Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 XPEL, Inc. | XPEL | 81.8K | $4.06M |
 NVIDIA Corporation | NVDA | 34.19K | $6.84M |
 Apple Inc. | AAPL | 24.14K | $6.99M |
 Wells Fargo & Company | WFC | 23K | $1.9M |
 Haleon plc | HLN | 22.35K | $208.51K |
 FS Credit Opportunities Corp. | FSCO | 21.63K | $107.91K |
 Amazon.com, Inc. | AMZN | 14.49K | $3.45M |
 Sony Group Corporation | SONY | 13.56K | $272.08K |
 The Williams Companies, Inc. | WMB | 13.16K | $978.17K |
 Microsoft Corporation | MSFT | 11.84K | $4.42M |
 Walmart Inc. | WMT | 11.75K | $1.33M |
 Amphenol Corporation | APH | 10.93K | $1.93M |
 Altria Group, Inc. | MO | 9.87K | $709.94K |
 Broadcom Inc. | AVGO | 8.98K | $3.39M |
 Alphabet Inc. | GOOGL | 8.79K | $3.14M |
 KLA Corporation | KLAC | 8.74K | $2.64M |
 Bank of America Corporation | BAC | 8.38K | $477.39K |
 RTX Corporation | RTX | 8.01K | $1.52M |
 Alphabet Inc. | GOOG | 7.14K | $2.52M |
 Emerson Electric Co. | EMR | 6.93K | $992.46K |