Stock Taper

SIMPLICITY WEALTH,LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG47.83K$16.9M
Stitch Fix, Inc.SFIX47.66K$195.9K
Kenvue Inc.KVUE47.21K$902.23K
Altria Group, Inc.MO45.85K$3.3M
D-Wave Quantum Inc.QBTS44.12K$1.06M
The Southern CompanySO43.29K$4.14M
Two Harbors Investment Corp.TWO42.79K$531.04K
The Walt Disney CompanyDIS42.55K$4.1M
Realty Income CorporationO42.26K$2.62M
Ford Motor CompanyF41.8K$581.09K
Colgate-Palmolive CompanyCL41.49K$3.8M
Waystar Holding Corp.WAY38.18K$783.9K
CVS Health Corp.CVS38.05K$3.94M
American Express CompanyAXP37.46K$12.67M
Tapestry, Inc.TPR36.77K$5.38M
Rio Tinto GroupRIO34.24K$3.25M
MSC Income Fund, Inc.MSIF34.05K$393.94K
Marten Transport, Ltd.MRTN32.66K$566.6K
UnitedHealth Group IncorporatedUNH31.67K$13.16M
Lam Research CorporationLRCX31.16K$13.5M