industrials 301.0 $341K 0.00% +15.0 +5.2% $1134.30 -7.2%
837 ALAB ASTERA LABS INC Technology 705.0 $341K 0.00% NEW $483.02 -41.5%
838 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 23,310.0 $339K 0.00% NEW $14.54 -1.0%
839 TPR TAPESTRY INC Consumer Cyclical 2,314.0 $339K 0.00% NEW $146.40 -11.1%
840 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,577.0 $339K 0.00% NEW $131.43 -1.5%
Page 42 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%