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Institutional

Modern Wealth Management, LLC

CIK 0002001900
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Modern Wealth Management, LLC · Q1 2026

AI · grounded in 13F

Modern Wealth Management, LLC closed its position in FBND for a reduction of $167.0M. The fund also exited positions in AAPL and JAAA, reducing holdings by $134.6M and $132.5M respectively. In total, the fund reduced 841 positions during the period.

Portfolio · Q1 2026

Top holdings

No holdings ingested yet.

Source: SEC EDGAR · accession 0002001900-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.