Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Deckers Outdoor CorporationDECK2.05K$203.44K
Entergy CorporationETR2.08K$239.39K
PulteGroup, Inc.PHM2.09K$286.63K
NRG Energy, Inc.NRG2.13K$311.49K
The Travelers Companies, Inc.TRV2.14K$705.93K
M&T Bank CorporationMTB2.18K$518.23K
Tenet Healthcare CorporationTHC2.23K$417.75K
The Goldman Sachs Group, Inc.GS2.27K$2.3M
Becton, Dickinson and CompanyBDX2.29K$347.14K
Tapestry, Inc.TPR2.31K$338.76K
Elevance Health Inc.ELV2.32K$897.02K
Cadence Design Systems, Inc.CDNS2.34K$877.87K
Quanta Services, Inc.PWR2.35K$1.69M
Veralto CorporationVLTO2.35K$208.55K
Howmet Aerospace Inc.HWM2.36K$633.85K
Linde plcLIN2.36K$1.22M
CRH plcCRH2.41K$257.41K
Intuitive Surgical, Inc.ISRG2.41K$957.61K
Rocket Lab USA, Inc.RKLB2.42K$246.4K
Qnity Electronics, Inc.Q2.45K$400.6K