Stock Taper 
BETA WEALTH GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palantir Technologies Inc. | PLTR | 4.6K | $536.68K |
 Abbott Laboratories | ABT | 5.01K | $454.37K |
 Emerson Electric Co. | EMR | 5.01K | $717.14K |
 The Walt Disney Company | DIS | 5.3K | $510.44K |
 Medtronic plc | MDT | 5.56K | $434.65K |
 Blackstone Inc. | BX | 5.68K | $668.21K |
 Exxon Mobil Corporation | XOM | 5.72K | $781.77K |
 Oracle Corporation | ORCL | 5.8K | $850.2K |
 Merck & Co., Inc. | MRK | 5.82K | $748.17K |
 Gilead Sciences, Inc. | GILD | 5.92K | $748.49K |
 The Charles Schwab Corporation | SCHW | 6.01K | $554.54K |
 CVS Health Corp. | CVS | 6.13K | $633.64K |
 Starbucks Corporation | SBUX | 6.22K | $635.25K |
 Arista Networks, Inc. | ANET | 6.4K | $1.09M |
 Wells Fargo & Company | WFC | 6.71K | $554.24K |
 The Southern Company | SO | 6.73K | $643.75K |
 The TJX Companies, Inc. | TJX | 6.8K | $1.03M |
 Citigroup Inc. | C | 7.04K | $985.27K |
 Uber Technologies, Inc. | UBER | 7.1K | $512.34K |
 Amazon.com, Inc. | AMZN | 7.25K | $1.73M |