Modern Wealth Management, LLC

Position in ADBE — Adobe Inc.

CIK 2001900 KANSAS CITY, MO

Position in ADBE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$696,861

-$407,450 QoQ

Shares Held

3,399

-25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,039

of 1,959 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $14,478,485 across 18 Software - Application names. ADBE ranks #9 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	13,953	$2,185,873
2	PAYX	Paychex Inc	20,564	$2,022,055
3	FICO	Fair Isaac Corp	1,682	$2,009,618
4	UBER	Uber Technologies, Inc	21,339	$1,539,820
5	ADP	Automatic Data Processing Inc	6,462	$1,447,162
6	CDNS	Cadence Design Systems Inc	2,339	$877,872
7	SAP	Sap SE	5,546	$854,690
8	MSTR	Strategy Inc	8,403	$730,471

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,861	3,399	-25.2%	Shares	Other	2026-08-14
2026-03-31	$1,104,311	4,543	+3.7%	Shares	Other	2026-05-14
2025-12-31	$1,533,653	4,382	-56.5%	Shares	Other	2026-02-17
2025-09-30	$3,552,895	10,072	+1.6%	Shares	Other	2025-11-12
2025-06-30	$3,833,978	9,910	+4.1%	Shares	Other	2025-11-12
2025-03-31	$3,650,436	9,518	+62.6%	Shares	Other	2025-06-02
2024-12-31	$2,602,265	5,852	+7.8%	Shares	Other	2025-05-30
2024-09-30	$2,812,061	5,431	+6.5%	Shares	Other	2025-05-30
2024-06-30	$2,832,140	5,098	-6.9%	Shares	Other	2025-05-29
2024-03-31	$2,764,197	5,478	+560.0%	Shares	Other	2025-05-29
2023-12-31	$495,177	830	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.