Stock Taper

FINANCIAL LIFE PLANNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX190$13.57K
Intuitive Surgical, Inc.ISRG188$74.76K
Vertiv Holdings CoVRT188$63.03K
Eaton Corporation plcETN181$77.22K
Space Exploration Technologies Corp.SPCX180$30.75K
Eli Lilly and CompanyLLY176$211.41K
Qnity Electronics, Inc.Q170$27.82K
McDonald's CorporationMCD165$44.48K
Danaher CorporationDHR160$30.39K
The Southern CompanySO158$15.1K
Analog Devices, Inc.ADI158$62.58K
Chubb LimitedCB158$54K
Dover CorporationDOV151$33.89K
The PNC Financial Services Group, Inc.PNC148$36.54K
CME Group Inc.CME147$32.5K
Stoke Therapeutics, Inc.STOK144$4.71K
Visa Inc.V134$45.85K
American Express CompanyAXP131$44.29K
Arthur J. Gallagher & Co.AJG126$29K
Ventas, Inc.VTR124$11.04K