Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coupang, Inc. | CPNG | 42.35K | $735.71K |
 Palantir Technologies Inc. | PLTR | 29.09K | $3.39M |
 Apple Inc. | AAPL | 27.35K | $7.91M |
 Graphic Packaging Holding Company | GPK | 17.63K | $186.34K |
 Intel Corp. | INTC | 17.06K | $2.38M |
 Hims & Hers Health, Inc. | HIMS | 16.11K | $558.57K |
 Broadcom Inc. | AVGO | 14.93K | $5.64M |
 Walmart Inc. | WMT | 12.27K | $1.39M |
 Definium Therapeutics, Inc. | DFTX | 12K | $564.48K |
 NVIDIA Corporation | NVDA | 11.59K | $2.32M |
 Blue Owl Capital Inc. | OWL | 11.54K | $100.99K |
 Nu Holdings Ltd. | NU | 10.01K | $133.75K |
 Amcor plc | AMCR | 7.97K | $345.5K |
 Amazon.com, Inc. | AMZN | 6.54K | $1.56M |
 Alphabet Inc. | GOOGL | 6.2K | $2.22M |
 Cisco Systems, Inc. | CSCO | 5.93K | $696.25K |
 Microsoft Corporation | MSFT | 5.25K | $1.96M |
 Oracle Corporation | ORCL | 3.7K | $542.35K |
 Starbucks Corporation | SBUX | 3.64K | $371.97K |
 Exxon Mobil Corporation | XOM | 3.24K | $443.07K |