Modern Wealth Management, LLC

Position in COHR — Coherent Corp.

CIK 2001900 KANSAS CITY, MO

Position in COHR

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

Position Value

$530,165

+$237,883 QoQ

Shares Held

1,344

+9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#831

of 1,295 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $3,948,234 across 6 Scientific & Technical Instruments names. COHR ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEYS	Keysight Technologies, Inc.	3,050	$1,067,712
2	GRMN	Garmin Ltd	3,592	$853,241
3	BMI	Badger Meter Inc	4,695	$696,642
4	COHR	Coherent Corp. This page	1,344	$530,165
5	MKSI	Mks Inc	987	$439,016
6	TDY	Teledyne Technologies Inc	542	$361,458

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,165	1,344	+9.5%	Shares	Other	2026-08-14
2026-03-31	$292,282	1,227	+5.2%	Shares	Other	2026-05-14
2025-12-31	$215,206	1,166	—	Shares	Other	2026-02-17
No filing history on record for this holder in this stock.