Modern Wealth Management, LLC: 13F holdings
CIK 20019002026Q2
| Positions | 1,101 |
|---|
| Reported value | $8.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,101 (+231 vs prior quarter) |
|---|
| Reported value | $8.4bn (+43.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBND FIDELITY MERRIMACK STR TR | 8,110,234 | $368.9m | 4.4% |
| JCPB J P MORGAN EXCHANGE TRADED F | 4,300,875 | $201.9m | 2.4% |
| SPYM SPDR SERIES TRUST | 2,258,636 | $198.5m | 2.4% |
| PVAL PUTNAM ETF TRUST | 3,809,127 | $194.1m | 2.3% |
| AAPL APPLE INC | 614,819 | $177.9m | 2.1% |
| JAAA JANUS DETROIT STR TR | 2,957,809 | $149.3m | 1.8% |
| IVV ISHARES TR | 198,582 | $148.7m | 1.8% |
| AVDE AMERICAN CENTY ETF TR | 1,542,262 | $137.6m | 1.6% |
| LRGF ISHARES TR | 1,810,836 | $137.0m | 1.6% |
| AVEM AMERICAN CENTY ETF TR | 1,379,015 | $133.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001900")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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