Modern Wealth Management, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2001900
KANSAS CITY, MO
Position in WMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,713
New position
Shares Held
1,317
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 543 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,445,922 across 7 Building Products & Equipment names. WMS ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,489 | $1,713,655 | |
| 2 | JCI |
Johnson Controls International plc
|
4,022 | $587,652 | |
| 3 | AWI |
Armstrong World Industries Inc
|
2,809 | $450,617 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
3,935 | $288,630 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
This page
|
1,317 | $206,713 | |
| 6 | SWIM |
Latham Group, Inc.
|
21,288 | $137,733 | |
| 7 | JBI |
Janus International Group, Inc.
|
10,977 | $60,922 |
All Filings in WMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,713 | 1,317 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||