Modern Wealth Management, LLC

Q2 2025 13F Detailed Holdings

Location: Lenexa, KS
Holdings as of: 6/30/2025
Value ($000): $4,006,154
Num holdings: 2,162
Date filed: 8/14/2025
Form type: 13F-HR
Prev filing: 6/2/2025
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

Compare Q2 2025 to

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	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
11	Orion Porfolio Solutions, LLC	028-11877
12	Greenrock Research, Inc.
16	Gitterman Wealth Management, LLC	028-21229