Modern Wealth Management, LLC

Position in F — Ford Motor Co

CIK 2001900 KANSAS CITY, MO

Position in F

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

Position Value

$499,926

+$178,528 QoQ

Shares Held

35,966

+29.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#754

of 1,726 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $16,204,730 across 6 Auto Manufacturers names. F ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	35,452	$14,911,108
2	F	Ford Motor Co This page	35,966	$499,926
3	RIVN	Rivian Automotive, Inc. / DE	15,547	$269,739
4	GM	General Motors Co	3,049	$235,016
5	TM	Toyota Motor Corp/	1,250	$210,523
6	NIO	NIO Inc.	15,498	$78,418

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,926	35,966	+29.1%	Shares	Other	2026-08-14
2026-03-31	$321,398	27,851	+1.0%	Shares	Other	2026-05-14
2025-12-31	$361,862	27,581	+1.3%	Shares	Other	2026-02-17
2025-09-30	$325,597	27,224	-15.0%	Shares	Other	2025-11-12
2025-06-30	$347,664	32,043	+43.3%	Shares	Other	2025-11-12
2025-03-31	$224,218	22,355	-6.5%	Shares	Other	2025-06-02
2024-12-31	$236,806	23,920	-5.9%	Shares	Other	2025-05-30
2024-09-30	$268,339	25,411	-0.4%	Shares	Other	2025-05-30
2024-06-30	$319,943	25,514	-1.9%	Shares	Other	2025-05-29
2024-03-31	$345,292	26,001	+20.3%	Shares	Other	2025-05-29
2023-12-31	$263,484	21,615	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.