Fund HoldingsModern Wealth Management, LLC

Total Portfolio Value
$8.37B
Total Bought
$3.02B
Total Sold
$693.62M
Net Transaction
+$2.33B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIDELITY MERRIMACK STR TR5,015,6538,110,234+3,094,581228,764368,9354.41%+140,171
SPDR SERIES TRUST
ST STR P500ETF
1,222,2862,258,636+1,036,35094,263198,4892.37%+104,226
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
2,186,2664,300,875+2,114,609102,492201,8832.41%+99,391
STATE STR SPDR S&P 500 ETF T(SPY)65,799174,761+108,96243,115130,5061.56%+87,392
PUTNAM ETF TRUST2,304,8073,809,127+1,504,320107,335194,0752.32%+86,740
PIMCO ETF TR
MULTISECTOR BD
106,0832,780,125+2,674,0422,77573,7290.88%+70,954
AMERICAN CENTY ETF TR809,0261,542,262+733,23669,698137,5701.64%+67,872
ISHARES TR
U S EQUITY FACTR
1,051,3551,810,836+759,48169,831136,9541.64%+67,123
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
372,9181,439,692+1,066,77422,11884,9131.01%+62,795
AMERICAN CENTY ETF TR0445,782+445,782055,6160.66%+55,616
APPLE INC(AAPL)517,048614,819+97,771132,173177,9042.12%+45,731
GMO ETF TRUST
US QUALITY ETF
1,040,5322,002,727+962,19538,07383,3541.00%+45,280
ISHARES TR157,664198,582+40,918103,752148,7161.78%+44,964
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
110,105229,703+119,59826,48869,5930.83%+43,105
AMERICAN CENTY ETF TR1,111,0491,379,015+267,96690,306133,0611.59%+42,755
PIMCO ETF TR
ENHAN SHRT MA AC
34,396456,112+421,7163,44945,9810.55%+42,531
COLUMBIA ETF TR II
EM CORE EX ETF
0698,040+698,040036,9120.44%+36,912
ISHARES TR7,452321,665+314,2133,20539,9410.48%+36,736
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
0767,322+767,322034,3380.41%+34,338
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
2,362,9962,789,021+426,02593,740127,5981.52%+33,858
ISHARES TR592,856735,644+142,78867,947101,1731.21%+33,226
VANGUARD INDEX FDS297,760349,601+51,84196,248129,3661.54%+33,118
SELECT SECTOR SPDR TR
ST STR FINL ETF
20,538636,457+615,9191,01534,1200.41%+33,105
ISHARES TR469,791849,764+379,97338,67369,7740.83%+31,101
AMERICAN CENTY ETF TR0639,520+639,520029,9620.36%+29,962
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,780212,851+211,07121829,7720.36%+29,554
SELECT SECTOR SPDR TR
ST STR INDL ETF
0158,546+158,546029,3670.35%+29,367
MICROSOFT CORP(MSFT)226,519302,807+76,28883,669112,9531.35%+29,284
FIRST TR EXCHANGE-TRADED FD
DOW 30 EQL WGT
0648,710+648,710028,6020.34%+28,602
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
5,306252,027+246,72149928,9530.35%+28,454
ISHARES TR5,760122,334+116,5741,23829,6580.35%+28,420
SPDR SERIES TRUST
ST STR SP DIV
2,556187,544+184,98837328,5400.34%+28,168
VANGUARD ADMIRAL FDS INC3,295347,334+344,0391,36128,6970.34%+27,336
FRANKLIN TEMPLETON ETF TR
US TREAS BD ETF
01,326,307+1,326,307026,8980.32%+26,898
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0971,639+971,639026,2830.31%+26,283
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
0466,295+466,295025,8580.31%+25,858
PIMCO ETF TR
ACTIVE BD ETF
0273,591+273,591025,2280.30%+25,228
BLACKROCK ETF TRUST II207,454655,822+448,36810,75434,3260.41%+23,571
BLACKROCK ETF TRUST
ISHARES US EQUIT
316,925619,141+302,21618,61342,1080.50%+23,495
ISHARES TR39,526247,856+208,3304,04727,3010.33%+23,254
VANGUARD ADMIRAL FDS INC099,005+99,005021,7030.26%+21,703
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
0220,963+220,963021,6460.26%+21,646
SPDR SERIES TRUST
ST STR CORPO ETF
0709,247+709,247020,5970.25%+20,597
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
0152,272+152,272020,4900.24%+20,490
GLOBAL X FDS
US PFD ETF
01,087,805+1,087,805020,3310.24%+20,331
NVIDIA CORPORATION(NVDA)225,035296,826+71,79139,55059,3920.71%+19,842
T ROWE PRICE EXCHANGE-TRADED
VALUE ETF
0468,439+468,439019,5250.23%+19,525
JANUS DETROIT STR TR
HEND SECU IN ETF
4,066379,913+375,84721019,4550.23%+19,246
