Modern Wealth Management, LLC

Position in MKSI — Mks Inc

CIK 2001900 KANSAS CITY, MO

Position in MKSI

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

Position Value

$439,016

+$218,170 QoQ

Shares Held

987

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#516

of 773 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $3,948,234 across 6 Scientific & Technical Instruments names. MKSI ranks #5 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEYS	Keysight Technologies, Inc.	3,050	$1,067,712
2	GRMN	Garmin Ltd	3,592	$853,241
3	BMI	Badger Meter Inc	4,695	$696,642
4	COHR	Coherent Corp.	1,344	$530,165
5	MKSI	Mks Inc This page	987	$439,016
6	TDY	Teledyne Technologies Inc	542	$361,458

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,016	987	+2.7%	Shares	Other	2026-08-14
2026-03-31	$220,846	961	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.