Stock Taper 
BETA WEALTH GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Starbucks Corporation | SBUX | 6.22K | $635.25K |
 CVS Health Corp. | CVS | 6.13K | $633.64K |
 The Charles Schwab Corporation | SCHW | 6.01K | $554.54K |
 Gilead Sciences, Inc. | GILD | 5.92K | $748.49K |
 Merck & Co., Inc. | MRK | 5.82K | $748.17K |
 Oracle Corporation | ORCL | 5.8K | $850.2K |
 Exxon Mobil Corporation | XOM | 5.72K | $781.77K |
 Blackstone Inc. | BX | 5.68K | $668.21K |
 Medtronic plc | MDT | 5.56K | $434.65K |
 The Walt Disney Company | DIS | 5.3K | $510.44K |
 Emerson Electric Co. | EMR | 5.01K | $717.14K |
 Abbott Laboratories | ABT | 5.01K | $454.37K |
 Palantir Technologies Inc. | PLTR | 4.6K | $536.68K |
 Microsoft Corporation | MSFT | 4.44K | $1.66M |
 D.R. Horton, Inc. | DHI | 4.2K | $684.55K |
 Altria Group, Inc. | MO | 4.01K | $288.8K |
 Morgan Stanley | MS | 3.12K | $652.44K |
 DuPont de Nemours, Inc. | DD | 2.69K | $364.74K |
 ON Semiconductor Corporation | ON | 2.65K | $250.15K |
 RTX Corporation | RTX | 2.51K | $475.84K |