Modern Wealth Management, LLC - Q42025 Holdings

Modern Wealth Management, LLC holds 841 stocks with a total portfolio value of $ 5.48B as of Q42025. In Q42025, Modern Wealth Management, LLC added 95 new positions, increased stakes in 444 stocks, reduced 261 holdings, and fully exited 58 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 3.05% of the total portfolio.