Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 30.58K | $12.86M |
 General Motors Company | GM | 32.81K | $2.53M |
 PayPal Holdings, Inc. | PYPL | 32.89K | $1.42M |
 AT&T Inc. | T | 32.98K | $682.73K |
 Nu Holdings Ltd. | NU | 33.73K | $450.58K |
 Compass, Inc. | COMP | 35.8K | $441.41K |
 Coupang, Inc. | CPNG | 36.75K | $638.33K |
 Elanco Animal Health Incorporated | ELAN | 40.77K | $1M |
 QXO, Inc. | QXO | 43.03K | $743.58K |
 Ford Motor Company | F | 43.52K | $604.95K |
 The Walt Disney Company | DIS | 44.99K | $4.33M |
 Netflix, Inc. | NFLX | 51.61K | $3.69M |
 Microsoft Corporation | MSFT | 52.65K | $19.64M |
 Fortinet, Inc. | FTNT | 54.35K | $8.35M |
 Alphabet Inc. | GOOGL | 55.48K | $19.83M |
 Telefonaktiebolaget LM Ericsson (publ) | ERIC | 61.52K | $686.01K |
 Beyond Meat, Inc. | BYND | 65.75K | $49.31K |
 CSX Corporation | CSX | 69.28K | $3.29M |
 Lam Research Corporation | LRCX | 72.37K | $31.36M |
 Starbucks Corporation | SBUX | 74.9K | $7.65M |