Modern Wealth Management, LLC

Q1 2025 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
James Rankin - Chief Compliance Officer
Location
Lenexa, KS
Holdings as of
31 Mar 2025
Value $
$1,424,304
Num holdings
7
Filing time
30 May 2025, 17:46:07 UTC
Form type
13F-HR/A-2 - New Holdings
Description
Top holdings included A, KEYS, WCN, SPLV, and IBB.
Previous filing
Q4 2024 - 30 May 2025
Next filing
Q2 2025 - 12 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Rankin Chief Compliance Officer Lenexa, Kansas 30 May 2025

Other Included Managers (5):

Num Name Location File Number
2 Orion Portfolio Solutions, LLC Omaha, NE 028-20154
5 VISE AI Advisors
8 SpiderRock Advisors, LLC Wilimington, DE 028-18017
9 Aperio Group, LLC Sausalito, CA 028-11964
11 Orion Porfolio Solutions, LLC Omaha, NE 028-11877