Modern Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.78 Billion distributed in 2162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $125M, Spdr Portfolio S&P 1500 Compos with a value of $120M, Ishares S&P 500 Growth ETF with a value of $119M, Janus Detroit Str Tr Janus Hen with a value of $115M, and Spdr S&P 500 ETF Trust with a value of $85M.
Examining the 13F form we can see an increase of $740M in the current position value, from $3.04B to 3.78B.
Modern Wealth Management, LLC is based out at Lenexa, KS
Below you can find more details about Modern Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.78 Billion
ETFs: $2.92 Billion
Technology: $258 Million
Financial Services: $170 Million
Industrials: $74.1 Million
Healthcare: $59.9 Million
Energy: $50.1 Million
Communication Services: $48.2 Million
Consumer Cyclical: $48 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
