Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SBA Communications CorporationSBAC1.42K$250.6K
AppLovin CorporationAPP1.42K$732.66K
Darden Restaurants, Inc.DRI1.42K$293.38K
Arthur J. Gallagher & Co.AJG1.46K$334.89K
L3Harris Technologies, Inc.LHX1.47K$428.01K
Cincinnati Financial CorporationCINF1.47K$272.57K
Snap-on IncorporatedSNA1.51K$607K
Vertex Pharmaceuticals IncorporatedVRTX1.51K$750.06K
Parker-Hannifin CorporationPH1.53K$1.49M
Air Products and Chemicals, Inc.APD1.53K$448.56K
West Pharmaceutical Services, Inc.WST1.54K$552.21K
Markel CorporationMKL1.54K$3.01M
Danaher CorporationDHR1.54K$293.69K
DuPont de Nemours, Inc.DD1.56K$212K
Autodesk, Inc.ADSK1.57K$305.24K
Digital Realty Trust, Inc.DLR1.61K$288.72K
Biogen Inc.BIIB1.63K$351.1K
Roku, Inc.ROKU1.63K$225.03K
FactSet Research Systems Inc.FDS1.63K$375.33K
The Sherwin-Williams CompanySHW1.63K$562.15K