Skip to main content

Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

GOOG holding history

Alphabet Inc. in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOG overviewAll 13F holders of GOOGFull Q2 2026 holdings

Shares (Q2 2026)
110,883
Value
$39.2M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of GOOG by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110,883$39.2M0.5%+17,609+18.9%AddedHolders
Q1 202693,274$27.5M0.5%+8,559+10.1%AddedHolders
Q4 202584,715$26.6M0.5%−9,287−9.9%ReducedHolders
Q3 202594,002$22.9M0.5%+718+0.8%AddedHolders
Q2 202593,284$16.5M0.4%+8,700+10.3%AddedHolders
Q1 202584,584$13.2M0.4%+8,252+10.8%AddedHolders
Q4 202476,332$14.5M0.5%+60,150+371.7%AddedHolders
Q3 202416,182$2.71M0.2%+1,954+13.7%AddedHolders
Q2 202414,228$2.61M0.2%+778+5.8%AddedHolders
Q1 202413,450$2.05M0.2%+8,890+195.0%AddedHolders
Q4 20234,560$642.6K0.1%–No prior filingHolders