Q1 2026 · 13F-HR
Modern Wealth Management, LLCholdings as filed
Filed 2026-05-14 · accession 0002001900-26-000006
$0
Reported value
0
Positions
2026-03-31
Period end
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.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.