CIK 2001900
Modern Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
675
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
6
Holdings
13F filings as of Mar 31, 2025 · Showing 1–50 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 1.3M | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 1.3M | $1M+ | SH |
| IUSB | ISHARES TR | 704K | $1M+ | SH |
| USFR | WISDOMTREE TR | 512K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 613K | $1M+ | SH |
| INTF | ISHARES TR | 773K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 92K | $1M+ | SH |
| SNSR | GLOBAL X FDS | 639K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 259K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 522K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 547K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 512K | $1M+ | SH |
| CALF | PACER FDS TR | 455K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 828K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 369K | $1M+ | SH |
| IQLT | ISHARES TR | 382K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 244K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 225K | $1M+ | SH |
| LRGF | ISHARES TR | 241K | $1M+ | SH |
| AGG | ISHARES TR | 123K | $1M+ | SH |
| IDEV | ISHARES TR | 186K | $1M+ | SH |
| HEFA | ISHARES TR | 321K | $1M+ | SH |
| ISCF | ISHARES TR | 341K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 173K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 198K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 558K | $1M+ | SH |
| SPTS | SPDR SER TR | 363K | $1M+ | SH |
| ICOW | PACER FDS TR | 328K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 174K | $1M+ | SH |
| IUSV | ISHARES TR | 99K | $1M+ | SH |
| RMT | ROYCE MICRO-CAP TR INC | 1.1M | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 192K | $1M+ | SH |
| TLH | ISHARES TR | 83K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 167K | $1M+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 239K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 86K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 540K | $1M+ | SH |
| USIG | ISHARES TR | 146K | $1M+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 96K | $1M+ | SH |
| EEMV | ISHARES INC | 115K | $1M+ | SH |
| IWM | ISHARES TR | 32K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 121K | $1M+ | SH |
| IEMG | ISHARES INC | 121K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 116K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 96K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 253K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 193K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 105K | $1M+ | SH |
| WTV | WISDOMTREE TR | 63K | $1M+ | SH |