Stock Taper

WEALTHSPIRE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shift4 Payments, Inc.FOUR116.83K$5.68M
Altria Group, Inc.MO118.73K$8.54M
Pfizer Inc.PFE141.77K$3.41M
Bank of America CorporationBAC144.36K$8.23M
Chipotle Mexican Grill, Inc.CMG156.58K$5.32M
Walmart Inc.WMT159.11K$18.02M
Ocular Therapeutix, Inc.OCUL162.96K$1.6M
Exxon Mobil CorporationXOM164.23K$22.45M
IREN LimitedIREN166.47K$7.61M
AT&T Inc.T171.32K$3.55M
The Coca-Cola CompanyKO196.37K$15.96M
Alphabet Inc.GOOGL216.45K$77.35M
SoFi Technologies, Inc.SOFI218.17K$3.91M
Accenture plcACN228.4K$28.42M
Verizon Communications Inc.VZ236.38K$10.01M
Chevron CorporationCVX248.37K$41.17M
Genius Sports LimitedGENI300.6K$1.82M
Alphabet Inc.GOOG304.88K$107.72M
TeraWulf Inc.WULF319.92K$7.9M
The AES CorporationAES335.38K$4.92M