Stock Taper 
BETA WEALTH GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 480 | $270.48K |
 Advanced Micro Devices, Inc. | AMD | 610 | $354.36K |
 JPMorgan Chase & Co. | JPM | 852 | $278.88K |
 General Dynamics Corporation | GD | 866 | $306.79K |
 Costco Wholesale Corporation | COST | 946 | $884.5K |
 Cincinnati Financial Corporation | CINF | 1.21K | $224.21K |
 Alphabet Inc. | GOOGL | 1.23K | $440.63K |
 AbbVie Inc. | ABBV | 1.4K | $352.3K |
 Broadcom Inc. | AVGO | 1.41K | $532.63K |
 Valero Energy Corporation | VLO | 1.51K | $393.29K |
 Agilent Technologies, Inc. | A | 1.51K | $200.94K |
 Guidewire Software, Inc. | GWRE | 2K | $246.1K |
 Waste Management, Inc. | WM | 2.03K | $453.34K |
 RTX Corporation | RTX | 2.51K | $475.84K |
 ON Semiconductor Corporation | ON | 2.65K | $250.15K |
 DuPont de Nemours, Inc. | DD | 2.69K | $364.74K |
 Morgan Stanley | MS | 3.12K | $652.44K |
 Altria Group, Inc. | MO | 4.01K | $288.8K |
 D.R. Horton, Inc. | DHI | 4.2K | $684.55K |
 Microsoft Corporation | MSFT | 4.44K | $1.66M |