Modern Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.05 Trillion distributed in 2333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $130B, Invesco Qqq Trust, Series 1 with a value of $128B, Spdr Portfolio S&P 1500 Compos with a value of $120B, Apple Inc. with a value of $117B, and Microsoft Corp with a value of $104B.
Examining the 13F form we can see an increase of $5T in the current position value, from $51.9B to 5.05T.
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
$5.05 Trillion
Technology: $381 Billion
Financial Services: $212 Billion
ETFs: $146 Billion
Communication Services: $84.7 Billion
Industrials: $78.4 Billion
Consumer Cyclical: $68.8 Billion
Healthcare: $63.1 Billion
Consumer Defensive: $60.2 Billion
Other: $118 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
