Notify me when Modern Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 805 | $5.05B | +$1.1B | -$311M | +$785M | JAAA, QQQ, SPTM, AAPL, IVW | 13F-HR | 11/12/2025, 09:47 AM |
| Q2 2025 | 780 | $4.03B | +$1.06B | -$366M | +$699M | QQQ, SPTM, IVW, JAAA, VTI | Restatement | 11/12/2025, 09:12 AM |
| Q1 2025 | 7 | $1.42M | $0 | $0 | A, KEYS, WCN, SPLV, IBB | New Holdings | 5/30/2025, 05:46 PM | |
| Q1 2025 | 675 | $3.12B | +$707M | -$213M | +$494M | SPTM, SPY, IVW, JAAA, DIA | Restatement | 5/30/2025, 05:32 PM |
| Q4 2024 | 12 | $4.64M | $0 | $0 | CRL, SW, ALLE, ETHE, PGX | New Holdings | 5/30/2025, 03:42 PM | |
| Q4 2024 | 580 | $2.68B | +$1.37B | -$315M | +$1.06B | SPTM, IVW, SPY, AAPL, IVE | Restatement | 5/30/2025, 03:30 PM |
| Q3 2024 | 1 | $302K | $0 | $0 | DKS | New Holdings | 5/30/2025, 01:21 PM | |
| Q3 2024 | 435 | $1.63B | +$345M | -$126M | +$219M | STIP, QQQ, SPY, IVW, EFA | Restatement | 5/30/2025, 01:03 PM |
| Q2 2024 | 36 | $52.2M | $0 | $0 | MDY, FTSM, NMCO, MYD, USB | New Holdings | 5/29/2025, 10:21 AM | |
| Q2 2024 | 404 | $1.36B | +$509M | -$242M | +$267M | QQQ, STIP, IVW, SPY, IJK | Restatement | 5/29/2025, 10:05 AM |
| Q1 2024 | 9 | $12.3M | $0 | $0 | FSK, ADSK, BERY, GXO, WDAY | New Holdings | 5/28/2025, 07:03 PM | |
| Q1 2024 | 297 | $1.08B | +$380M | -$138M | +$242M | STIP, SPY, IVW, IVE, DIA | Restatement | 5/28/2025, 06:53 PM |
| Q4 2023 | 7 | $1.67M | $0 | $0 | ELV, MPC, VGT, JPM, PFE | New Holdings | 5/28/2025, 01:58 PM | |
| Q4 2023 | 184 | $791M | $0 | $0 | STIP, QQQ, IVW, SPY, IVE | Restatement | 5/28/2025, 01:46 PM |