Modern Wealth Management, LLC

Position in POOL — Pool Corp

CIK 2001900 KANSAS CITY, MO

Position in POOL

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

Position Value

$232,305

+$2,413 QoQ

Shares Held

1,081

+7.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#415

of 605 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Industrials · as of Jun 30, 2026

Modern Wealth Management, LLC holds $3,711,312 across 5 Industrial Distribution names. POOL ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	1,121	$1,525,007
2	WSO	Watsco Inc	3,373	$1,043,906
3	FAST	Fastenal Co	14,022	$673,475
4	WCC	Wesco International Inc	685	$236,619
5	POOL	Pool Corp This page	1,081	$232,305

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,305	1,081	+7.6%	Shares	Other	2026-08-14
2025-12-31	$229,892	1,005	—	Shares	Other	2026-02-17
No filing history on record for this holder in this stock.