Modern Wealth Management, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2001900
KANSAS CITY, MO
Position in HLT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,259
New position
Shares Held
721
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#981
of 1,283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 21%
Shared 0%
None 79%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,058,964 across 2 Lodging names. HLT ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
4,913 | $1,820,705 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
721 | $238,259 |
All Filings in HLT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,259 | 721 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||