SEC Form 13F

Modern Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$8,395,465,303
Positions1,111

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$368,934,5618,110,234
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$201,883,0504,300,875
SPDR SERIES TRUSTSPYMST STR P500ETF$198,488,9372,258,636
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$194,075,0173,809,127
APPLE INCAAPLCOM$177,903,829614,819
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$149,339,7872,957,809
ISHARES TRIVVCORE S&P500 ETF$148,716,219198,582
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$137,569,7831,542,262
ISHARES TRLRGFU S EQUITY FACTR$136,953,5061,810,836
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$133,061,1251,379,015

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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