Modern Wealth Management, LLC

Position in RIVN — Rivian Automotive, Inc. / DE

CIK 2001900 KANSAS CITY, MO

Position in RIVN

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

Position Value

$269,739

+$43,388 QoQ

Shares Held

15,547

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#407

of 812 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $16,204,730 across 6 Auto Manufacturers names. RIVN ranks #3 (1.7% 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 This page	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.	15,498	$78,418

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,739	15,547	+3.4%	Shares	Other	2026-08-14
2026-03-31	$226,351	15,040	+3.3%	Shares	Other	2026-05-14
2025-12-31	$287,035	14,563	+4.6%	Shares	Sole	2026-02-17
2025-09-30	$204,374	13,922	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.