Modern Wealth Management, LLC - Portfolio Stock Holdings
Modern Wealth Management, LLC disclosed 950 stock positions in a recent SEC 13F filing. $5,748,743,618 of stock holdings were filed, with the largest holdings including FBND, JAAA, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.We estimate the fund has a total AUM of $10,904,051,242 and has 253 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
950Est. Stock Holding Value:
$5,748,743,618Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Modern Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Modern Wealth Management, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...