Modern Wealth Management, LLC

Q1 2024 13F Detailed Holdings

Location
Lenexa, KS
Holdings as of
3/31/2024
Value ($000)
$1,064,617
Num holdings
763
Date filed
5/28/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/28/2025
Next filing
5/29/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 Orion Portfolio Solutions, LLC 028-20154
5 VISE AI Advisors
7 Advisors Capital Management, LLC 028-11543
11 Brinker Capital Investments, LLC 028-11877
3 ALLIANCEBERNSTEIN L.P. 028-10562