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Kari Haanstad

Modus Advisors, Llc

Assets Managed
$363.276M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-4.18%(2Q avg: -0.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Modus Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Modus Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 363.276M in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of -0.52%. The portfolio is managed by Kari Haanstad, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -8.03%
6.64%
$24.092M
273,272 shares@ $88.17 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -12.75%
3.28%
$11.913M
50,135 shares@ $237.63 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.43%
3.13%
$11.362M
35,415 shares@ $320.82 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.09%
2.87%
$10.403M
59,651 shares@ $174.41 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.76%
2.72%
$9.856M
34,359 shares@ $286.86 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -10.02%
2.71%
$9.819M
139,913 shares@ $70.18 avg price
JIVE
Jpm Interntl Value Etf
Recent Activity
Increased 62%
2.53%
$9.185M
107,248 shares@ $85.64 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.21%
2.23%
$8.077M
38,783 shares@ $208.27 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.08%
2.21%
$8.015M
27,247 shares@ $294.16 avg price
AAPL
Apple Inc
Recent Activity
Decreased -17.76%
2.18%
$7.886M
31,073 shares@ $253.79 avg price

1-10 of 117