Modern Wealth Management, LLC

Q1 2025 13F Detailed Holdings

Location
Lenexa, KS
Holdings as of
3/31/2025
Value ($000)
$3,124,323
Num holdings
1,871
Date filed
6/2/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/30/2025
Next filing
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
3 ALLIANCEBERNSTEIN L.P. 028-10562
5 VISE AI Advisors
7 Advisors Capital Management, LLC 028-11543
8 SpiderRock Advisors, LLC 028-18017
9 Aperio Group, LLC 028-11964
10 Palladiem, LLC
11 Brinker Capital Investments, LLC 028-11877
12 Greenrock Research, Inc.
13 3EDGE Asset Management, LP 028-17691