Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 4.28K | $396.92K |
 GSK plc | GSK | 4.32K | $226.58K |
 Royal Bank of Canada | RY | 4.36K | $902.23K |
 Five Star Bancorp | FSBC | 4.37K | $212.82K |
 Nutrien Ltd. | NTR | 4.38K | $275.67K |
 Shopify Inc. | SHOP | 4.39K | $501.82K |
 Lowe's Companies, Inc. | LOW | 4.47K | $986.7K |
 EOG Resources, Inc. | EOG | 4.48K | $581.21K |
 Aon plc | AON | 4.5K | $1.49M |
 Deere & Company | DE | 4.52K | $2.87M |
 Cheniere Energy, Inc. | LNG | 4.57K | $1.09M |
 Planet Fitness, Inc. | PLNT | 4.59K | $239.41K |
 Badger Meter, Inc. | BMI | 4.7K | $696.64K |
 RLI Corp. | RLI | 4.72K | $279.13K |
 Zions Bancorporation, National Association | ZION | 4.79K | $331.3K |
 Qorvo, Inc. | QRVO | 4.82K | $449.75K |
 Marriott International, Inc. | MAR | 4.91K | $1.82M |
 Vulcan Materials Company | VMC | 4.93K | $1.45M |
 BorgWarner Inc. | BWA | 4.93K | $327.44K |
 PayPal Holdings, Inc. | PYPL | 5.09K | $219.82K |