Stock Taper

LEVEL WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Albemarle CorporationALB9.96K$1.35M
The Coca-Cola CompanyKO7.88K$644.26K
BioMarin Pharmaceutical Inc.BMRN6.88K$393.67K
Microsoft CorporationMSFT5.47K$2.04M
Visa Inc.V5.14K$1.76M
Duke Energy CorporationDUK4.6K$582.12K
The Southern CompanySO4.18K$399.93K
Oracle CorporationORCL3.3K$484.2K
Apple Inc.AAPL2.96K$855.57K
NVIDIA CorporationNVDA1.88K$375.57K
Coherent, Inc.COHR1.49K$586.18K
Johnson & JohnsonJNJ1.18K$300.04K
Amazon.com, Inc.AMZN1.18K$281.24K
McDonald's CorporationMCD1.07K$288.96K
GE AerospaceGE966$361.02K
International Business Machines CorporationIBM917$257.87K
Berkshire Hathaway Inc.BRK-B829$414.82K
Mastercard IncorporatedMA741$380.58K
Tesla, Inc.TSLA663$278.86K
Alphabet Inc.GOOG620$219.06K