Stock Taper

RETIREMENT PLANNING GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL161.01K$46.59M
Walmart Inc.WMT110.69K$12.54M
ImmunityBio, Inc.IBRX82.74K$724.41K
NVIDIA CorporationNVDA72.51K$14.51M
Amazon.com, Inc.AMZN64.47K$15.37M
Select Water Solutions, Inc.WTTR54.92K$1.1M
Microsoft CorporationMSFT53.83K$20.08M
Costco Wholesale CorporationCOST50.84K$47.56M
FS Credit Opportunities Corp.FSCO47.3K$236.04K
Exxon Mobil CorporationXOM39.14K$5.35M
Verizon Communications Inc.VZ32.34K$1.37M
Duke Energy CorporationDUK31.99K$4.05M
AT&T Inc.T31.04K$642.45K
Eledon Pharmaceuticals, Inc.ELDN30K$118.2K
Prospect Capital CorporationPSEC29.82K$68.88K
First Hawaiian, Inc.FHB28.82K$844.48K
Philip Morris International Inc.PM27.79K$5.03M
The Southern CompanySO25.51K$2.44M
The Coca-Cola CompanyKO24.97K$2.03M
Altria Group, Inc.MO24.65K$1.77M