Modern Wealth Management, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$5.1B

Holdings

804

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (804 positions)

StockValue
ABEVAMBEV SA
$25K
CRBUCARIBOU BIOSCIENCES INC
$23K
MKLMARKEL GROUP INC
$5K
BRK-BBERKSHIRE HATHAWAY INC DEL
$5K
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