Stock Taper 
LEVEL WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 435 | $511.28K |
 Alphabet Inc. | GOOG | 620 | $219.06K |
 Tesla, Inc. | TSLA | 663 | $278.86K |
 Mastercard Incorporated | MA | 741 | $380.58K |
 Berkshire Hathaway Inc. | BRK-B | 829 | $414.82K |
 International Business Machines Corporation | IBM | 917 | $257.87K |
 GE Aerospace | GE | 966 | $361.02K |
 McDonald's Corporation | MCD | 1.07K | $288.96K |
 Amazon.com, Inc. | AMZN | 1.18K | $281.24K |
 Johnson & Johnson | JNJ | 1.18K | $300.04K |
 Coherent, Inc. | COHR | 1.49K | $586.18K |
 NVIDIA Corporation | NVDA | 1.88K | $375.57K |
 Apple Inc. | AAPL | 2.96K | $855.57K |
 Oracle Corporation | ORCL | 3.3K | $484.2K |
 The Southern Company | SO | 4.18K | $399.93K |
 Duke Energy Corporation | DUK | 4.6K | $582.12K |
 Visa Inc. | V | 5.14K | $1.76M |
 Microsoft Corporation | MSFT | 5.47K | $2.04M |
 BioMarin Pharmaceutical Inc. | BMRN | 6.88K | $393.67K |
 The Coca-Cola Company | KO | 7.88K | $644.26K |