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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 44 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BOE BLACKROCK ENHANCED GLOBAL Financial Services 10,029.0 $111K 0.00% -994.0 -9.0% $11.11 +4.7%
862 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 12,475.0 $110K 0.00% +393.0 +3.2% $8.85 +4.5%
863 HLN HALEON PLC Healthcare 10,197.0 $102K 0.00% NEW $9.97 -7.6%
864 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 22,154.0 $101K 0.00% -935.0 -4.0% $4.57 -7.2%
865 NIO NIO INC Consumer Cyclical 15,286.0 $95K 0.00% NEW $6.20 -7.0%
866 RNW RENEW ENERGY GLOBAL PLC Utilities 19,781.0 $95K 0.00% -9K -30.2% $4.79 +14.3%
867 SITE CTRS CORP 17,553.0 $94K 0.00% NEW $5.36
868 SWIM LATHAM GROUP INC Industrials 16,814.0 $90K 0.00% +4K +28.3% $5.36 -10.5%
869 NRO NEUBERGER R/EST SECS INC FD Financial Services 22,228.0 $64K 0.00% $2.88 +2.1%
870 UAA UNDER ARMOUR INC Consumer Cyclical 10,078.0 $58K 0.00% -267.0 -2.6% $5.75 -9.8%
871 RSKD RISKIFIED LTD Technology 14,083.0 $56K 0.00% NEW $3.96 +22.9%
872 BBD BANCO BRADESCO S A Financial Services 14,768.0 $55K 0.00% NEW $3.73 -7.2%
873 PSEC PROSPECT CAP CORP Financial Services 16,413.0 $43K 0.00% $2.62 -16.4%
874 TSLA CALL TESLA INC Consumer Cyclical 100.0 $38K 0.00% NEW $381.26 +5.4%
875 CRBU CARIBOU BIOSCIENCES INC Healthcare 15,000.0 $30K 0.00% $1.99 +4.5%
876 SGRP SPAR GROUP INC Industrials 33,064.0 $20K NEW $0.59 +11.3%
877 AMERICAN BITCOIN CORP. 15,219.0 $14K NEW $0.92
Page 44 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%