Stock Taper 
FAMILY WEALTH GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 597 | $204.93K |
 Comfort Systems USA, Inc. | FIX | 198 | $392.71K |
 Caterpillar Inc. | CAT | 197 | $210.15K |
Stock Taper Latest 13F filing data - Q2 2026
| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| Visa Inc. | V | 597 | $204.93K |
| Comfort Systems USA, Inc. | FIX | 198 | $392.71K |
| Caterpillar Inc. | CAT | 197 | $210.15K |