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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 50 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 TIPX SPDR SERIES TRUST 12,131.0 $230K 0.00% $18.93 -1.3%
982 TWLO TWILIO INC Communication Services 1,112.0 $229K 0.00% NEW $206.33 +8.5%
983 MGV VANGUARD WORLD FD 1,403.0 $229K 0.00% NEW $163.43 +3.1%
984 IBB ISHARES TR 1,204.0 $229K 0.00% $190.19 +13.8%
985 J JACOBS SOLUTIONS INC Industrials 1,817.0 $229K 0.00% NEW $126.00 +19.7%
986 PZA INVESCO EXCH TRADED FD TR II 9,730.0 $229K 0.00% NEW $23.52 -3.1%
987 ASTS AST SPACEMOBILE INC Technology 2,575.0 $229K 0.00% NEW $88.86 -30.2%
988 FIS FIDELITY NATL INFORMATION SV Technology 5,877.0 $228K 0.00% -1K -20.3% $38.87 +4.1%
989 BRBR BELLRING BRANDS INC Consumer Defensive 17,605.0 $228K 0.00% NEW $12.94 -16.8%
990 WTS WATTS WATER TECHNOLOGIES INC Industrials 581.0 $227K 0.00% NEW $391.45 -5.2%
991 AR ANTERO RESOURCES CORP Energy 6,469.0 $227K 0.00% NEW $35.14 +8.0%
992 HTGC HERCULES CAPITAL INC Financial Services 14,381.0 $227K 0.00% $15.77 +11.5%
993 GSK GSK PLC Healthcare 4,322.0 $227K 0.00% NEW $52.42 -0.7%
994 DDOG DATADOG INC Technology 865.0 $225K 0.00% NEW $260.36 -14.4%
995 SCHR SCHWAB STRATEGIC TR 9,131.0 $225K 0.00% +498.0 +5.8% $24.66 -0.6%
996 ROKU ROKU INC Communication Services 1,629.0 $225K 0.00% NEW $138.14 +15.7%
997 CHMG CHEMUNG FINL CORP Financial Services 3,010.0 $224K 0.00% NEW $74.58 +10.8%
998 FHN FIRST HORIZON CORPORATION Financial Services 8,750.0 $224K 0.00% NEW $25.64 -4.8%
999 RTH VANECK ETF TRUST 876.0 $224K 0.00% -7.0 -0.8% $255.74 +4.1%
1000 NET CLOUDFLARE INC Technology 902.0 $221K 0.00% NEW $245.28 +13.2%
Page 50 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%