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.