Holdings
Modern Wealth Management, LLC
As of Jun 30, 2026, Modern Wealth Management, LLC reported 504 positions worth US$1.48B. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 615K | US$178M | +97,771 | Jun 30, 2026 |
| Microsoft Corp. | 303K | US$113M | +76,288 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 256K | US$91.6M | +27,873 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 189K | US$61.9M | +25,089 | Jun 30, 2026 |
| Nvidia Corporation | 297K | US$59.4M | +71,791 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 118K | US$59M | +9,521 | Jun 30, 2026 |
| Amazon.com, Inc. | 214K | US$51.1M | +38,031 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 80,462 | US$38.4M | −18,580 | Jun 30, 2026 |
| Nextera Energy, Inc. | 273K | US$24M | +8,496 | Jun 30, 2026 |
| Micron Technology, Inc. | 19,318 | US$22.3M | −308 | Jun 30, 2026 |