Stock Taper 
BWM PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ConocoPhillips | COP | 3.71K | $385.72K |
 Broadcom Inc. | AVGO | 4.02K | $1.52M |
 Southwest Airlines Co. | LUV | 4.08K | $210.05K |
 The Home Depot, Inc. | HD | 4.56K | $1.61M |
 NVIDIA Corporation | NVDA | 4.7K | $940.32K |
 Phillips 66 | PSX | 5.24K | $885.79K |
 JPMorgan Chase & Co. | JPM | 5.47K | $1.79M |
 Main Street Capital Corporation | MAIN | 6.08K | $315.3K |
 Johnson & Johnson | JNJ | 6.91K | $1.76M |
 Berkshire Hathaway Inc. | BRK-B | 12.04K | $6.02M |
 Energy Transfer LP | ET | 13.53K | $258.72K |
 Halliburton Company | HAL | 14.31K | $485.9K |
 Chevron Corporation | CVX | 15.68K | $2.6M |
 Intel Corp. | INTC | 17.8K | $2.48M |
 Exxon Mobil Corporation | XOM | 24.64K | $3.37M |
 Western Midstream Partners, LP | WES | 28.32K | $1.24M |
 Helmerich & Payne, Inc. | HP | 35.21K | $1.15M |
 Devon Energy Corporation | DVN | 38.55K | $1.59M |
 Apple Inc. | AAPL | 50.52K | $14.62M |
 Wells Fargo & Company | WFC | 61.34K | $5.07M |