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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 7 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 122,413.0 $18.2M 0.22% +882.0 +0.7% $148.31 -1.1%
122 XLU SELECT SECTOR SPDR TR 396,866.0 $18.0M 0.21% +36K +10.1% $45.34 -4.5%
123 SPTS SPDR SERIES TRUST 616,249.0 $17.9M 0.21% -1.4M -70.2% $29.01 -0.1%
124 EIPI FIRST TR EXCHNG TRADED FD VI 809,233.0 $17.7M 0.21% +5K +0.6% $21.84 +2.9%
125 KNG FIRST TR EXCHANGE-TRADED FD 344,253.0 $17.4M 0.21% +336K +3928.2% $50.50 +2.4%
126 BTI BRITISH AMERN TOB PLC Consumer Defensive 280,967.0 $17.4M 0.21% -3K -1.0% $61.76 -8.6%
127 J P MORGAN EXCHANGE TRADED F 237,625.0 $17.2M 0.20% $72.28
128 VONE VANGUARD SCOTTSDALE FDS 50,499.0 $17.1M 0.20% -8K -13.5% $338.72 +2.5%
129 EMBD GLOBAL X FDS 702,949.0 $16.8M 0.20% NEW $23.95 -1.0%
130 USIG ISHARES TR 327,457.0 $16.8M 0.20% +49K +17.4% $51.29 -1.5%
131 IYM ISHARES TR 91,062.0 $16.3M 0.20% NEW $179.53 +9.4%
132 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 21,000.0 $15.7M 0.19% -600.0 -2.8% $746.77 +2.6%
133 AMAT APPLIED MATLS INC Technology 21,432.0 $15.5M 0.18% +3K +14.6% $723.03 -33.6%
134 USFR WISDOMTREE TR 303,170.0 $15.3M 0.18% +2K +0.6% $50.35 +0.3%
135 META META PLATFORMS INC Communication Services 26,860.0 $15.1M 0.18% +7K +33.8% $563.28 +1.2%
136 TSLA TESLA INC Consumer Cyclical 35,452.0 $14.9M 0.18% +4K +14.2% $420.60 -16.7%
137 BOTZ GLOBAL X FDS 386,223.0 $14.7M 0.17% +8K +2.2% $37.94 -5.5%
138 JNJ JOHNSON & JOHNSON Healthcare 57,332.0 $14.6M 0.17% +8K +15.2% $253.97 +7.5%
139 DFAS DIMENSIONAL ETF TRUST 176,436.0 $14.5M 0.17% +1K +0.6% $82.34 +0.3%
140 SPSB SPDR SERIES TRUST 483,874.0 $14.5M 0.17% -148K -23.4% $30.01 -0.1%
Page 7 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%