Position in RSKD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,829
+$16,625 QoQ
Shares Held
14,252
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 110 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RSKD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,478,485 across 18 Software - Application names. RSKD ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,953 | $2,185,873 | |
| 2 | PAYX |
Paychex Inc
|
20,564 | $2,022,055 | |
| 3 | FICO |
Fair Isaac Corp
|
1,682 | $2,009,618 | |
| 4 | UBER |
Uber Technologies, Inc
|
21,339 | $1,539,820 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,462 | $1,447,162 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,339 | $877,872 | |
| 7 | SAP |
Sap SE
|
5,546 | $854,690 | |
| 8 | MSTR |
Strategy Inc
|
8,403 | $730,471 |
All Filings in RSKD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,829 | 14,252 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $55,204 | 14,083 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||