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MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
MODERN WEALTH MANAGEMENT, LLC runs MODERN WEALTH MANAGEMENT, LLC and currently holds 1,109 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $8.40B. Their top holdings are FBND, JCPB, PVAL, AAPL, JAAA. The top five represent 13.0% of reported portfolio weight. MODERN WEALTH MANAGEMENT, LLC ranks #270 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MODERN WEALTH MANAGEMENT, LLC initiated 8 new positions. They added to 64 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +221.95%.
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1,109 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FBND FIDELITY MERRIMACK STR TR | 4.39% | $45.62 | $44.89 | -1.61% | Added +61.70% |
 JCPB J P MORGAN EXCHANGE TRADED F | 2.40% | $47.06 | $46.16 | -1.92% | Added +96.72% |
 PVAL PUTNAM ETF TRUST | 2.31% | $46.15 | $54.25 | +17.55% | Added +65.27% |
 AAPL APPLE INC | 2.12% | $243.11 | $309.35 | +27.25% | Added +18.91% |
 JAAA JANUS DETROIT STR TR | 1.78% | $50.68 | $50.67 | -0.02% | Added +7.33% |
 IVV ISHARES TR | 1.77% | $635.68 | $769.30 | +21.02% | Added +25.95% |
 AVDE AMERICAN CENTY ETF TR | 1.64% | $84.32 | $94.24 | +11.76% | Added +90.63% |
 LRGF ISHARES TR | 1.63% | $69.86 | $77.96 | +11.59% | Added +72.24% |
 AVEM AMERICAN CENTY ETF TR | 1.58% | $79.56 | $94.23 | +18.44% | Added +24.12% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.55% | $653.90 | $765.62 | +17.09% | Added +165.60% |
Showing 1-10 of 1,109