Modern Wealth Management, LLC

Position in NIO — NIO Inc.

CIK 2001900 KANSAS CITY, MO

Position in NIO

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

Position Value

$78,418

-$13,755 QoQ

Shares Held

15,498

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#217

of 418 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $16,204,730 across 6 Auto Manufacturers names. NIO ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	35,452	$14,911,108
2	F	Ford Motor Co	35,966	$499,926
3	RIVN	Rivian Automotive, Inc. / DE	15,547	$269,739
4	GM	General Motors Co	3,049	$235,016
5	TM	Toyota Motor Corp/	1,250	$210,523
6	NIO	NIO Inc. This page	15,498	$78,418

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,418	15,498	+1.4%	Shares	Other	2026-08-14
2026-03-31	$92,173	15,286	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.