Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

VST holding history

Vistra Corp. 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.

VST overview All 13F holders of VST Full Q2 2026 holdings

Shares (Q2 2026): 2,003
Value: $317.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of VST by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,003	$317.8K	<0.1%	+2,003	New	Holders
Q4 2025	0	$0	0.0%	−1,221−100.0%	Sold out	Holders
Q3 2025	1,221	$239.2K	<0.1%	+1,221	New	Holders