Stock Taper 
KWB WEALTH
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 2.38K | $220.93K |
 Merck & Co., Inc. | MRK | 2.73K | $351.38K |
 Monster Beverage Corporation | MNST | 2.74K | $262.98K |
 RTX Corporation | RTX | 3.15K | $597.98K |
 Delta Air Lines, Inc. | DAL | 3.58K | $335.2K |
 Wells Fargo & Company | WFC | 4.05K | $334.78K |
 Granite Construction Incorporated | GVA | 6.07K | $960.05K |
 American Express Company | AXP | 8.86K | $3M |
 NVIDIA Corporation | NVDA | 10.12K | $2.02M |
 Bank of America Corporation | BAC | 11.06K | $629.97K |
 Microsoft Corporation | MSFT | 11.31K | $4.22M |
 Plains All American Pipeline, L.P. | PAA | 12.55K | $279.29K |
 CVB Financial Corp. | CVBF | 14.05K | $316.81K |
 Walmart Inc. | WMT | 16.39K | $1.86M |
 Apple Inc. | AAPL | 16.56K | $4.79M |
 Edison International | EIX | 16.82K | $1.25M |
 Callaway Golf Company | CALY | 25.73K | $1.3M |
 The Procter & Gamble Company | PG | 25.79K | $3.78M |
 LPL Financial Holdings Inc. | LPLA | 28.75K | $8.1M |