Modern Wealth Management, LLC
Modern Wealth Management, LLC is a Trust / Endowment institutional filer with the SEC under CIK 2001900, reporting 1,101 portfolio positions, with 17 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: CA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-13
Top 10 portfolio positions
The largest reported holdings in Modern Wealth Management, LLC's most recent 13F filing, ranked by reported market value.
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