Stock Taper

KWB WEALTH

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Home Depot, Inc.HD2.31K$814.41K
The Boeing CompanyBA2.2K$475.83K
Costco Wholesale CorporationCOST2.11K$1.97M
Chevron CorporationCVX2.11K$349.15K
Berkshire Hathaway Inc.BRK-B2.06K$1.03M
PepsiCo, Inc.PEP2.03K$274.74K
Applied Materials, Inc.AMAT2.03K$1.47M
Tesla, Inc.TSLA2.02K$849.61K
Amazon.com, Inc.AMZN1.91K$455.71K
Johnson & JohnsonJNJ1.91K$484.32K
AbbVie Inc.ABBV1.88K$472.83K
Visa Inc.V1.49K$510.52K
Waste Management, Inc.WM1.48K$330.27K
Advanced Micro Devices, Inc.AMD1.12K$652.36K
GE AerospaceGE1.07K$401.57K
Alphabet Inc.GOOG980$346.26K
Alphabet Inc.GOOGL605$216.06K
Caterpillar Inc.CAT570$606.6K
GE Vernova Inc.GEV258$303.65K