Long-term investor
Modern Wealth Management, LLC @modernwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001900).
Record
- Tracked since 2025-06-30 (472 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days +1.1% · 6 months +3.1% · 1 year +4.4% · all +4.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316188309 · 4.4% · long · since 2025-06-30
- 46641Q670 · 2.4% · long · since 2025-06-30
- 78464A854 · 2.4% · long · since 2025-06-30
- 746729300 · 2.3% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- 47103U845 · 1.8% · long · since 2025-06-30
- 464287200 · 1.8% · long · since 2025-06-30
- 025072703 · 1.6% · long · since 2025-06-30
- 46434V282 · 1.6% · long · since 2025-06-30
- 025072604 · 1.6% · long · since 2025-06-30
- 78462F103 · 1.6% · long · since 2025-06-30
- 922908769 · 1.5% · long · since 2025-06-30