Stock Taper

DEFINED WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Williams Companies, Inc.WMB8.99K$668.61K
Comcast CorporationCMCSA11.76K$288.81K
Apple Inc.AAPL11.9K$3.44M
Broadcom Inc.AVGO12.25K$4.63M
SempraSRE13.19K$1.22M
Bank of America CorporationBAC14.28K$813.56K
Haleon plcHLN29.23K$272.72K