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Home > Institutional Investor > Modern Wealth Management, Llc > Profile

Instuitional Investor - Modern Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Modern Wealth Management, Llc
Portfolio Value $5,054,343,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 2,551,175 $129,548,689 2.56%
2.
Invesco Qqq Tr
 212,798 $127,757,771 2.53%
3.
Spdr Series Trust
 1,486,905 $119,918,903 2.37%
4.
Apple Inc.
 AAPL 460,772 $117,326,268 2.32%
5.
Ishares Trust
 IEF 858,560 $103,645,466 2.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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