Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 614.82K | $177.9M |
 Franklin Resources, Inc. | BEN | 391.01K | $13.01M |
 Kinder Morgan, Inc. | KMI | 358.45K | $11.46M |
 FS KKR Capital Corp. | FSK | 308.99K | $3.24M |
 Microsoft Corporation | MSFT | 302.81K | $112.95M |
 NVIDIA Corporation | NVDA | 296.83K | $59.39M |
 British American Tobacco p.l.c. | BTI | 280.97K | $17.35M |
 NextEra Energy, Inc. | NEE | 273K | $23.96M |
 iShares Defense Industrials Act | IDEF | 228.35K | $7.26M |
 Amazon.com, Inc. | AMZN | 214.46K | $51.11M |
 JPMorgan Chase & Co. | JPM | 189.02K | $61.87M |
 FS Credit Opportunities Corp. | FSCO | 169.83K | $847.47K |
 Exxon Mobil Corporation | XOM | 151.92K | $20.77M |
 Alphabet Inc. | GOOGL | 146.58K | $52.38M |
 Verizon Communications Inc. | VZ | 143.74K | $6.09M |
 AT&T Inc. | T | 131.36K | $2.72M |
 Cisco Systems, Inc. | CSCO | 123.61K | $14.52M |
 Alphabet Inc. | GOOG | 110.88K | $39.18M |
 Berkshire Hathaway Inc. | BRK-B | 107.51K | $53.8M |
 Walmart Inc. | WMT | 101.89K | $11.54M |