Modern Wealth Management, LLC

Q1 2025 13F Detailed Holdings

Location
Lenexa, KS
Holdings as of
3/31/2025
Value ($000)
$3,084,828
Num holdings
1,322
Date filed
5/15/2025
Form type
13F-HR
Prev filing
5/30/2025
Next filing
11/12/2025
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
3 Orion Portfolio Solutions, LLC 028-20154
1 ALLIANCEBERNSTEIN L.P. 028-10562
4 SpiderRock Advisors, LLC 028-18017
5 VISE AI Advisors
7 Advisors Capital Management, LLC 028-11543