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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 7 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ JOHNSON & JOHNSON Healthcare 49,772.0 $12.2M 0.21% +2K +4.0% $244.12 -6.2%
122 ISCF ISHARES TR 282,349.0 $12.0M 0.21% -42K -12.9% $42.56 +3.6%
123 ABBV ABBVIE INC Healthcare 55,617.0 $12.0M 0.20% +610.0 +1.1% $214.98 -0.6%
124 SPGP INVESCO EXCHANGE TRADED FD T 110,492.0 $11.9M 0.20% -131K -54.2% $108.00 +6.6%
125 TSLA TESLA INC Consumer Cyclical 31,057.0 $11.8M 0.20% +3K +10.6% $381.26 +7.5%
126 RMT ROYCE MICRO-CAP TR INC Financial Services 1,026,680.0 $11.8M 0.20% -25K -2.4% $11.51 +13.3%
127 META META PLATFORMS INC Communication Services 20,077.0 $11.6M 0.20% +1K +6.5% $579.21 +5.5%
128 ICOW PACER FDS TR 256,817.0 $11.0M 0.19% -59K -18.6% $42.85 +3.7%
129 BINC BLACKROCK ETF TRUST II 207,454.0 $10.8M 0.18% -2K -0.9% $51.84 +0.2%
130 SCHY SCHWAB STRATEGIC TR 335,129.0 $10.6M 0.18% +11K +3.5% $31.74 +2.1%
131 GLDM WORLD GOLD TR Financial Services 112,332.0 $10.6M 0.18% +108K +2805.6% $94.30 -5.9%
132 ICLO INVESCO ACTIVELY MANAGED EXC 411,985.0 $10.5M 0.18% +12K +3.0% $25.51 +0.0%
133 WMT WALMART INC Consumer Defensive 83,316.0 $10.4M 0.18% +11K +15.4% $124.74 +6.9%
134 GRID FIRST TR EXCHANGE-TRADED FD 60,466.0 $10.1M 0.17% $166.82 +10.9%
135 IEFA ISHARES TR 108,405.0 $10.0M 0.17% -8K -6.6% $91.91 +3.8%
136 VIG VANGUARD SPECIALIZED FUNDS 46,029.0 $9.9M 0.17% -3K -7.0% $215.68 +6.4%
137 BEN FRANKLIN RESOURCES INC Financial Services 411,059.0 $9.7M 0.17% +7K +1.8% $23.59 +30.5%
138 BLUEROCK PVT REAL ESTATE FD 565,792.0 $9.4M 0.16% +104K +22.6% $16.61
139 REGL PROSHARES TR 107,502.0 $9.3M 0.16% +11K +11.8% $86.80 +0.5%
140 BA BOEING CO Industrials 44,857.0 $9.3M 0.16% +6K +15.8% $207.32 +3.7%
Page 7 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%