Stock Taper 
SMART WEALTH LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 2 | $1.5M |
 Comfort Systems USA, Inc. | FIX | 101 | $200.28K |
 Sandisk Corporation | SNDK | 213 | $484.3K |
 The Goldman Sachs Group, Inc. | GS | 218 | $220.35K |
 McKesson Corporation | MCK | 304 | $229.71K |
 Deere & Company | DE | 345 | $218.99K |
 Costco Wholesale Corporation | COST | 412 | $385.1K |
 Lockheed Martin Corporation | LMT | 495 | $252.43K |
 Visa Inc. | V | 677 | $232.43K |
 Caterpillar Inc. | CAT | 739 | $786.53K |
 Corning Inc | GLW | 790 | $201.71K |
 GE Aerospace | GE | 872 | $325.86K |
 Coherent, Inc. | COHR | 883 | $348.32K |
 American Express Company | AXP | 885 | $299.38K |
 Eli Lilly and Company | LLY | 920 | $1.1M |
 Marathon Petroleum Corporation | MPC | 948 | $242.41K |
 Standex International Corporation | SXI | 1K | $357.67K |
 AppLovin Corporation | APP | 1.1K | $565.21K |
 McDonald's Corporation | MCD | 1.11K | $299.06K |
 The Allstate Corporation | ALL | 1.12K | $267.56K |