Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Glacier Bancorp, Inc. | GBCI | 100.79K | $5.2M |
 Bank of America Corporation | BAC | 97.01K | $5.53M |
 Phillips Edison & Co. | PECO | 96.85K | $4.03M |
 Chevron Corporation | CVX | 85.56K | $14.18M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 80.46K | $38.43M |
 Starwood Property Trust, Inc. | STWD | 80.07K | $1.31M |
 AbbVie Inc. | ABBV | 79.72K | $20.06M |
 Pfizer Inc. | PFE | 79.12K | $1.91M |
 The Coca-Cola Company | KO | 77.5K | $6.3M |
 The Procter & Gamble Company | PG | 74.02K | $10.85M |
 Intel Corp. | INTC | 71.01K | $9.91M |
 American Healthcare REIT, Inc. | AHR | 67.17K | $3.5M |
 Honeywell International Inc. | HON | 63.06K | $14.12M |
 Telefônica Brasil S.A. | VIV | 60.3K | $793.58K |
 RTX Corporation | RTX | 58.48K | $11.09M |
 Abbott Laboratories | ABT | 58.4K | $5.3M |
 Ares Capital Corporation | ARCC | 58.35K | $1.08M |
 Johnson & Johnson | JNJ | 57.33K | $14.56M |
 Hewlett Packard Enterprise Company | HPE | 55.23K | $2.49M |
 Merck & Co., Inc. | MRK | 54.13K | $6.96M |