Stock Taper

SMART WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE AerospaceGE872$325.86K
Corning IncGLW790$201.71K
Caterpillar Inc.CAT739$786.53K
Visa Inc.V677$232.43K
Lockheed Martin CorporationLMT495$252.43K
Costco Wholesale CorporationCOST412$385.1K
Deere & CompanyDE345$218.99K
McKesson CorporationMCK304$229.71K
The Goldman Sachs Group, Inc.GS218$220.35K
Sandisk CorporationSNDK213$484.3K
Comfort Systems USA, Inc.FIX101$200.28K
Berkshire Hathaway Inc.BRK-A2$1.5M