Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Venture Global, Inc.VG13.03K$144.97K
Lloyds Banking Group plcLYG12.93K$75.36K
ConocoPhillipsCOP12.74K$1.32M
United Parcel Service, Inc.UPS12.67K$1.36M
Fifth Third BancorpFITB12.6K$710.35K
Unilever PLCUL12.59K$756.6K
TeraWulf Inc.WULF12.54K$309.81K
Alliant Energy CorporationLNT12.25K$934.79K
Brookfield CorporationBN11.76K$500.75K
Grid Dynamics Holdings, Inc.GDYN11.62K$66K
Navient CorporationNAVI11.5K$97.83K
Smithfield Foods, Inc.SFD11.48K$278.44K
Novo Nordisk A/SNVO11.42K$547.5K
American International Group, Inc.AIG11.34K$845.44K
Verra Mobility CorporationVRRM11.34K$48.19K
Full Truck Alliance Co. Ltd.YMM11.31K$91.84K
Ciena CorporationCIEN11.27K$5.53M
Carnival Corporation & plcCCL11.19K$319.63K
Caterpillar Inc.CAT11.14K$11.86M
The AES CorporationAES11.06K$162.18K