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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 51 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ULST SSGA ACTIVE ETF TR 5,455.0 $221K 0.00% NEW $40.42 -0.1%
1002 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,436.0 $220K 0.00% +178.0 +5.5% $64.02 +15.4%
1003 PYPL PAYPAL HLDGS INC Financial Services 5,091.0 $220K 0.00% -2K -23.5% $43.18 +44.2%
1004 SOLV SOLVENTUM CORP Healthcare 2,821.0 $218K 0.00% NEW $77.15 +18.8%
1005 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,506.0 $217K 0.00% +80.0 +0.7% $18.87 +20.5%
1006 VDE VANGUARD WORLD FD 1,443.0 $217K 0.00% NEW $150.16 +16.7%
1007 QQQE DIREXION SHARES ETF TRUST 1,774.0 $216K 0.00% NEW $122.01 +0.3%
1008 VONV VANGUARD SCOTTSDALE FDS 2,029.0 $216K 0.00% -365.0 -15.2% $106.31 +6.5%
1009 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,444.0 $216K 0.00% NEW $62.63 +46.9%
1010 BILZ PIMCO ETF TR 2,135.0 $215K 0.00% NEW $100.93 -0.0%
1011 PXH INVESCO EXCH TRADED FD TR II 7,717.0 $215K 0.00% -208.0 -2.6% $27.88 +5.6%
1012 FS SPECIALTY LENDING FD 19,216.0 $214K 0.00% NEW $11.15
1013 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 8,340.0 $213K 0.00% NEW $25.55 +1.3%
1014 FSBC FIVE STAR BANCORP Financial Services 4,371.0 $213K 0.00% NEW $48.69 -7.8%
1015 DUPONT DE NEMOURS INC 1,563.0 $212K 0.00% NEW $135.64
1016 TRP TC ENERGY CORP Energy 3,198.0 $212K 0.00% NEW $66.29 -6.7%
1017 HOMETRUST BANCSHARES INC 4,233.0 $211K 0.00% NEW $49.89
1018 TM TOYOTA MOTOR CORP Consumer Cyclical 1,250.0 $211K 0.00% +268.0 +27.3% $168.43 +14.5%
1019 VLTO VERALTO CORP Industrials 2,352.0 $209K 0.00% $88.67 +11.4%
1020 SKM SK TELECOM CO LTD Communication Services 6,479.0 $208K 0.00% NEW $32.16 +23.2%
Page 51 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%