Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,298,571
+$15,668,126 QoQ
Shares Held
19,318
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#815
of 3,878 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $170,655,493 across 15 Semiconductors names. MU ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
296,826 | $59,391,910 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
80,462 | $38,426,234 | |
| 3 | MU |
Micron Technology Inc
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|
19,318 | $22,298,571 | |
| 4 | AVGO |
Broadcom Inc.
|
31,940 | $12,065,332 | |
| 5 | INTC |
Intel Corp
|
71,006 | $9,914,565 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
16,163 | $9,389,246 | |
| 7 | TXN |
Texas Instruments Inc
|
27,156 | $8,094,386 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
3,132 | $4,329,548 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,298,571 | 19,318 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,630,445 | 19,626 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,003,596 | 21,035 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,194,974 | 19,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,388,337 | 19,378 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,648,561 | 18,973 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,657,109 | 19,690 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||