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 101–150 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 45K | $1M+ | SH |
| DBB | INVESCO DB MULTI-SECTOR COMM | 78K | $1M+ | SH |
| IWN | ISHARES TR | 10K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 132K | $1M+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 122K | $1M+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 21K | $1M+ | SH |
| ESGU | ISHARES TR | 12K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 13K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 50K | $1M+ | SH |
| PULS | PGIM ETF TR | 28K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| HYDB | ISHARES TR | 29K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 6K | $1M+ | SH |
| DMXF | ISHARES TR | 20K | $1M+ | SH |
| XHE | SPDR SER TR | 16K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 36K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 169K | $1M+ | SH |
| FDL | FIRST TR MORNINGSTAR DIVID L | 27K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| VOTE | TCW ETF TRUST | 17K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 32K | $1M+ | SH |
| IGV | ISHARES TR | 12K | $1M+ | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 23K | $1M+ | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 100K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| IBMN | ISHARES TR | 37K | $500K+ | SH |
| IBMO | ISHARES TR | 38K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 19K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| IJH | ISHARES TR | 16K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 6K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| IBMP | ISHARES TR | 34K | $500K+ | SH |
| AVK | ADVENT CONV & INCOME FD | 73K | $500K+ | SH |
| BGRN | ISHARES TR | 17K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 12K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 38K | $500K+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| ECLN | FIRST TR EXCHANGE-TRADED FD | 24K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| USMF | WISDOMTREE TR | 15K | $500K+ | SH |
| DGRO | ISHARES TR | 12K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| GLOF | ISHARES TR | 16K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 26K | $500K+ | SH |