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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 9 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAT CATERPILLAR INC Industrials 11,141.0 $11.9M 0.14% +6K +102.3% $1064.87 -23.8%
162 EFG ISHARES TR 94,950.0 $11.8M 0.14% +16K +20.8% $124.42 +1.4%
163 ISCF ISHARES TR 271,793.0 $11.8M 0.14% -11K -3.7% $43.29 +6.8%
164 VIG VANGUARD SPECIALIZED FUNDS 48,820.0 $11.6M 0.14% +3K +6.1% $236.62 +3.2%
165 WMT WALMART INC Consumer Defensive 101,893.0 $11.5M 0.14% +19K +22.3% $113.26 -7.0%
166 KMI KINDER MORGAN INC DEL Energy 358,448.0 $11.5M 0.14% -21K -5.5% $31.97 -3.2%
167 BLUEROCK PVT REAL ESTATE FD 866,621.0 $11.3M 0.13% +301K +53.2% $13.01
168 RTX RTX CORPORATION Industrials 58,476.0 $11.1M 0.13% +11K +22.6% $189.73 +10.8%
169 DIA STATE STR SPDR DOW JONES IND Financial Services 20,828.0 $10.9M 0.13% +3K +14.3% $522.38 +2.5%
170 PG PROCTER & GAMBLE CO Consumer Defensive 74,021.0 $10.9M 0.13% +10K +14.9% $146.64 -0.8%
171 QJUN FIRST TR EXCHNG TRADED FD VI 320,164.0 $10.8M 0.13% -100K -23.8% $33.79 -1.6%
172 ICLO INVESCO ACTIVELY MANAGED EXC 417,404.0 $10.7M 0.13% +5K +1.3% $25.58 +0.0%
173 IAGG ISHARES TR 210,560.0 $10.7M 0.13% -230K -52.2% $50.60 -1.2%
174 MAYT AIM ETF PRODUCTS TRUST 272,003.0 $10.6M 0.13% NEW $39.00 -5.6%
175 IEFA ISHARES TR 108,452.0 $10.5M 0.12% $96.58 +5.0%
176 VNQ VANGUARD INDEX FDS 108,533.0 $10.5M 0.12% +24K +28.3% $96.43 +2.9%
177 IWB ISHARES TR 25,536.0 $10.5M 0.12% +18K +240.2% $409.50 +2.5%
178 BA BOEING CO Industrials 48,173.0 $10.4M 0.12% +3K +7.4% $216.47 -2.5%
179 YMAR FIRST TR EXCHNG TRADED FD VI 362,437.0 $10.4M 0.12% NEW $28.66 +2.5%
180 QDPL PACER FDS TR 226,587.0 $10.2M 0.12% +77K +51.8% $45.07 +2.9%
Page 9 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%