Modern Wealth Management
$8.4B 13F equity value
1,138 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Modern Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8,110,234 | $369M | 4.4% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4,300,875 | $202M | 2.4% |
| SPYM | SPDR SERIES TRUST | 2,258,636 | $198M | 2.4% |
| PVAL | PUTNAM ETF TRUST | 3,809,127 | $194M | 2.3% |
| AAPL | APPLE INC | 614,819 | $178M | 2.1% |
| JAAA | JANUS DETROIT STR TR | 2,957,809 | $149M | 1.8% |
| IVV | ISHARES TR | 198,582 | $149M | 1.8% |
| AVDE | AMERICAN CENTY ETF TR | 1,542,262 | $138M | 1.6% |
| LRGF | ISHARES TR | 1,810,836 | $137M | 1.6% |
| AVEM | AMERICAN CENTY ETF TR | 1,379,015 | $133M | 1.6% |
Track Modern Wealth Management's 13F portfolio: $8.4B in reported holdings, 1,138 positions. Top holdings and quarterly changes on SentiSense.
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