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Manager record

Modern Wealth Management, LLC

Kansas City, MO · CIK 2001900 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$8.40BReported 13F valueQ2 2026 · as filed
3,022Holdings listed
+43.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.1B$4.1BQ2 20252,246 holdingsQ3 2025: $5.1B$5.1BQ3 20252,333 holdingsQ4 2025: $5.5B$5.5BQ4 20252,458 holdingsQ1 2026: $5.8B$5.8BQ1 20262,570 holdingsQ2 2026: $8.4B$8.4BQ2 20263,022 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$8.40B · 3,022 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$5.84B · 2,570 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$5.48B · 2,458 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$5.05B · 2,333 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR/A · period Q2 2025

$4.06B · 2,246 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$4.01B · 2,162 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology