Stock Taper 
DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Haleon plc | HLN | 29.23K | $272.72K |
 Bank of America Corporation | BAC | 14.28K | $813.56K |
 Sempra | SRE | 13.19K | $1.22M |
 Broadcom Inc. | AVGO | 12.25K | $4.63M |
 Apple Inc. | AAPL | 11.9K | $3.44M |
 Comcast Corporation | CMCSA | 11.76K | $288.81K |
 The Williams Companies, Inc. | WMB | 8.99K | $668.61K |
 JPMorgan Chase & Co. | JPM | 7.71K | $2.52M |
 Intel Corp. | INTC | 7.67K | $1.07M |
 The Charles Schwab Corporation | SCHW | 6.76K | $624.21K |
 NVIDIA Corporation | NVDA | 6.12K | $1.22M |
 U.S. Bancorp | USB | 5.98K | $361.31K |
 Exxon Mobil Corporation | XOM | 5.55K | $758.52K |
 Novo Nordisk A/S | NVO | 5.39K | $258.49K |
 Alphabet Inc. | GOOG | 5.33K | $1.89M |
 TE Connectivity plc | TEL | 5.3K | $1.07M |
 Amazon.com, Inc. | AMZN | 5.12K | $1.22M |
 Alphabet Inc. | GOOGL | 4.68K | $1.67M |
 Chevron Corporation | CVX | 4.66K | $772.46K |
 ConocoPhillips | COP | 4.49K | $466.78K |