Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,577
New position
Shares Held
615
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#672
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 52%
Shared 0%
None 48%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $130,349,175 across 13 Software - Infrastructure names. MDB ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
302,807 | $112,953,063 | |
| 2 | ORCL |
Oracle Corp
|
48,820 | $7,154,568 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
28,055 | $3,273,174 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,789 | $2,997,223 | |
| 5 | NTAP |
NetApp, Inc.
|
6,884 | $1,065,366 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,540 | $675,376 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,838 | $435,971 | |
| 8 | GEN |
Gen Digital Inc.
|
16,220 | $403,714 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,577 | 615 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||