Stock Taper 
BETA WEALTH GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waste Management, Inc. | WM | 2.03K | $453.34K |
 Guidewire Software, Inc. | GWRE | 2K | $246.1K |
 Agilent Technologies, Inc. | A | 1.51K | $200.94K |
 Valero Energy Corporation | VLO | 1.51K | $393.29K |
 Broadcom Inc. | AVGO | 1.41K | $532.63K |
 AbbVie Inc. | ABBV | 1.4K | $352.3K |
 Alphabet Inc. | GOOGL | 1.23K | $440.63K |
 Cincinnati Financial Corporation | CINF | 1.21K | $224.21K |
 Costco Wholesale Corporation | COST | 946 | $884.5K |
 General Dynamics Corporation | GD | 866 | $306.79K |
 JPMorgan Chase & Co. | JPM | 852 | $278.88K |
 Advanced Micro Devices, Inc. | AMD | 610 | $354.36K |
 Meta Platforms, Inc. | META | 480 | $270.48K |