Stock Taper

VANCE WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.5M
Western Digital CorporationWDC435$277.84K
Caterpillar Inc.CAT525$559.09K
Deere & CompanyDE574$365.04K
The Home Depot, Inc.HD576$203.16K
Eaton Corporation plcETN609$259.51K
Mastercard IncorporatedMA642$329.76K
UnitedHealth Group IncorporatedUNH668$277.66K
Applied Materials, Inc.AMAT703$508.63K
Eli Lilly and CompanyLLY796$954.52K
Lam Research CorporationLRCX918$398.04K
KLA CorporationKLAC921$277.88K
American Express CompanyAXP950$321.35K
Marriott International, Inc.MAR1K$370.96K
Equinix, Inc.EQIX1K$1.05M
Morgan StanleyMS1.04K$217.41K
Norfolk Southern CorporationNSC1.16K$363.34K
Capital One Financial CorporationCOF1.16K$233.52K
Costco Wholesale CorporationCOST1.22K$1.14M
Phillips 66PSX1.33K$225.11K