Stock Taper

BWM PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO4.02K$1.52M
ConocoPhillipsCOP3.71K$385.72K
PepsiCo, Inc.PEP3.52K$477.19K
Microsoft CorporationMSFT3.03K$1.13M
The Charles Schwab CorporationSCHW2.77K$255.78K
Alphabet Inc.GOOG2.33K$825.06K
Cisco Systems, Inc.CSCO2.27K$266.28K
Tesla, Inc.TSLA1.78K$749.93K
United Airlines Holdings, Inc.UAL1.77K$241.11K
Amazon.com, Inc.AMZN1.75K$416.49K
The Procter & Gamble CompanyPG1.52K$222.89K
Alphabet Inc.GOOGL1.48K$529.98K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.2K$572.61K
QUALCOMM IncorporatedQCOM1.2K$221.09K
Eli Lilly and CompanyLLY1.19K$1.42M
Nucor CorporationNUE1.12K$250.37K
XPO Logistics, Inc.XPO1.1K$226.84K
Eaton Corporation plcETN990$422.02K
Meta Platforms, Inc.META599$337.55K
Deere & CompanyDE451$285.94K