Stock Taper

VERTEX PLANNING PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK172$391.08K
McKesson CorporationMCK472$356.64K
Costco Wholesale CorporationCOST585$547.25K
Tesla, Inc.TSLA641$269.61K
Berkshire Hathaway Inc.BRK-B644$322.25K
Meta Platforms, Inc.META760$428.1K
Broadcom Inc.AVGO988$373.07K
Advanced Micro Devices, Inc.AMD1.03K$601.24K
Automatic Data Processing, Inc.ADP1.13K$253.74K
Intuitive Surgical, Inc.ISRG1.38K$546.81K
Cardinal Health, Inc.CAH1.62K$385.58K
Performance Food Group CoPFGC2.3K$257.56K
Accenture plcACN2.31K$287.7K
Oracle CorporationORCL2.83K$415.47K
Blackstone Inc.BX2.98K$350.19K
Cisco Systems, Inc.CSCO3.11K$364.83K
Alphabet Inc.GOOG3.24K$1.15M
JPMorgan Chase & Co.JPM3.25K$1.06M
NextEra Energy, Inc.NEE3.4K$298.07K
Alphabet Inc.GOOGL3.43K$1.23M