13F Filings History of Modern Wealth Management, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$5,479,837,645
Signature - Title
James Rankin - Chief Compliance Officer
Location
Lenexa, KS
Summary
This page shows a list of all the recent 13F filings made by Modern Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Modern Wealth Management, LLC reported 842 stock holdings with total value $5,479,837,645 as of Q4 2025. Top holdings included FBND, AAPL, JAAA, SPTM, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 842 $5,479,837,645 +$643,245,814 -$275,509,397 +$367,736,417 FBND, AAPL, JAAA, SPTM, QQQ 13F-HR 17 Feb 2026, 10:06
Q3 2025 805 $5,050,310,678 +$1,095,978,668 -$311,458,253 +$784,520,415 JAAA, QQQ, SPTM, AAPL, IVW 13F-HR 12 Nov 2025, 09:47
Q2 2025 780 $4,026,533,866 +$1,064,826,467 -$366,155,884 +$698,670,583 QQQ, SPTM, IVW, JAAA, VTI Restatement 12 Nov 2025, 09:12
Q1 2025 7 $1,424,304 $0 $0 $0 A, KEYS, WCN, SPLV, IBB New Holdings 30 May 2025, 17:46
Q1 2025 675 $3,124,918,326 +$706,738,585 -$213,193,795 +$493,544,790 SPTM, SPY, IVW, JAAA, DIA Restatement 30 May 2025, 17:32
Q4 2024 12 $4,641,842 $0 $0 $0 CRL, SW, ALLE, ETHE, PGX New Holdings 30 May 2025, 15:42
Q4 2024 580 $2,677,831,025 +$1,370,479,267 -$314,557,803 +$1,055,921,464 SPTM, IVW, SPY, AAPL, IVE Restatement 30 May 2025, 15:30
Q3 2024 1 $301,784 $0 $0 $0 DKS New Holdings 30 May 2025, 13:21
Q3 2024 435 $1,631,560,421 +$345,089,644 -$126,017,607 +$219,072,037 STIP, QQQ, SPY, IVW, EFA Restatement 30 May 2025, 13:03
Q2 2024 36 $52,163,203 $0 $0 $0 MDY, FTSM, NMCO, MYD, USB New Holdings 29 May 2025, 10:21
Q2 2024 404 $1,355,042,859 +$509,268,560 -$242,419,174 +$266,849,386 QQQ, STIP, IVW, SPY, IJK Restatement 29 May 2025, 10:05
Q1 2024 9 $12,293,840 $0 $0 $0 FSK, ADSK, BERY, GXO, WDAY New Holdings 28 May 2025, 19:03
Q1 2024 297 $1,076,911,259 +$379,933,083 -$138,129,127 +$241,803,956 STIP, INVESCO QQQ TR, SPY, IVW, IVE Restatement 28 May 2025, 18:53
Q4 2023 7 $1,674,899 $0 $0 $0 ELV, MPC, VGT, JPM, PFE New Holdings 28 May 2025, 13:58
Q4 2023 184 $790,531,598 $0 $0 $0 STIP, QQQ, IVW, SPY, IVE Restatement 28 May 2025, 13:46