Modern Wealth Management, LLC

Q1 2025 13F Holdings

Location
Lenexa, KS
Holdings as of
3/31/2025
Value ($000)
$3,084,828
Num holdings
670
Date filed
5/15/2025
Form type
13F-HR
Prev filing
5/30/2025
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type