Stock Taper

SMART WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AbbVie Inc.ABBV1.18K$296.89K
Analog Devices, Inc.ADI1.34K$531.82K
Marvell Technology, Inc.MRVL1.35K$400.97K
The Procter & Gamble CompanyPG1.42K$208.62K
BWX Technologies, Inc.BWXT1.53K$298.53K
Johnson & JohnsonJNJ1.66K$422.66K
Texas Instruments IncorporatedTXN1.81K$539.61K
RTX CorporationRTX1.95K$369.49K
Welltower Inc.WELL2.01K$456.28K
JPMorgan Chase & Co.JPM2.29K$749.73K
StoneX Group Inc.SNEX2.29K$271.9K
Lam Research CorporationLRCX2.38K$1.03M
Aflac IncorporatedAFL2.4K$281.07K
Union Pacific CorporationUNP2.4K$653.56K
Tesla, Inc.TSLA2.43K$1.02M
The Charles Schwab CorporationSCHW2.58K$238.4K
Broadcom Inc.AVGO2.73K$1.03M
Canadian Pacific Kansas City Ltd.CP2.89K$250.59K
Teradyne, Inc.TER2.9K$1.4M
Lumentum Holdings Inc.LITE3.26K$2.8M