Modern Wealth Management, LLC
Top Portfolio Positions
455 positions ·
$1,304,570,926 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
517,048 | $131,221,608 | 10.06% |
| MSFT |
Microsoft Corp
Technology
|
228,219 | $84,479,825 | 6.48% |
| QQQ |
Invesco Qqq Trust, Series 1
|
126,602 | $73,072,142 | 5.60% |
| SPY |
Spdr S&P 500 Etf Trust
|
87,399 | $56,839,065 | 4.36% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
163,931 | $48,221,939 | 3.70% |
| NVDA |
Nvidia Corp
Technology
|
225,035 | $39,246,101 | 3.01% |
| GOOGL |
Alphabet Inc.
Communication Services
|
135,293 | $38,904,852 | 2.98% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
176,427 | $36,744,447 | 2.82% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
99,042 | $33,471,242 | 2.57% |
| HON |
Honeywell International Inc
Industrials
|
126,268 | $28,540,353 | 2.19% |
Portfolio Trend
Holdings in ACP
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,408 | 22,237 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,302 | 22,237 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $164,116 | 28,296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $221,373 | 37,521 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $225,439 | 37,762 | Shares | Sole | 2025-05-30 | |
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