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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 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYR ISHARES TR 45,041.0 $4.3M 0.07% +4K +9.0% $94.88 +8.1%
122 CME CME GROUP INC Financial Services 14,170.0 $4.2M 0.07% +614.0 +4.5% $296.95 -2.6%
123 BSCY INVESCO EXCH TRD SLF IDX FD 200,676.0 $4.2M 0.07% +82K +69.4% $20.71 -0.9%
124 CAT CATERPILLAR INC Industrials 5,507.0 $4.0M 0.07% +172.0 +3.2% $730.36 +18.6%
125 VTEB VANGUARD MUN BD FDS 79,953.0 $4.0M 0.07% +8K +11.8% $49.91 -0.2%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 25,159.0 $4.0M 0.07% +2K +8.5% $157.33 +19.9%
127 ORCL ORACLE CORP Technology 27,011.0 $3.9M 0.07% +4K +16.7% $145.23 +30.7%
128 JMEE J P MORGAN EXCHANGE TRADED F 58,236.0 $3.9M 0.07% +32K +122.5% $67.25 +8.3%
129 KO COCA COLA CO Consumer Defensive 51,445.0 $3.9M 0.07% +5K +10.7% $76.08 +6.7%
130 MCD MCDONALDS CORP Consumer Cyclical 12,384.0 $3.8M 0.07% +2K +17.8% $307.28 -7.5%
131 OCTT AIM ETF PRODUCTS TRUST 89,147.0 $3.8M 0.07% +7K +8.6% $42.58 +8.2%
132 PRF INVESCO EXCHANGE TRADED FD T 78,568.0 $3.8M 0.06% +5K +6.5% $47.76 +10.6%
133 DMXF ISHARES TR 47,067.0 $3.6M 0.06% +18K +63.2% $76.63 +8.1%
134 MINT PIMCO ETF TR 34,396.0 $3.4M 0.06% +8K +31.9% $100.28 +0.3%
135 GE GE AEROSPACE Industrials 11,464.0 $3.4M 0.06% +1K +13.9% $292.67 +3.1%
136 PEP PEPSICO INC Consumer Defensive 20,983.0 $3.2M 0.06% +2K +8.7% $154.65 -3.8%
137 NFLX NETFLIX INC. Communication Services 33,380.0 $3.2M 0.06% +14K +69.2% $95.55 -6.5%
138 USXF ISHARES TR 55,706.0 $3.1M 0.05% +20K +56.8% $55.68 +18.7%
139 SGOV ISHARES TR 30,095.0 $3.0M 0.05% +22K +262.2% $100.39 +0.2%
140 MUB ISHARES TR 28,300.0 $3.0M 0.05% +5K +21.8% $106.31 -0.2%
Page 7 of 19  ·  361 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%