Modus Advisors, LLC - Portfolio overview

Modus Advisors, LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TRUST, 6.49%
2. QQQM - INVESCO NASDAQ 100 ETF, 3.21%
3. VTI - VANGUARD TOTAL STOCK MARKET ETF, 3.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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