Modern Wealth Management, LLC - Q12026 Holdings

Modern Wealth Management, LLC holds 870 stocks with a total portfolio value of $ 5.84B as of Q12026. In Q12026, Modern Wealth Management, LLC added 113 new positions, increased stakes in 392 stocks, reduced 332 holdings, and fully exited 84 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 3.92% of the total portfolio.