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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 6 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 47,475.0 $14.3M 0.24% +2K +4.4% $301.45 +2.6%
102 USIG ISHARES TR 278,900.0 $14.2M 0.24% +30K +12.1% $51.06 -1.0%
103 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 21,600.0 $14.2M 0.24% -1K -5.3% $655.24 +12.0%
104 CORP PIMCO ETF TR 145,358.0 $14.0M 0.24% +5K +3.9% $96.52 -1.0%
105 IDMO INVESCO EXCH TRADED FD TR II 248,014.0 $14.0M 0.24% +23K +10.3% $56.38 +3.5%
106 LLY ELI LILLY & CO Healthcare 14,617.0 $14.0M 0.24% +2K +11.7% $954.56 +3.5%
107 EFV ISHARES TR 185,208.0 $13.9M 0.24% +53K +40.4% $75.27 +3.2%
108 JMTG J P MORGAN EXCHANGE TRADED F 273,763.0 $13.9M 0.24% -4K -1.3% $50.83 -1.5%
109 HEFA ISHARES TR 320,077.0 $13.8M 0.24% -3K -1.1% $43.11 +3.1%
110 AGG ISHARES TR 136,864.0 $13.5M 0.23% +3K +2.2% $99.00 -1.4%
111 QJUN FIRST TR EXCHNG TRADED FD VI 420,036.0 $13.2M 0.23% -10K -2.4% $31.54 +6.5%
112 FVD FIRST TR EXCHANGE-TRADED FD 279,941.0 $13.2M 0.23% +13K +4.8% $47.13 +0.3%
113 IGIB ISHARES TR 247,990.0 $13.2M 0.23% +6K +2.5% $53.04 -1.1%
114 EEMV ISHARES INC 197,758.0 $12.8M 0.22% $64.93 +9.2%
115 BOTZ GLOBAL X FDS 377,783.0 $12.8M 0.22% +35K +10.1% $33.90 +14.7%
116 VMBS VANGUARD SCOTTSDALE FDS 270,402.0 $12.7M 0.22% +4K +1.5% $46.83 -1.6%
117 DFAS DIMENSIONAL ETF TRUST 175,343.0 $12.5M 0.21% $71.52 +5.1%
118 KMI KINDER MORGAN INC DEL Energy 379,413.0 $12.5M 0.21% -17K -4.4% $32.88 +2.7%
119 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,424.0 $12.4M 0.21% +686.0 +5.8% $996.64 +5.2%
120 BIL SPDR SERIES TRUST 133,195.0 $12.2M 0.21% +20K +17.8% $91.40 +0.2%
Page 6 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%