Modern Wealth Management, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 2001900
KANSAS CITY, MO
Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,139
+$126,677 QoQ
Shares Held
3,362
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#921
of 1,387 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $10,929,274 across 12 Capital Markets names. HOOD ranks #7 (3.1% 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.
This page
|
3,362 | $337,139 | |
| 8 | WULF |
Terawulf Inc.
|
12,543 | $309,811 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,139 | 3,362 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $210,462 | 3,037 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $273,925 | 2,422 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $280,343 | 1,958 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $226,302 | 2,417 | Shares | Other | 2025-11-12 | |
| 2024-12-31 | $219,832 | 5,900 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||