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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 52 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VNLA JANUS DETROIT STR TR 4,248.0 $208K 0.00% -12K -74.3% $48.86 +0.2%
1022 AWR AMER STATES WTR CO Utilities 2,504.0 $207K 0.00% NEW $82.63 +8.7%
1023 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,317.0 $207K 0.00% NEW $156.96 -9.8%
1024 BDYN BLACKROCK ETF TRUST 7,450.0 $207K 0.00% NEW $27.74 +1.6%
1025 CNI CANADIAN NATL RY CO Industrials 1,732.0 $207K 0.00% NEW $119.24 +6.8%
1026 MDB MONGODB INC Technology 615.0 $207K 0.00% NEW $335.78 +20.5%
1027 HLN HALEON PLC Healthcare 22,115.0 $206K 0.00% +12K +116.9% $9.33 +8.8%
1028 PRI PRIMERICA INC Financial Services 724.0 $206K 0.00% NEW $284.24 +4.6%
1029 MGC VANGUARD WORLD FD 751.0 $205K 0.00% -134.0 -15.1% $273.62 +2.3%
1030 ROP ROPER TECHNOLOGIES INC Industrials 606.0 $205K 0.00% NEW $338.52 +21.3%
1031 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10,292.0 $205K 0.00% -1K -12.2% $19.89 +11.4%
1032 BRO BROWN & BROWN INC Financial Services 3,190.0 $205K 0.00% NEW $64.16 +14.2%
1033 PJUL INNOVATOR ETFS TRUST 4,186.0 $204K 0.00% NEW $48.81 +1.6%
1034 HYG ISHARES TR 2,554.0 $204K 0.00% NEW $79.97 -0.2%
1035 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,049.0 $203K 0.00% NEW $99.29 -10.5%
1036 CASY CASEYS GEN STORES INC Consumer Cyclical 255.0 $203K 0.00% NEW $795.87 +3.1%
1037 ROK ROCKWELL AUTOMATION INC Industrials 409.0 $202K 0.00% NEW $495.08 -12.9%
1038 FAD FIRST TR EXCHANGE-TRADED ALP 1,007.0 $201K 0.00% NEW $199.97 -6.3%
1039 PPG PPG INDS INC Basic Materials 1,659.0 $201K 0.00% NEW $121.24 -7.1%
1040 GBF ISHARES TR 1,933.0 $201K 0.00% -588.0 -23.3% $103.82 -1.2%
Page 52 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%