Modern Wealth Management, LLC

Q2 2025 13F Holdings Report, Restatement, Options Holdings

Signature - Title
James Rankin - Chief Compliance Officer
Location
Lenexa, KS
Options holdings as of
June 30, 2025
Notional value $
$0
Number of holdings
0
Date filed
11/12/2025, 09:12 AM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q1 2025 - Jun 2, 2025
Stock holdings
Showing options holdings, see here for stock holdings

Modern Wealth Management, LLC didn't report any options holdings as of Q2 2025. Check stock holdings.

Filing 2025 Q2 - Restatement compared to 2025 Q1 - Restatement by default.
* 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 11/12/2025

Other Included Managers (9):

Num Name Location File Number
2 Orion Portfolio Solutions, LLC Omaha, NE 028-20154
3 Alliancebernstein L.P. Nashville, TN 028-10562
5 VISE AI Advisors
7 Advisors Capital Management, LLC Ridgewood, NJ 028-11543
8 SpiderRock Advisors, LLC Wilimington, DE 028-18017
9 Aperio Group, LLC Sausalito, CA 028-11964
11 Brinker Capital Investments, LLC Berwyn, PA 028-11877
12 Greenrock Research, Inc.
16 Gitterman Wealth Management, LLC Edison, NJ 028-21229