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Modern Wealth Management, LLC

Q2 2026 13F filing

Updated 29 days ago

3,022 disclosed positions worth $8.4B

Portfolio value
$8.4B
Total holdings
3,022
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

F
1.FIS

FIDELITY MERRIMACK STR TR

Value
$368.4M
Shares
8.10M
% Port
4.39%
J

J P MORGAN EXCHANGE TRADED F

Value
$201.7M
Shares
4.30M
% Port
2.40%
S

SPDR SERIES TRUST

Value
$198.4M
Shares
2.26M
% Port
2.36%
P
4.PPT

PUTNAM ETF TRUST

Value
$194.1M
Shares
3.81M
% Port
2.31%
A

APPLE INC

Value
$169.2M
Shares
584.7K
% Port
2.02%
N
6.NOC

JANUS DETROIT STR TR

Value
$149.2M
Shares
2.95M
% Port
1.78%
E

ISHARES TR

Value
$148.5M
Shares
198.3K
% Port
1.77%
?
8.N/A

AMERICAN CENTY ETF TR

Value
$137.6M
Shares
1.54M
% Port
1.64%
E

ISHARES TR

Value
$137M
Shares
1.81M
% Port
1.63%
?
10.N/A

AMERICAN CENTY ETF TR

Value
$133M
Shares
1.38M
% Port
1.58%
S
11.SPY

STATE STR SPDR S&P 500 ETF T

Value
$130.5M
Shares
174.7K
% Port
1.55%
V
12.VGES

VANGUARD INDEX FDS

Value
$128.6M
Shares
347.6K
% Port
1.53%
V
13.VCTR

VICTORY PORTFOLIOS II

Value
$127.6M
Shares
2.79M
% Port
1.52%
M
14.MSFT

MICROSOFT CORP

Value
$106.4M
Shares
285.2K
% Port
1.27%
S

SPDR SERIES TRUST

Value
$102.5M
Shares
1.13M
% Port
1.22%
E
16.ETHA

ISHARES TR

Value
$101.1M
Shares
735.4K
% Port
1.20%
Q
17.QQQ

INVESCO QQQ TR

Value
$91.5M
Shares
124.2K
% Port
1.09%
V
18.VGES

VANGUARD SCOTTSDALE FDS

Value
$84.8M
Shares
1.44M
% Port
1.01%
U
19.UFPT

GMO ETF TRUST

Value
$83.4M
Shares
2.00M
% Port
0.99%
E
20.ETHA

ISHARES TR

Value
$77.5M
Shares
1.56M
% Port
0.92%
P
21.PDI

PIMCO ETF TR

Value
$73.6M
Shares
2.78M
% Port
0.88%
E
22.ETHA

ISHARES TR

Value
$72.8M
Shares
331.9K
% Port
0.87%
E
23.ETHA

ISHARES TR

Value
$72.1M
Shares
809.0K
% Port
0.86%
E
24.ETHA

INVESCO EXCH TRADED FD TR II

Value
$69.6M
Shares
229.7K
% Port
0.83%
B
25.BLK

ISHARES TR

Value
$69.6M
Shares
847.3K
% Port
0.83%
E
26.ETHA

ISHARES TR

Value
$63.6M
Shares
280.3K
% Port
0.76%
?
27.N/A

DIMENSIONAL ETF TRUST

Value
$61M
Shares
1.74M
% Port
0.73%
S

SCHWAB STRATEGIC TR

Value
$60.5M
Shares
2.05M
% Port
0.72%
J

JPMORGAN CHASE & CO

Value
$59.4M
Shares
181.4K
% Port
0.71%
S

SCHWAB STRATEGIC TR

Value
$57.6M
Shares
2.08M
% Port
0.69%
?
31.N/A

AMERICAN CENTY ETF TR

Value
$55.6M
Shares
445.3K
% Port
0.66%
B

BERKSHIRE HATHAWAY INC DEL

Value
$52.3M
Shares
104.6K
% Port
0.62%
N
33.NVDA

NVIDIA CORPORATION

Value
$49.2M
Shares
246.0K
% Port
0.59%
A
34.AMZN

AMAZON COM INC

Value
$47.2M
Shares
198.0K
% Port
0.56%
G

ALPHABET INC

Value
$46.4M
Shares
129.9K
% Port
0.55%
S

SCHWAB STRATEGIC TR

Value
$46.1M
Shares
1.59M
% Port
0.55%
P
37.PDI

PIMCO ETF TR

Value
$46M
Shares
456.1K
% Port
0.55%
G

GOLDMAN SACHS ETF TR

Value
$44.9M
Shares
808.4K
% Port
0.54%
?
39.N/A

ISHARES TR

Value
$43.2M
Shares
670.0K
% Port
0.51%
E
40.ETHA

BLACKROCK ETF TRUST

Value
$42.1M
Shares
618.5K
% Port
0.50%
E
41.ETHA

ISHARES TR

Value
$39.9M
Shares
321.7K
% Port
0.48%
O
42.OUNZ

VANECK MERK GOLD ETF

Value
$39.8M
Shares
1.03M
% Port
0.47%
E
43.ETHA

ISHARES TR

Value
$38.4M
Shares
831.9K
% Port
0.46%
J

J P MORGAN EXCHANGE TRADED F

Value
$38.2M
Shares
463.7K
% Port
0.46%
G

COLUMBIA ETF TR II

Value
$36.9M
Shares
698.0K
% Port
0.44%
V
46.VGES

VANGUARD INDEX FDS

Value
$36.3M
Shares
166.6K
% Port
0.43%
G

ALPHABET INC

Value
$35.9M
Shares
101.7K
% Port
0.43%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$35.5M
Shares
74.3K
% Port
0.42%
I
49.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$34.7M
Shares
196.6K
% Port
0.41%
F
50.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$34.3M
Shares
767.3K
% Port
0.41%