Modern Wealth Management, LLC Portfolio Holdings
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,333
- Current Value $5.05 Trillion
- Prior Value $51.9 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 75 stocks
- Additional Purchases 369 stocks
- Sold out of 0 stocks
- Reduced holdings in 311 stocks