Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

EXEL holding history

Exelixis, Inc. in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXEL overview All 13F holders of EXEL Full Q2 2026 holdings

Shares (Q2 2026): 6,897
Value: $375.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of EXEL by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,897	$375.3K	<0.1%	+6,897	New	Holders
Q2 2025	0	$0	0.0%	−6,797−100.0%	Sold out	Holders
Q1 2025	6,797	$250.9K	<0.1%	+6,797	New	Holders