Modern Wealth Management, LLC
Top Portfolio Positions
456 positions ·
$1,352,053,331 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
517,048 | $131,221,608 | 9.71% | |
| MSFT |
Microsoft Corp
Technology
|
228,219 | $84,479,825 | 6.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
126,602 | $73,072,142 | 5.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
87,399 | $56,839,065 | 4.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
163,931 | $48,221,939 | 3.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
99,473 | $47,667,459 | 3.53% | |
| NVDA |
Nvidia Corp
Technology
|
225,035 | $39,246,101 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
135,293 | $38,904,852 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
176,427 | $36,744,447 | 2.72% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
99,042 | $33,471,242 | 2.48% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SWIM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,290 | 16,814 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $83,197 | 13,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $124,971 | 16,422 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $81,893 | 12,836 | Shares | Other | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||