MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 495K | $134.57M |
 | BEN | 404K | $9.65M |
 | KMI | 397K | $10.91M |
 | FSK | 359K | $5.32M |
 | BTI | 282K | $15.95M |
 | NEE | 263K | $21.13M |
 | WIT | 219K | $622.20K |
 | MSFT | 208K | $100.66M |
 | NVDA | 188K | $35.13M |
 | FSCO | 182K | $1.14M |
 | AMZN | 162K | $37.42M |
 | JPM | 158K | $50.97M |
 | GOOGL | 134K | $41.88M |
 | HON | 126K | $24.68M |
 | CVX | 126K | $19.20M |
 | XOM | 120K | $14.39M |
 | GBCI | 114K | $5.02M |
 | CSCO | 109K | $8.42M |
 | PECO | 105K | $3.74M |
 | TSM | 101K | $30.63M |
Apple Inc.
AAPL
Shares Held
495K
Value
$134.57M
Franklin Resources, Inc.
BEN
Shares Held
404K
Value
$9.65M
Kinder Morgan, Inc.
KMI
Shares Held
397K
Value
$10.91M
FS KKR Capital Corp.
FSK
Shares Held
359K
Value
$5.32M
British American Tobacco p.l.c.
BTI
Shares Held
282K
Value
$15.95M
NextEra Energy, Inc.
NEE
Shares Held
263K
Value
$21.13M
Wipro Limited
WIT
Shares Held
219K
Value
$622.20K
Microsoft Corporation
MSFT
Shares Held
208K
Value
$100.66M
NVIDIA Corporation
NVDA
Shares Held
188K
Value
$35.13M
FS Credit Opportunities Corp.
FSCO
Shares Held
182K
Value
$1.14M
Amazon.com, Inc.
AMZN
Shares Held
162K
Value
$37.42M
JPMorgan Chase & Co.
JPM
Shares Held
158K
Value
$50.97M
Alphabet Inc.
GOOGL
Shares Held
134K
Value
$41.88M
Honeywell International Inc.
HON
Shares Held
126K
Value
$24.68M
Chevron Corporation
CVX
Shares Held
126K
Value
$19.20M
Exxon Mobil Corporation
XOM
Shares Held
120K
Value
$14.39M
Glacier Bancorp, Inc.
GBCI
Shares Held
114K
Value
$5.02M
Cisco Systems, Inc.
CSCO
Shares Held
109K
Value
$8.42M
Phillips Edison & Company, Inc.
PECO
Shares Held
105K
Value
$3.74M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
101K
Value
$30.63M