Position in LITE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$269,429
+$85,308 QoQ
Shares Held
314
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#991
of 1,304 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $26,183,608 across 6 Communication Equipment names. LITE ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
123,608 | $14,518,993 | |
| 2 | CIEN |
Ciena Corp
|
11,272 | $5,529,590 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
7,574 | $3,145,404 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
55,229 | $2,491,379 | |
| 5 | LITE |
Lumentum Holdings Inc.
This page
|
314 | $269,429 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
2,575 | $228,813 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,429 | 314 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $184,121 | 262 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||