INVESCO EXCH TRADED FD TR II30,095135,772+105,6773,02121,9320.26%+18,911
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
1,262,7361,741,088+478,35243,12260,9900.73%+17,868
INVESCO QQQ TR126,602124,311-2,29173,97591,5431.09%+17,568
AMERICAN CENTY ETF TR0146,587+146,587017,3050.21%+17,305
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
8,546344,253+335,70741617,3850.21%+16,969
ISHARES TR23,165267,005+243,8401,32618,2660.22%+16,940
GLOBAL X FDS
X EMERGING MKT
0702,949+702,949016,8360.20%+16,836
ISHARES TR091,062+91,062016,3480.20%+16,348
ISHARES TR
US SML CAP EQT
733,974809,068+75,09455,81172,1200.86%+16,309
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
582,931808,515+225,58429,14744,9290.54%+15,783
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
53,418359,025+305,6072,69418,1560.22%+15,461
VANECK MERK GOLD ETF(OUNZ)543,5851,037,290+493,70524,91840,0290.48%+15,111
MICRON TECHNOLOGY INC(MU)19,62619,318-3087,21922,2990.27%+15,080
PROSHARES TR
S&P MDCP 400 DIV
107,502259,799+152,2979,33123,7900.28%+14,459
HONEYWELL INTL INC063,061+63,061014,1190.17%+14,119
AMAZON COM INC(AMZN)176,427214,458+38,03137,15051,1140.61%+13,964
HONEYWELL AEROSPACE INC062,416+62,416013,7990.16%+13,799
INVESCO EXCH TRADED FD TR II248,014457,489+209,47513,98327,5820.33%+13,599
JPMORGAN CHASE & CO(JPM)163,931189,020+25,08948,42261,8720.74%+13,450
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
125,622196,588+70,96621,31334,7270.41%+13,414
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
0275,212+275,212013,3070.16%+13,307
ISHARES TR
CORE UNIVRSL USD
550,514831,929+281,41525,37338,3940.46%+13,020
ISHARES TR192,319322,359+130,04018,27830,4860.36%+12,208
ALPHABET INC(GOOG)135,293146,583+11,29040,23452,3840.63%+12,150
ISHARES TR
MSCI INTL QUALTY
1,396,6491,564,321+167,67265,46177,5120.93%+12,051
ALPHABET INC(GOOG)93,274110,883+17,60927,50639,1780.47%+11,672
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0272,003+272,003010,6070.13%+10,607
JANUS DETROIT STR TR
HENDRSON AAA CL
2,755,6852,957,809+202,124138,804149,3401.78%+10,536
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
0362,437+362,437010,3860.12%+10,386
BLACKROCK ETF TRUST
ISHA I IN TE ETF
246,223355,654+109,4318,38918,7500.22%+10,361
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
100,350230,631+130,2817,93218,2270.22%+10,295
ISHARES TR025,117+25,11709,8950.12%+9,895
ETFIS SER TR I
VIRTUS REAVES UT
0111,100+111,10009,0810.11%+9,081
APPLIED MATLS INC18,70321,432+2,7296,61715,4960.19%+8,879
SCHWAB STRATEGIC TR335,129601,864+266,73510,63719,0970.23%+8,460
ISHARES TR056,189+56,18908,3010.10%+8,301
JANUS DETROIT STR TR
HENDERSN SML ETF
081,210+81,21008,2220.10%+8,222
ABBVIE INC(ABBV)55,61779,725+24,10811,95720,0620.24%+8,105
CATERPILLAR INC(CAT)5,50711,141+5,6344,02211,8640.14%+7,842
ISHARES TR7,50625,536+18,0302,69710,4570.12%+7,760
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0210,080+210,08007,6890.09%+7,689
SCHWAB STRATEGIC TR1,529,6381,592,627+62,98938,70046,1220.55%+7,423
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
119,575261,910+142,3355,98013,2670.16%+7,287
INTEL CORP(INTC)57,44771,006+13,5592,7599,9150.12%+7,155
ADVANCED MICRO DEVICES INC(AMD)11,04716,163+5,1162,3229,3890.11%+7,067
ELI LILLY & CO(LLY)14,61717,517+2,90013,95321,0110.25%+7,058
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
060,531+60,53106,8900.08%+6,890
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0241,245+241,24506,7670.08%+6,767
SPDR SERIES TRUST
ST STR P500GRW
205,461226,346+20,88520,38226,9330.32%+6,551
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
0201,157+201,15706,5340.08%+6,534
SCHWAB STRATEGIC TR2,088,8922,055,084-33,80853,97760,4810.72%+6,504
ISHARES TR
CORE MSCI INTL
236,624298,584+61,96020,07326,5770.32%+6,504
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