Position in BRR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,908
New position
Shares Held
209,400
first reported quarter
Ownership
0.237%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 81 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $10,929,274 across 12 Capital Markets names. BRR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,071 | $3,986,600 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,273 | $2,298,841 | |
| 3 | HUT |
Hut 8 Corp.
|
15,752 | $1,818,489 | |
| 4 | SCHW |
Schwab Charles Corp
|
8,810 | $812,897 | |
| 5 | IREN |
IREN Ltd
|
8,929 | $408,323 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,279 | $376,393 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,139 | |
| 8 | WULF |
Terawulf Inc.
|
12,543 | $309,811 |
All Filings in BRR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRRWW | $37,928 | 172,400 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $56,980 | 37,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||