account_balance
Investment manager · 13F filer · SEC CIK 2001900
Modern Wealth Management, LLC
Reported value$8.37Bas of Jun 30, 2026
Positions1,101 269 new, 38 sold out
Top 10 weight22.1%FBND alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 22.1% of this fund. 1,091 other stocks make up the rest.
FBND Fidelity Merrimack STR Tr 4.4% Added +62%JCPB J P Morgan Exchange Traded F 2.4% Added +97%SPYM SPDR Series Trust 2.4% Added +85%PVAL Putnam ETF Trust 2.3% Added +65%AAPL Apple Inc 2.1% Added +19%JAAA Janus Detroit STR Tr 1.8% Added +7%IVV iShares Tr 1.8% Added +26%AVDE American Centy ETF Tr 1.6% Added +91%LRGF iShares Tr 1.6% Added +72%AVEM American Centy ETF Tr 1.6% Added +24%
1,091 other stocks77.9%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed