Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Garmin Ltd. | GRMN | 3.59K | $853.49K |
 CAVA Group, Inc. | CAVA | 3.64K | $285.98K |
 GE Vernova Inc. | GEV | 3.68K | $4.33M |
 Delta Air Lines, Inc. | DAL | 3.72K | $348.53K |
| EA ELECTRONIC ARTS INC | EA | 3.73K | $764.16K |
 MetLife, Inc. | MET | 3.84K | $324.65K |
 National Grid plc | NGG | 3.85K | $319.33K |
 Dominion Energy, Inc. | D | 3.86K | $263.86K |
 Carrier Global Corporation | CARR | 3.94K | $288.62K |
 Marvell Technology, Inc. | MRVL | 3.97K | $1.18M |
 Ross Stores, Inc. | ROST | 3.98K | $846.23K |
 Johnson Controls International plc | JCI | 4.02K | $587.7K |
 Corcept Therapeutics Incorporated | CORT | 4.13K | $359.28K |
 PACCAR Inc | PCAR | 4.16K | $500.07K |
 Prudential Financial, Inc. | PRU | 4.17K | $450.31K |
 Phillips 66 | PSX | 4.17K | $705.1K |
 Lockheed Martin Corporation | LMT | 4.22K | $2.15M |
 The J. M. Smucker Company | SJM | 4.23K | $475.56K |
 Royalty Pharma plc | RPRX | 4.25K | $238.06K |
 Edwards Lifesciences Corporation | EW | 4.25K | $384.73K |