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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

TSM holding history

Taiwan Semiconductor Manufacturing Co Ltd 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.

TSM overviewAll 13F holders of TSMFull Q2 2026 holdings

Shares (Q2 2026)
80,462
Value
$38.4M
% of portfolio
0.5%
Quarters held
10
Since Q1 2024
Holdings of TSM by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202680,462$38.4M0.5%−18,580−18.8%ReducedHolders
Q1 202699,042$33.8M0.6%−1,747−1.7%ReducedHolders
Q4 2025100,789$30.6M0.6%−29,038−22.4%ReducedHolders
Q3 2025129,827$36.3M0.7%+118,700+1,066.8%AddedHolders
Q2 202511,127$2.52M0.1%+205+1.9%AddedHolders
Q1 202510,922$1.81M0.1%+3,171+40.9%AddedHolders
Q4 20247,751$1.53M0.1%−388−4.8%ReducedHolders
Q3 20248,139$1.41M0.1%+655+8.8%AddedHolders
Q2 20247,484$1.30M0.1%+401+5.7%AddedHolders
Q1 20247,083$963.6K0.1%+7,083NewHolders