Stock Taper 
GRAND WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 334 | $355.68K |
 Eaton Corporation plc | ETN | 666 | $283.8K |
 Johnson & Johnson | JNJ | 790 | $200.64K |
 Apple Inc. | AAPL | 922 | $266.79K |
 Valero Energy Corporation | VLO | 975 | $253.93K |
 KLA Corporation | KLAC | 987 | $297.79K |
 Cencora, Inc. | COR | 1K | $283.83K |
 Corning Inc | GLW | 1.18K | $301.41K |
 Microsoft Corporation | MSFT | 1.56K | $581.16K |
 Cisco Systems, Inc. | CSCO | 1.99K | $233.16K |
 Walmart Inc. | WMT | 2.15K | $243.51K |