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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

MU holding history

Micron Technology 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.

MU overviewAll 13F holders of MUFull Q2 2026 holdings

Shares (Q2 2026)
19,318
Value
$22.3M
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of MU by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,318$22.3M0.3%−308−1.6%ReducedHolders
Q1 202619,626$7.22M0.1%−1,409−6.7%ReducedHolders
Q4 202521,035$6.00M0.1%+1,940+10.2%AddedHolders
Q3 202519,095$3.19M0.1%−283−1.5%ReducedHolders
Q2 202519,378$2.39M0.1%+405+2.1%AddedHolders
Q1 202518,973$1.65M0.1%−717−3.6%ReducedHolders
Q4 202419,690$1.66M0.1%+19,690NewHolders