Modern Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $27.51M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $27.47M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $27.37M | 0.5% |
| GLOBAL X FDS | $26.77M | 0.5% |
| CAPITAL GROUP DIVIDEND VALUE | $26.72M | 0.5% |
| Alphabet Inc. | $26.58M | 0.5% |
| SPDR SERIES TRUST | $25.75M | 0.5% |
| HONEYWELL INTERNATIONAL INC | $24.68M | 0.5% |
| SPDR SERIES TRUST | $24.64M | 0.4% |
| INVESCO EXCH TRADED FD TR II | $24.08M | 0.4% |
| ISHARES GOLD TR | $23.58M | 0.4% |
| VANECK MERK GOLD ETF | $23.58M | 0.4% |
| HARTFORD FDS EXCHANGE TRADED | $22.37M | 0.4% |
| SPDR SERIES TRUST | $21.44M | 0.4% |
| ISHARES TR | $21.44M | 0.4% |
| NEXTERA ENERGY INC | $21.13M | 0.4% |
| iShares MSCI UAE ETF | $21.12M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $20.82M | 0.4% |
| iShares MSCI UAE ETF | $20.59M | 0.4% |
| ISHARES TR | $20.48M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $20.23M | 0.4% |
| iShares MSCI UAE ETF | $20.06M | 0.4% |
| AMERICAN CENTY ETF TR | $19.84M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $19.26M | 0.4% |
| CHEVRON CORP | $19.20M | 0.4% |
| ISHARES INC | $19.11M | 0.3% |
| BNY MELLON ETF TRUST | $18.64M | 0.3% |
| ISHARES TR | $18.26M | 0.3% |
| FIRST TR EXCHANGE TRADED FD | $18.06M | 0.3% |
| AMERICAN EXPRESS CO | $16.82M | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $16.43M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $16.20M | 0.3% |
| ISHARES TR | $16.19M | 0.3% |
| SCHWAB STRATEGIC TR | $16.01M | 0.3% |
| BRITISH AMERN TOB PLC | $15.95M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $15.92M | 0.3% |
| SELECT SECTOR SPDR TR | $15.88M | 0.3% |
| WISDOMTREE TR | $15.38M | 0.3% |
| INVESCO EXCH TRADED FD TR II | $15.34M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $14.81M | 0.3% |
| ISHARES TR | $14.71M | 0.3% |
| iShares MSCI UAE ETF | $14.70M | 0.3% |
| EXXON MOBIL CORP | $14.39M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $14.16M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $14.12M | 0.3% |
| ELI LILLY & Co | $14.06M | 0.3% |
| ISHARES TR | $13.93M | 0.3% |
| First Trust Exchange-Traded Fund VIII | $13.71M | 0.2% |
| PIMCO ETF TR | $13.69M | 0.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $13.61M | 0.2% |