Filer Snapshot

Modus Advisors, LLC

CIK 0001799284. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

26

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001799284.

View Source Filing
Business address
23505 Smithtown Road, #290, Excelsior, MN, 55331
Top securities (13F)
IAU, QQQM, VTI, NVDA, GOOG, DGRO, JIVE, AMZN, JPM, AAPL, CAT, LQD, COWZ, FESM, XOP, RSP, QQQ, SHY, IBIT, and AGG
State of incorporation
MN
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Modus Advisors, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $363.28M across 117 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IAU at $24.09M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 117 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

IAU

6.6%

Ishares Gold Trust

$24.09M

QQQM

3.3%

Invesco Nasdaq 100 Etf

$11.91M

VTI

3.1%

Vanguard Total Stock Market Etf

$11.36M

NVDA

2.9%

Nvidia Corporation Com

$10.4M

GOOG

2.7%

Alphabet Inc Cap Stk Cl C

$9.86M

Latest update

What changed recently for Modus Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

Modus Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Modus Advisors, LLC has filed 26 SEC EDGAR filings since 14 Jan 2020. Common forms include 13F-HR.

Modus Advisors, LLC SEC filings Modus Advisors, LLC 13F portfolio

Latest Filings

Recent SEC filings for Modus Advisors, LLC with direct links to document and filing folders.

13F-HR File 028-19655

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
07 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19655

13F-HR filing

Filing date
01 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
03 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-19655

13F-HR filing

Filing date
09 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-19655

13F-HR filing

Filing date
02 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
02 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
04 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
20 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
04 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
04 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
08 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
01 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
05 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
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13F-HR File 028-19655

13F-HR filing

Filing date
08 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
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13F-HR File 028-19655

13F-HR filing

Filing date
01 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
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13F-HR File 028-19655

13F-HR filing

Filing date
01 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR File 028-19655

13F-HR filing

Filing date
08 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19655

13F-HR filing

Filing date
14 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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About this filer

Modus Advisors, LLC files with the SEC under CIK 0001799284. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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