Modern Wealth Management, LLC

Position in SNA — Snap-on Inc

CIK 2001900 KANSAS CITY, MO

Position in SNA

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

Position Value

$606,817

+$256,675 QoQ

Shares Held

1,508

+56.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#581

of 1,057 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Industrials · as of Jun 30, 2026

Modern Wealth Management, LLC holds $3,841,339 across 4 Tools & Accessories names. SNA ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LECO	Lincoln Electric Holdings Inc	8,792	$2,334,362
2	TTC	Toro Co	6,860	$668,300
3	SNA	Snap-on Inc This page	1,508	$606,817
4	RBC	RBC Bearings INC	360	$231,860

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,817	1,508	+56.4%	Shares	Other	2026-08-14
2026-03-31	$350,142	964	-7.6%	Shares	Other	2026-05-14
2025-12-31	$359,416	1,043	+78.6%	Shares	Other	2026-02-17
2025-09-30	$202,371	584	-8.5%	Shares	Other	2025-11-12
2025-03-31	$215,011	638	+7.4%	Shares	Other	2025-06-02
2024-12-31	$201,649	594	—	Shares	Other	2025-05-30
No filing history on record for this holder in this stock.