Modern Wealth Management, LLC - Portfolio overview

Modern Wealth Management, LLC has 971 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. PVAL - PUTNAM ETF TRUST, 3.73%
2. IVV - ISHARES TR, 3.60%
3. SPYM - SPDR SERIES TRUST, 3.28%

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

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