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 51–100 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBT | FIRST TR EXCHANGE-TRADED FD | 30K | $1M+ | SH |
| EMGF | ISHARES INC | 109K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 54K | $1M+ | SH |
| IXC | ISHARES TR | 113K | $1M+ | SH |
| RODM | LATTICE STRATEGIES TR | 151K | $1M+ | SH |
| MEAR | ISHARES U S ETF TR | 92K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 62K | $1M+ | SH |
| AGZD | WISDOMTREE TR | 199K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 27K | $1M+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 118K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 51K | $1M+ | SH |
| EFV | ISHARES TR | 71K | $1M+ | SH |
| BOTZ | GLOBAL X FDS | 141K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 57K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 148K | $1M+ | SH |
| IJR | ISHARES TR | 35K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 98K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 52K | $1M+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 50K | $1M+ | SH |
| SMLF | ISHARES TR | 54K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 65K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 53K | $1M+ | SH |
| IBDQ | ISHARES TR | 119K | $1M+ | SH |
| IBDS | ISHARES TR | 124K | $1M+ | SH |
| IBDR | ISHARES TR | 123K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 24K | $1M+ | SH |
| EFG | ISHARES TR | 29K | $1M+ | SH |
| GRPM | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 244K | $1M+ | SH |
| SMMV | ISHARES TR | 62K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 42K | $1M+ | SH |
| IHI | ISHARES TR | 41K | $1M+ | SH |
| FYLD | CAMBRIA ETF TR | 85K | $1M+ | SH |
| SPLG | SPDR SER TR | 34K | $1M+ | SH |
| GCOW | PACER FDS TR | 59K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 41K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 10K | $1M+ | SH |
| ICVT | ISHARES TR | 24K | $1M+ | SH |
| QDPL | PACER FDS TR | 54K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 29K | $1M+ | SH |
| EMXC | ISHARES INC | 34K | $1M+ | SH |
| FMAT | FIDELITY COVINGTON TRUST | 36K | $1M+ | SH |
| PTRB | PGIM ETF TR | 42K | $1M+ | SH |
| IJJ | ISHARES TR | 14K | $1M+ | SH |
| RTH | VANECK ETF TRUST | 8K | $1M+ | SH |
| AAXJ | ISHARES TR | 22K | $1M+ | SH |
| OEF | ISHARES TR | 6K | $1M+ | SH |