Stock Taper 
DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UnitedHealth Group Incorporated | UNH | 3.44K | $1.43M |
 American Express Company | AXP | 3.46K | $1.17M |
 RTX Corporation | RTX | 3.54K | $670.88K |
 CVS Health Corp. | CVS | 3.62K | $374.49K |
 Microchip Technology Incorporated | MCHP | 3.87K | $352.67K |
 Microsoft Corporation | MSFT | 4.14K | $1.54M |
 Oracle Corporation | ORCL | 4.21K | $617.71K |
 ConocoPhillips | COP | 4.49K | $466.78K |
 Chevron Corporation | CVX | 4.66K | $772.46K |
 Alphabet Inc. | GOOGL | 4.68K | $1.67M |
 Amazon.com, Inc. | AMZN | 5.12K | $1.22M |
 TE Connectivity plc | TEL | 5.3K | $1.07M |
 Alphabet Inc. | GOOG | 5.33K | $1.89M |
 Novo Nordisk A/S | NVO | 5.39K | $258.49K |
 Exxon Mobil Corporation | XOM | 5.55K | $758.52K |
 U.S. Bancorp | USB | 5.98K | $361.31K |
 NVIDIA Corporation | NVDA | 6.12K | $1.22M |
 The Charles Schwab Corporation | SCHW | 6.76K | $624.21K |
 Intel Corp. | INTC | 7.67K | $1.07M |
 JPMorgan Chase & Co. | JPM | 7.71K | $2.52M |