Stock Taper 
FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Williams-Sonoma, Inc. | WSM | 13 | $3.07K |
 Mastercard Incorporated | MA | 11 | $5.68K |
 Virgin Galactic Holdings, Inc. | SPCE | 10 | $29 |
 McKesson Corporation | MCK | 10 | $7.63K |
 Pfizer Inc. | PFE | 7 | $173 |
 Palo Alto Networks, Inc. | PANW | 6 | $2.05K |
 Trump Media & Technology Group Corp. | DJT | 6 | $47 |
 Alto Ingredients, Inc. | ALTO | 4 | $23 |
 Rockwell Automation, Inc. | ROK | 4 | $2.01K |
 MFA Financial, Inc. | MFA | 3 | $31 |
 Honeywell International Inc. | HON | 2 | $448 |
 AstraZeneca PLC | AZN | 2 | $303 |
 Bristol-Myers Squibb Company | BMY | 1 | $33 |
 Solstice Advanced Materials Inc. | SOLS | 1 | $89 |
 Avery Dennison Corporation | AVY | 1 | $135 |
 Materion Corporation | MTRN | 1 | $184 |
 Merck & Co., Inc. | MRK | 1 | $83 |
 eBay Inc. | EBAY | 1 | $64 |
 Newmont Corporation | NEM | 1 | $63 |
 United Rentals, Inc. | URI | 0 | $51 |