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Modern Wealth Management, LLCETFDiversified active

CIK: 0002001900 | KANSAS CITY, MO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR3022$8.4B2026-08-14SEC ↗
Q1 2026
13F-HR2570$5.8B2026-05-14SEC ↗
Q4 2025
13F-HR2458$5.5B2026-02-17SEC ↗
Q3 2025
13F-HR2333$5.1B2025-11-12SEC ↗
Q2 2025Amended
13F-HR/A2162$4.0B2025-08-14SEC ↗
Q1 2025Amended
13F-HR/A17$4.3M2025-06-02SEC ↗
Q1 2025Amended
13F-HR/A1322$3.1B2025-05-15SEC ↗
Q4 2024Amended
13F-HR/A22$4.4M2025-05-30SEC ↗
Q4 2024Amended
13F-HR/A26$4.6M2025-05-30SEC ↗
Q4 2024Amended
13F-HR/A1344$2.5B2025-05-30SEC ↗
Q4 2024Amended
13F-HR/A619$2.9B2025-02-11SEC ↗
Q3 2024Amended
13F-HR/A446$1.6B2024-11-05SEC ↗
Q3 2024Amended
13F-HR/A1115$1.6B2025-05-30SEC ↗
Q2 2024Amended
13F-HR/A958$1.3B2025-05-29SEC ↗
Q2 2024Amended
13F-HR/A411$1.4B2024-08-08SEC ↗
Q1 2024Amended
13F-HR/A26$12.3M2025-05-29SEC ↗
Q1 2024Amended
13F-HR/A323$1.1B2024-05-13SEC ↗
Q4 2023Amended
13F-HR/A17$1.7M2025-05-28SEC ↗
Q4 2023Amended
13F-HR/A184$747.1M2024-02-14SEC ↗